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Apple
AAPL

Overview Fund Activity

4,487 hedge funds and large institutions have $1.55T invested in Apple in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 1,715 increasing their positions, 2,331 reducing their positions, and 99 closing their positions.

Holders
4,487
Holders Change
-37
Holders Change %
-0.82%
% of All Funds
71.83%
Holding in Top 10
2,703
Holding in Top 10 Change
+205
Holding in Top 10 Change %
+8.21%
% of All Funds
43.27%
New
163
Increased
1,715
Reduced
2,331
Closed
99
Calls
$40.3B
Puts
$42.2B
Net Calls
-$1.97B
Net Calls Change
-$2.19B

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$216B
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$151B
3
Bank of America
3
Bank of America
North Carolina
$23.4B
4
GQG Partners
4
GQG Partners
Florida
$1.33B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$38.6B

Top Sellers

1
NEAM
1
New England Asset Management
Connecticut
$2.95M
2
CAM
2
Cresset Asset Management
Illinois
$151M
3
Barclays
3
Barclays
United Kingdom
$5.11B
4
M1FG
4
Mach-1 Financial Group
Arkansas
$1.61B
5
State Street
5
State Street
Massachusetts
$95B
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
4451
Confluence Investment Management
Missouri
$204K 1,237 +1,237 New
AFA
4452
Atlas Financial Advisors
California
$203K 1,232 +1,232 New
BHWM
4453
Bay Harbor Wealth Management
Maryland
$202K 1,225 +1,225 New
BA
4454
Bard Associates
Illinois
$198K 1,200 +1,200 New
SFCL
4455
Strengthening Families & Communities LLC
Massachusetts
$195K 46,915 +1,499 +3%
Barrow, Hanley, Mewhinney & Strauss
4456
Barrow, Hanley, Mewhinney & Strauss
Texas
$182K 1,103 – –
IA
4457
IFS Advisors
Kansas
$178K 1,081 – –
AS
4458
Akuna Securities
Illinois
$166K 1,007 -79 -7%
FC
4459
Family CFO
California
$147K 890 – –
CPFP
4460
Clear Perspectives Financial Planning
Ohio
$138K 837 – –
GIS
4461
Grayhawk Investment Strategies
Alberta, Canada
$131K 588 – –
DEM
4462
Disciplined Equity Management
Florida
$121K 736 -4,660 -86%
LFASL
4463
Lugano Financial Advisors SA (LFA)
Switzerland
$118K 715 – –
BAMCO Inc
4464
BAMCO Inc
New York
$111K 674 -66 -9%
HWM
4465
Horizons Wealth Management
North Carolina
$107K 647 +40 +7%
GCGDR
4466
Geo Capital Gestora de Recursos
Brazil
$101K 611 -10,593 -95%
MFG
4467
Mendota Financial Group
Wisconsin
$95K 544 -1,239 -69%
CI
4468
Cordant Inc
Oregon
$83.3K 505 – –
CG
4469
Cutler Group
California
$66K 404 -7,080 -95%
ECM
4470
Everence Capital Management
Indiana
$65.8K 399,198 +7,800 +2%
MDCM
4471
Morgan Dempsey Capital Management
Wisconsin
$61.8K 375 -25 -6%
CSIA
4472
Carl Stuart Investment Advisor
Texas
$60.6K 10,259 +10 +0.1%
PS
4473
PayPay Securities
Japan
$51K 309 -155 -33%
DCM
4474
Disciplina Capital Management
Tennessee
$42.3K 256 -22 -8%
SWG
4475
Summit Wealth Group
Vermont
$42K 6,992,420 +6,949,659 +16,252%
177 178
179
180 181