AAPL icon

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 %
AIA
4476
Arcadia Investment Advisors
Idaho
$33K 200 +200 New
APW
4477
Atlantic Private Wealth
North Carolina
$30.2K 183 +183 New
KIG
4478
Kessler Investment Group
Indiana
$19.6K 119 -255 -68%
SAM
4479
Sycomore Asset Management
France
$19K 120 +120 New
KSWA
4480
Kathleen S. Wright Associates
Pennsylvania
$18.5K 112 -2,800 -96%
LIM
4481
Longfellow Investment Management
Massachusetts
$16K 97 – –
CWM
4482
Consultiva Wealth Management
Puerto Rico
$15.4K 93 – –
FGAM
4483
Financial Gravity Asset Management
Texas
$14.6K 9,680 +7,477 +339%
BI
4484
Bramshill Investments
Florida
$8.74K 53 – –
TJHA
4485
Thomas J. Herzfeld Advisors
Florida
$3.63K 22 – –
UFF
4486
USA Financial Formulas
Michigan
$2.64K 16 +16 New
PI
4487
PEAK6 Investments
Illinois
$1.69K 10 +1 +11%
BCH
4488
Berkshire Capital Holdings
California
$1.65K 10 – –
CAM
4489
Capco Asset Management
Florida
$1.32K 8 – –
OIS
4490
Okabena Investment Services
Minnesota
$1.23K 10 -17,456 -100%
FCAS
4491
First Command Advisory Services
Texas
$330 2 -134 -99%
Janney Montgomery Scott
4492
Janney Montgomery Scott
Pennsylvania
– – -4,956,985 Closed
Cerity Partners
4493
Cerity Partners
New York
– – -4,817,829 Closed
BCP
4494
BSN Capital Partners
United Kingdom
– – -2,304,627 Closed
LCM
4495
Laurion Capital Management
New York
– – -1,987,977 Closed
MML Investors Services
4496
MML Investors Services
Massachusetts
– – -1,733,263 Closed
HF
4497
HRT Financial
New York
– – -1,584,749 Closed
Voloridge Investment Management
4498
Voloridge Investment Management
Florida
– – -904,652 Closed
WAM
4499
Wolverine Asset Management
Illinois
– – -426,104 Closed
AAM
4500
Alphadyne Asset Management
New York
– – -413,221 Closed
178 179
180
181 182