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Apple
AAPL

Overview Fund Activity

4,558 hedge funds and large institutions have $1.82T invested in Apple in 2023 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 1,569 increasing their positions, 2,518 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,558
Holders Change
+70
Holders Change %
+1.56%
% of All Funds
71.88%
Holding in Top 10
2,837
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+4.92%
% of All Funds
44.74%
New
193
Increased
1,569
Reduced
2,518
Closed
80
Calls
$57.9B
Puts
$51.4B
Net Calls
+$6.56B
Net Calls Change
+$8.53B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$3.09B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.02B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.9B
4
Jane Street
Jane Street
New York
+$2.4B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.76B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.3B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.47B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.84B
4
Northern Trust
Northern Trust
Illinois
-$1.67B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
4501
Mizuho Securities
Japan
$241K -$1.8M -9,280 -88%
SFM
4502
Stack Financial Management
Montana
$239K +$239K +1,231 New
SIAS
4503
Summit Investment Advisory Services
Minnesota
$234K +$234K +1,205 New
FOFP
4504
Fee-Only Financial Planning
South Carolina
$233K +$233K +1,202 New
TI
4505
Trigran Investments
Illinois
$233K +$233K +1,200 New
TCM
4506
Twele Capital Management
Minnesota
$233K +$233K +1,200 New
SWA
4507
Safir Wealth Advisors
New Hampshire
$233K +$233K +1,200 New
DA
4508
DSC Advisors
Illinois
$231K -$42.3K -218 -15%
TWP
4509
TFO Wealth Partners
Ohio
$227K -$784K -4,041 -78%
BHWM
4510
Bay Harbor Wealth Management
Maryland
$223K -$14.5K -75 -6%
WI
4511
WJ Interests
Texas
$221K +$221K +1,140 New
BFA
4512
Brown Financial Advisory
Alabama
$221K +$221K +1,137 New
FLA
4513
Financial Life Advisors
Texas
$215K +$215K +1,108 New
SFS
4514
Shaker Financial Services
Virginia
$213K +$213K +1,100 New
MFG
4515
Marmo Financial Group
Tennessee
$207K +$207K +1,069 New
CI
4516
Chartist Inc
California
$207K +$207K +1,067 New
RCM
4517
Regency Capital Management
Hawaii
$207K +$207K +1,067 New
CPWM
4518
Cypress Point Wealth Management
Texas
$203K +$203K +1,048 New
SPW
4519
Surience Private Wealth
Washington
$203K +$203K +1,046 New
RR
4520
Robotti Robert
$202K +$202K +1,041 New
MFFIA
4521
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$202K +$202K +1,040 New
AFA
4522
Alpha Financial Advisors
North Carolina
$201K +$201K +1,035 New
PCM
4523
Perritt Capital Management
Illinois
$198K -$43.1K -222 -18%
SC
4524
Shay Capital
New York
$194K +$194K +1,000 New
NH
4525
NNS Holding
Cayman Islands
$193K +$193K +996 New
179 180
181
182 183