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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 %
WAM
651
Weatherly Asset Management
California
$78.6M -$3.18M -16,372 -4%
EAM
652
Eagle Asset Management
Florida
$78.2M +$7.69M +39,647 +11%
WA
653
Wealth Alliance
New York
$78.2M +$1.85M +9,537 +2%
JIC
654
Joel Isaacson & Co
New York
$78.1M +$1.42M +7,314 +2%
BFS
655
Baskin Financial Services
Ontario, Canada
$77.7M -$4.87M -25,083 -6%
GAM
656
Gotham Asset Management
New York
$77.7M +$18.3M +94,530 +31%
BAAM
657
Baker Avenue Asset Management
California
$77.7M +$798K +4,116 +1%
IWM
658
IHT Wealth Management
Illinois
$77.5M -$1.82M -9,383 -2%
YIA
659
YHB Investment Advisors
Connecticut
$77.3M -$1.28M -6,603 -2%
AHC
660
Adell Harriman & Carpenter
Texas
$77.2M -$2.79M -14,493 -3%
TSS
661
Two Sigma Securities
New York
$77M +$33.3M +171,668 +76%
GC
662
Grimes & Company
Massachusetts
$77M -$1.15M -5,925 -1%
EIA
663
Edgemoor Investment Advisors
Maryland
$76.8M -$740K -3,817 -1%
ORI
664
Oak Ridge Investments
Illinois
$76.7M -$504K -2,600 -0.7%
OCBCO
665
Oversea-Chinese Banking Corp (OCBC)
Singapore
$76.4M -$3.59M -18,511 -4%
FAIM
666
Financial Advocates Investment Management
Washington
$75.9M -$2.41M -12,431 -3%
CL
667
Choreo LLC
Illinois
$75.5M -$2.18M -11,252 -3%
CTI
668
Community Trust & Investment
Kentucky
$75.3M -$1.77M -9,104 -2%
GI
669
Gradient Investments
Minnesota
$75.2M +$3.99M +20,585 +6%
CIA
670
Capital Investment Advisors
Georgia
$75.1M -$9.67M -49,856 -11%
OWP
671
Obermeyer Wealth Partners
Colorado
$74.2M +$56M +288,764 +308%
NFC
672
Northeast Financial Consultants
Connecticut
$74.1M -$495K -2,550 -0.7%
BFO
673
Boston Family Office
Massachusetts
$73.9M -$4.03M -20,773 -5%
RBA
674
Richard Bernstein Advisors
New York
$73.9M -$1.92M -9,915 -3%
CSPIA
675
Cary Street Partners Investment Advisory
Virginia
$73.6M +$6.89M +35,506 +10%
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