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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 %
MAM
901
Madison Asset Management
Wisconsin
$46.6M -$994K -5,123 -2%
VWM
902
Valley Wealth Managers
New Jersey
$46.5M -$1.5M -7,715 -3%
KA
903
Klingman & Associates
New York
$46.5M +$4.88M +25,154 +12%
PWMAG
904
Pinnacle Wealth Management Advisory Group
New Jersey
$46.5M -$365K -1,881 -0.8%
WPW
905
Waldron Private Wealth
Pennsylvania
$46.4M -$3.12M -16,081 -6%
CIC
906
Crawford Investment Counsel
Georgia
$46.3M -$511K -2,632 -1%
AI
907
Accredited Investors
Minnesota
$46.3M -$297K -1,531 -0.6%
SCA
908
Sassicaia Capital Advisers
New York
$46.2M +$38.5M +198,682 +501%
CIM
909
Corda Investment Management
Texas
$46.2M -$742K -3,824 -2%
ACA
910
Affinity Capital Advisors
California
$46.1M -$589K -3,037 -1%
SC
911
Skylands Capital
Wisconsin
$45.8M -$9.23M -47,600 -17%
VCM
912
Vision Capital Management
Oregon
$45.6M +$1.54M +7,952 +4%
PAM
913
Palisade Asset Management
Minnesota
$45.5M -$669K -3,450 -1%
BCM
914
BTC Capital Management
Iowa
$45.4M -$2.35M -12,020 -5%
JMFC
915
J.M. Forbes & Co
Massachusetts
$45.4M +$2.61M +13,481 +6%
PI
916
PFS Investments
Georgia
$45.4M +$1.14M +5,856 +3%
LWCA
917
Locust Wood Capital Advisers
New York
$45.4M -$1.67M -8,625 -4%
HI
918
Hendershot Investments
Virginia
$45.4M -$484K -2,494 -1%
GIA
919
Gladstone Institutional Advisory
Florida
$45.3M -$582K -3,000 -1%
AC
920
Avestar Capital
New York
$45.3M +$110K +568 +0.2%
HT
921
Heritage Trust
Oklahoma
$45.1M +$770K +3,972 +2%
AUB
922
Atlantic Union Bankshares
Virginia
$45.1M -$1.96M -10,098 -4%
OC
923
Oakworth Capital
Alabama
$45M -$6.28M -32,389 -12%
PIA
924
Petredis Investment Advisors
Pennsylvania
$45M -$105K -542 -0.2%
AWM
925
Axxcess Wealth Management
California
$45M +$45M +241,783 New
35 36
37
38 39