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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 %
SQA
976
Simon Quick Advisors
New Jersey
$41.5M +$351K +1,808 +0.9%
SWA
977
SFMG Wealth Advisors
Texas
$41.5M +$551K +2,841 +1%
CANC
978
Culbertson A N & Co
Virginia
$41.4M -$92.5K -477 -0.2%
RIG
979
RiverFront Investment Group
Virginia
$41.3M +$1.16M +6,004 +3%
SGK
980
Steigerwald Gordon & Koch
Virginia
$41.3M -$274K -1,411 -0.7%
ACP
981
Aviance Capital Partners
Florida
$41.3M -$553K -2,849 -1%
SCM
982
Schnieders Capital Management
California
$41.2M +$16.1K +83 +0%
WA
983
Waverly Advisors
Alabama
$41.2M +$6.89M +35,510 +20%
BIP
984
Blue Investment Partners
California
$41M +$54.3K +280 +0.1%
FA
985
Fagan Associates
New York
$40.9M -$128K -660 -0.3%
VWA
986
Visionary Wealth Advisors
Illinois
$40.9M -$698K -3,601 -2%
BCP
987
Blue Chip Partners
Michigan
$40.9M -$466K -2,400 -1%
JPMIA
988
J.P. Marvel Investment Advisors
Massachusetts
$40.9M -$177K -910 -0.4%
PFS
989
Physicians Financial Services
North Carolina
$40.8M -$126K -648 -0.3%
LSAG
990
Lake Street Advisors Group
New Hampshire
$40.8M +$298K +1,536 +0.7%
AAIM
991
American Assets Investment Management
California
$40.7M – – –
VLKIM
992
Van Lanschot Kempen Investment Management
Netherlands
$40.7M +$5.67M +29,218 +16%
EW
993
Evoke Wealth
California
$40.7M -$66.6M -343,582 -62%
Kayne Anderson Rudnick Investment Management
994
Kayne Anderson Rudnick Investment Management
California
$40.7M +$1.53M +7,885 +4%
JWM
995
JGP Wealth Management
Oregon
$40.6M -$46.9K -242 -0.1%
GFS
996
GYL Financial Synergies
Connecticut
$40.6M +$18.1M +93,389 +81%
BCAM
997
Boston Common Asset Management
Massachusetts
$40.5M -$1.96M -10,127 -5%
BIM
998
Bridgecreek Investment Management
Oklahoma
$40.5M -$1.18M -6,075 -3%
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$40.4M +$5.81M +29,970 +17%
HI
1000
Horizon Investments
North Carolina
$40.4M +$1.12M +5,777 +3%
38 39
40
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