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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 %
EWM
1026
Edge Wealth Management
New York
$39.1M +$478K +2,466 +1%
AF
1027
Apexium Financial
Texas
$39.1M -$653K -3,368 -2%
CM
1028
Churchill Management
California
$39.1M -$2.16M -11,145 -5%
EWM
1029
Elite Wealth Management
Washington
$39M +$1.6M +8,268 +4%
DP
1030
Dundas Partners
United Kingdom
$39M – – –
AWM
1031
Avitas Wealth Management
California
$38.9M -$545K -2,811 -1%
CCWM
1032
Cassaday & Co Wealth Management
Virginia
$38.9M -$1.06M -5,480 -3%
RSVP
1033
Ramsay Stattman Vela & Price
Colorado
$38.9M -$781K -4,024 -2%
LOAME
1034
Lombard Odier Asset Management (Europe)
United Kingdom
$38.8M -$1.62M -8,335 -4%
UBV
1035
United Bank (Virginia)
Virginia
$38.8M -$1.87M -9,635 -5%
NFG
1036
Nations Financial Group
Iowa
$38.8M -$437K -2,253 -1%
SPC
1037
Stewart & Patten Company
California
$38.7M -$2.38M -12,260 -6%
GAM
1038
Griffin Asset Management
New York
$38.7M -$555K -2,861 -1%
PIM
1039
Progressive Investment Management
Oregon
$38.6M -$2.2M -11,356 -5%
JA
1040
JLB & Associates
Michigan
$38.6M -$773K -3,987 -2%
PPW
1041
Parcion Private Wealth
Washington
$38.6M +$1.08M +5,551 +3%
BWFA
1042
Baltimore-Washington Financial Advisors
Maryland
$38.6M -$9.31M -47,997 -19%
LWM
1043
Laidlaw Wealth Management
New York
$38.5M -$1.29M -6,661 -3%
MG
1044
Mather Group
Illinois
$38.4M +$5.76M +29,689 +18%
VIP
1045
Vantage Investment Partners
Missouri
$38.4M -$3.94M -20,326 -9%
NCM
1046
Novare Capital Management
North Carolina
$38.3M -$1.5M -7,733 -4%
KFGK
1047
Keystone Financial Group (Kentucky)
Kentucky
$38.3M +$38.3M +197,296 New
SBCM
1048
Schwerin Boyle Capital Management
Massachusetts
$38.3M -$1.73M -8,935 -4%
ESBC
1049
E.S. Barr & Co
Kentucky
$38.2M -$145K -745 -0.4%
MGI
1050
MayTech Global Investments
New York
$38.2M +$4.67M +24,097 +14%
40 41
42
43 44