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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 %
CCA
1101
Checchi Capital Advisers
California
$35.4M +$2.69M +13,861 +8%
BL
1102
Balentine LLC
Georgia
$35.4M +$12.6M +65,136 +55%
NIG
1103
NFJ Investment Group
Texas
$35.4M -$22M -113,291 -38%
CI
1104
Cigna Investments
Connecticut
$35.4M -$291K -1,500 -0.8%
PCA
1105
Pallas Capital Advisors
Massachusetts
$35.4M -$3.06M -15,757 -8%
PWAG
1106
Polaris Wealth Advisory Group
California
$35.3M -$25.4M -130,796 -42%
BFIC
1107
Bedell Frazier Investment Counselling
California
$35.3M -$6.27M -32,300 -15%
Belvedere Trading
1108
Belvedere Trading
Illinois
$35.2M +$34.2M +176,272 +3,331%
PTC
1109
Private Trust Company
Ohio
$35.2M -$152K -785 -0.4%
LW
1110
Linscomb Wealth
Texas
$35M -$148K -763 -0.4%
BHPW
1111
Beverly Hills Private Wealth
California
$35M +$13.5M +73,941 +63%
PA
1112
Procyon Advisors
Connecticut
$34.9M +$3.42M +17,635 +11%
BWM
1113
Buckley Wealth Management
Nevada
$34.9M -$1.08M -5,551 -3%
GA
1114
GFS Advisors
Texas
$34.9M +$48.5K +250 +0.1%
BOH
1115
Bank of Hawaii
Hawaii
$34.9M -$194 -1 -0%
WCMN
1116
Westchester Capital Management (Nebraska)
Nebraska
$34.9M -$1.73M -8,900 -5%
FANJ
1117
Financial Architects (New Jersey)
New Jersey
$34.8M +$1.94M +9,981 +6%
LCM
1118
Lazari Capital Management
California
$34.7M +$34.7M +178,977 New
FFP
1119
FourThought Financial Partners
Florida
$34.6M -$2.98M -15,375 -8%
DBG
1120
De Burlo Group
Massachusetts
$34.6M -$388K -1,999 -1%
SCA
1121
Sage Capital Advisors
South Dakota
$34.5M -$343K -1,767 -1%
ZF
1122
Zhang Financial
Michigan
$34.5M -$213K -1,102 -0.6%
CCM
1123
Campbell Capital Management
Florida
$34.5M -$1.05M -5,400 -3%
FNFDCM
1124
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$34.5M +$949K +4,890 +3%
CIAS
1125
Capital Investment Advisory Services
North Carolina
$34.4M -$580K -2,991 -2%
43 44
45
46 47