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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 %
RWA
1126
River Wealth Advisors
Pennsylvania
$34.4M -$882K -4,546 -2%
SIG
1127
Sargent Investment Group
Maryland
$34.4M -$1.73M -8,919 -5%
WIC
1128
Woodmont Investment Counsel
Tennessee
$34.4M -$357K -1,839 -1%
RIA
1129
Realta Investment Advisors
Delaware
$34.3M +$397K +2,045 +1%
GL
1130
Graypoint LLC
New York
$34.3M -$363K -1,869 -1%
KJWM
1131
Kiley Juergens Wealth Management
Washington
$34.2M -$323K -1,664 -0.9%
AT
1132
Arvest Trust
Oklahoma
$34.1M -$9.06M -46,102 -21%
KWA
1133
KCS Wealth Advisory
California
$34.1M -$227K -1,168 -0.7%
KLWA
1134
Kelly Lawrence W & Associates
California
$34.1M -$1.77M -9,548 -5%
GLLW
1135
Graves Light Lenhart Wealth
Virginia
$34.1M +$34.1M +175,878 New
TW
1136
TrinityPoint Wealth
Connecticut
$34.1M -$39.8K -205 -0.1%
TAIM
1137
Te Ahumairangi Investment Management
New Zealand
$34.1M -$3.94M -20,331 -10%
VWM
1138
Venturi Wealth Management
Texas
$34.1M -$355K -1,831 -1%
APP
1139
Avantax Planning Partners
Iowa
$34M +$3.66M +18,845 +12%
HFM
1140
Harvest Fund Management
China
$34M +$2.85M +14,723 +9%
PIM
1141
Penobscot Investment Management
Massachusetts
$34M +$235K +1,213 +0.7%
TTWM
1142
TCV Trust & Wealth Management
Virginia
$33.9M -$1.01M -5,212 -3%
BW
1143
Bison Wealth
Georgia
$33.8M +$14.1M +72,889 +72%
HAIM
1144
Hunter Associates Investment Management
Pennsylvania
$33.8M -$543K -2,798 -2%
AAM
1145
Azzad Asset Management
Virginia
$33.7M -$44.6K -230 -0.1%
UAM
1146
UAS Asset Management
New York
$33.7M +$7.62M +39,308 +29%
OWA
1147
One Wealth Advisors
California
$33.7M -$1.12M -5,767 -3%
FBC
1148
Fairfield, Bush & Co
Connecticut
$33.7M +$7.72M +39,795 +30%
RCP
1149
Rothschild Capital Partners
New York
$33.7M – – –
AF
1150
Alerus Financial
North Dakota
$33.7M -$321K -1,654 -0.9%
44 45
46
47 48