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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 %
WWM
1226
Westwood Wealth Management
California
$31.1M -$321K -1,653 -1%
PJSIMP
1227
P.J. Schmidt Investment Management (PJS)
Wisconsin
$31M -$508K -2,625 -2%
HH
1228
Hilltop Holdings
Texas
$31M +$21.5M +110,638 +225%
WIM
1229
WealthPlan Investment Management
Nebraska
$31M -$24.3M -125,421 -44%
IIA
1230
IPG Investment Advisors
California
$31M -$1.99M -10,246 -6%
SHGA
1231
Sand Hill Global Advisors
California
$30.9M -$446K -2,299 -1%
DAM
1232
Diamant Asset Management
Connecticut
$30.6M -$47.1K -243 -0.2%
SMC
1233
Smith, Moore & Co
Missouri
$30.6M +$1.64M +8,472 +6%
QI
1234
Qtron Investments
Massachusetts
$30.6M +$697K +3,595 +2%
JFG
1235
Jefferies Financial Group
New York
$30.5M -$13.9M -71,602 -31%
JIR
1236
James Investment Research
Ohio
$30.4M +$565K +2,915 +2%
VIA
1237
Vident Investment Advisory
Georgia
$30.4M -$68.6M -353,637 -69%
OAM
1238
Oak Asset Management
California
$30.4M -$417K -2,148 -1%
LFRG
1239
Lazard Frères Gestion
France
$30.4M -$66.3K -347 -0.2%
MMG
1240
Monetary Management Group
Missouri
$30.3M -$5.77M -29,750 -16%
MMPW
1241
Mitchell McLeod Pugh & Williams
Alabama
$30.3M -$1.16K -6 -0%
SSA
1242
South Street Advisors
New York
$30.3M -$1.11M -5,704 -4%
HR
1243
Howe & Rusling
New York
$30.3M -$1.69M -8,692 -5%
PCM
1244
Princeton Capital Management
New Jersey
$30.3M -$319K -1,644 -1%
TA
1245
Tiedemann Advisors
New York
$30.3M +$5.67M +29,257 +23%
HCM
1246
Hutchinson Capital Management
California
$30.3M -$938K -4,837 -3%
SWIG
1247
Strategic Wealth Investment Group
Kentucky
$30.2M +$1.71M +8,824 +6%
SFG
1248
SNS Financial Group
Minnesota
$30.2M -$889K -4,584 -3%
KCPG
1249
Kavar Capital Partners Group
Kansas
$30.1M -$1.09M -5,622 -3%
VAS
1250
Vestmark Advisory Solutions
Massachusetts
$30.1M +$321K +1,656 +1%
48 49
50
51 52