AAPL icon

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 %
MF
1251
Montis Financial
Massachusetts
$30M -$1.05M -5,417 -3%
HCM
1252
Hollencrest Capital Management
California
$30M +$351K +1,809 +1%
AWP
1253
Ascent Wealth Partners
New York
$30M +$1.47M +7,553 +5%
CCB
1254
Country Club Bank
Missouri
$30M -$1.48M -7,809 -5%
SVCP
1255
Silicon Valley Capital Partners
California
$30M -$678K -3,495 -2%
IB
1256
Intrust Bank
Kansas
$29.9M -$750K -3,869 -2%
NFGCM
1257
Norman Fields Gottscho Capital Management
New York
$29.9M -$19.4K -100 -0.1%
BCMO
1258
Buckingham Capital Management (Ohio)
Ohio
$29.9M -$72.5K -374 -0.2%
GCA
1259
Greenwood Capital Associates
South Carolina
$29.9M -$290K -1,493 -1%
GFA
1260
Gifford Fong Associates
California
$29.8M – – –
CWG
1261
Cornerstone Wealth Group
North Carolina
$29.8M -$192K -992 -0.6%
OA
1262
Oxbow Advisors
Texas
$29.8M +$409K +2,106 +1%
Harris Associates
1263
Harris Associates
Illinois
$29.7M -$891K -4,596 -3%
MTIM
1264
Marathon Trading Investment Management
Pennsylvania
$29.7M +$20.1M +103,765 +210%
HBT
1265
Hills Bank & Trust
Iowa
$29.7M -$560K -2,886 -2%
WP
1266
Waycross Partners
Kentucky
$29.7M +$6.02M +31,028 +25%
SIAP
1267
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29.7M -$1.85M -9,538 -6%
GIM
1268
Goelzer Investment Management
Indiana
$29.6M -$851K -4,388 -3%
RA
1269
RFG Advisory
Alabama
$29.5M -$1.07M -5,496 -3%
FMTC
1270
Farmers & Merchants Trust Company
California
$29.5M -$146K -754 -0.5%
HVIA
1271
Hudson Valley Investment Advisors
New York
$29.5M -$118K -607 -0.4%
WSCM
1272
Wellington Shields Capital Management
New York
$29.4M -$32.6M -168,257 -53%
XF
1273
XML Financial
Maryland
$29.4M +$8.92K +46 +0%
MIM
1274
Manitou Investment Management
Ontario, Canada
$29.4M -$482K -2,486 -2%
KWA
1275
Kingswood Wealth Advisors
California
$29.4M +$29.4M +151,569 New
49 50
51
52 53