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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 %
IA
1301
IFG Advisory
Georgia
$28.5M +$3.53M +18,213 +14%
SWM
1302
Segment Wealth Management
Texas
$28.4M -$237K -1,224 -0.8%
WPC
1303
Wedmont Private Capital
Pennsylvania
$28.4M +$5.4M +28,329 +23%
CA
1304
CoreCap Advisors
Michigan
$28.4M +$28.4M +146,363 New
LSV Asset Management
1305
LSV Asset Management
Illinois
$28.4M -$8.24M -42,500 -23%
WPA
1306
Winning Points Advisors
Florida
$28.4M -$5.23M -27,175 -16%
SFG
1307
SevenBridge Financial Group
Pennsylvania
$28.4M -$188K -967 -0.7%
SB
1308
Strategic Blueprint
Georgia
$28.3M -$1.34M -6,892 -5%
UAS
1309
United Asset Strategies
New York
$28.3M +$14.4K +74 +0.1%
SF
1310
Summit Financial
New Jersey
$28.3M +$2.04M +10,510 +8%
TCBWMS
1311
Texas Capital Bank Wealth Management Services
Texas
$28.2M -$282K -1,452 -1%
CNBT
1312
Canandaigua National Bank & Trust
New York
$28.2M -$710K -3,661 -2%
EF
1313
Empowered Funds
Pennsylvania
$28.2M +$6.01M +30,993 +27%
EST
1314
EA Series Trust
Pennsylvania
$28.2M +$28.2M +145,240 New
FHB
1315
First Hawaiian Bank
Hawaii
$28M -$1.27M -6,550 -4%
FRA
1316
Front Row Advisors
California
$28M -$15.3K -79 -0.1%
CIA
1317
Covington Investment Advisors
Pennsylvania
$27.9M -$286K -1,474 -1%
LPAM
1318
Lodestar Private Asset Management
California
$27.9M +$147K +760 +0.5%
RWS
1319
Resolute Wealth Strategies
Mississippi
$27.8M -$192K -988 -0.7%
MSFS
1320
Main Street Financial Solutions
Pennsylvania
$27.8M +$1.23M +6,324 +5%
RCAG
1321
Rehmann Capital Advisory Group
Michigan
$27.8M -$456K -2,353 -2%
CC
1322
Cadinha & Co
Hawaii
$27.8M +$7.4M +38,125 +36%
IG
1323
Ithaka Group
Virginia
$27.8M -$4.27M -22,017 -13%
MAA
1324
Matrix Asset Advisors
New York
$27.8M -$472K -2,435 -2%
NHT
1325
New Hampshire Trust
New Hampshire
$27.7M +$95.2K +491 +0.3%
51 52
53
54 55