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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 %
AHB
1326
Abner Herrman & Brock
New Jersey
$27.7M +$175K +900 +0.6%
PNAA
1327
Pictet North America Advisors
Switzerland
$27.7M +$209K +1,079 +0.8%
SAM
1328
Selway Asset Management
$27.7M +$209K +1,076 +0.8%
JAM
1329
JCIC Asset Management
Ontario, Canada
$27.7M -$1.86M -9,585 -6%
CF
1330
Centaurus Financial
California
$27.7M -$17.1M -88,328 -38%
SAG
1331
SageView Advisory Group
California
$27.6M +$2.89M +14,920 +12%
NIM
1332
Nicollet Investment Management
Minnesota
$27.6M -$1.04M -5,360 -4%
MFG
1333
MidWestOne Financial Group
Iowa
$27.6M +$2.77M +14,255 +11%
LWANC
1334
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.6M -$416K -2,144 -1%
SGA
1335
Strategic Global Advisors
California
$27.6M +$4.93M +25,396 +22%
OFG
1336
Oxford Financial Group
Indiana
$27.6M +$2.51M +12,943 +10%
ACM
1337
Ardent Capital Management
Ohio
$27.6M -$134K -692 -0.5%
ICP
1338
Ironvine Capital Partners
Nebraska
$27.5M -$186K -959 -0.7%
CT
1339
Chicago Trust
Illinois
$27.5M -$297K -1,532 -1%
FG
1340
Foster Group
Iowa
$27.4M +$327K +1,684 +1%
BWM
1341
BerganKDV Wealth Management
Minnesota
$27.3M -$794K -4,093 -3%
CHC
1342
City Holding Co
West Virginia
$27.3M -$1.04M -5,377 -4%
VV
1343
Verity & Verity
South Carolina
$27.3M +$732K +3,776 +3%
BA
1344
Ballast Advisors
Minnesota
$27.3M -$385K -1,985 -1%
BA
1345
Bridgewater Advisors
New York
$27.2M +$266K +1,373 +1%
WBC
1346
West Branch Capital
Massachusetts
$27.1M -$34.7K -179 -0.1%
BWA
1347
BDO Wealth Advisors
Florida
$27.1M +$584K +3,010 +2%
TNA
1348
True North Advisors
Texas
$27M +$988K +5,093 +4%
CG
1349
CFO4Life Group
Texas
$26.9M +$160K +824 +0.6%
CCM
1350
Copeland Capital Management
Pennsylvania
$26.9M +$9.73M +50,170 +57%
52 53
54
55 56