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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 %
CBFP
1551
Cedar Brook Financial Partners
Ohio
$21.1M +$769K +3,964 +4%
BOPW
1552
Brandywine Oak Private Wealth
Pennsylvania
$21.1M -$190K -982 -0.9%
SDJVC
1553
St. Denis J. Villere & Co
Louisiana
$21M +$8.15M +42,009 +63%
MW
1554
Marcum Wealth
Ohio
$21M -$168K -864 -0.8%
SMA
1555
Sage Mountain Advisors
Georgia
$21M +$749K +3,863 +4%
BL
1556
BFSG LLC
California
$21M +$805K +4,156 +4%
PCTC
1557
Perkins Coie Trust Company
Washington
$21M -$244K -1,258 -1%
CPIA
1558
Cornell Pochily Investment Advisors
New York
$21M -$233K -1,203 -1%
DA
1559
DCM Advisors
New York
$21M +$115K +593 +0.6%
PWM
1560
Paulson Wealth Management
Illinois
$20.9M +$1.2M +6,166 +6%
SAM
1561
Sabadell Asset Management
Spain
$20.9M -$333K -1,731 -2%
MC
1562
Montag & Caldwell
Georgia
$20.8M -$189K -974 -0.9%
PMAM
1563
Picton Mahoney Asset Management
Ontario, Canada
$20.7M -$2.59M -13,360 -11%
KFI
1564
Key Financial Inc
Pennsylvania
$20.7M +$132K +680 +0.6%
CGA
1565
Crescent Grove Advisors
Illinois
$20.7M -$115K -592 -0.6%
FCP
1566
Fidelis Capital Partners
Florida
$20.6M +$694K +3,579 +3%
MCG
1567
McCollum Christoferson Group
New York
$20.6M -$154K -795 -0.7%
PSP
1568
Principal Street Partners
Tennessee
$20.6M -$645K -3,324 -3%
NAMM
1569
NorthStar Asset Management (Massachusetts)
Massachusetts
$20.6M -$192K -990 -0.9%
RCA
1570
Riverview Capital Advisers
Massachusetts
$20.6M +$84.8K +437 +0.4%
CPA
1571
Capital Planning Advisors
California
$20.6M +$308K +1,589 +2%
KHLMVGHM
1572
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$20.6M -$6.07M -31,910 -23%
IA
1573
Insight Advisors
Pennsylvania
$20.5M -$492K -2,536 -2%
FWI
1574
Facet Wealth Inc
Maryland
$20.5M +$267K +1,385 +1%
FIB
1575
First Interstate Bank
Montana
$20.5M -$1.54M -7,926 -7%
61 62
63
64 65