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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 %
NBT
1601
Northwest Bank & Trust
Iowa
$20M +$20M +103,163 New
PMG
1602
ProVise Management Group
Florida
$20M +$171K +884 +0.9%
LWM
1603
Liberty Wealth Management
California
$20M -$16.3M -84,240 -45%
CAM
1604
Covenant Asset Management
New Jersey
$20M -$12K -62 -0.1%
AFM
1605
Armstrong Fleming & Moore
District of Columbia
$19.9M +$19.9M +102,841 New
CI
1606
Capital International
California
$19.9M +$4.63M +23,845 +30%
MWA
1607
Meridian Wealth Advisors
Texas
$19.9M -$2.35M -12,114 -11%
CWC
1608
Carolinas Wealth Consulting
North Carolina
$19.9M -$400K -2,062 -2%
JEST
1609
JTC Employer Solutions Trustee
Jersey
$19.8M -$172K -890 -0.9%
MSS
1610
Mitchell Sinkler & Starr
Pennsylvania
$19.8M +$84.4K +435 +0.4%
GCA
1611
Gradient Capital Advisors
California
$19.8M -$212K -1,095 -1%
GD
1612
Grandfield & Dodd
New York
$19.8M -$137K -708 -0.7%
GCM
1613
Goldstream Capital Management
Hong Kong
$19.8M +$17.2M +88,465 +644%
CC
1614
Callan Capital
California
$19.8M +$315K +1,622 +2%
HT
1615
Headlands Technologies
Illinois
$19.8M +$12.5M +64,678 +174%
LCM
1616
Liberty Capital Management
Michigan
$19.7M +$71.8K +370 +0.4%
HIC
1617
Harbor Island Capital
Massachusetts
$19.7M -$1.91M -9,822 -9%
HCM
1618
Horiko Capital Management
New York
$19.7M -$1.34M -6,890 -6%
AMG
1619
Asset Management Group
Connecticut
$19.7M +$388 +2 +0%
FDS
1620
First Dallas Securities
Texas
$19.7M -$58.2K -300 -0.3%
PCMK
1621
Paragon Capital Management (Kansas)
Kansas
$19.7M -$203K -1,044 -1%
MW
1622
MBL Wealth
North Carolina
$19.7M +$3.38M +17,410 +21%
SW
1623
SkyOak Wealth
Michigan
$19.6M -$637K -3,285 -3%
RFG
1624
RFP Financial Group
Georgia
$19.6M +$17.8M +92,004 +1,005%
SCM
1625
Sterneck Capital Management
Missouri
$19.6M -$531K -2,740 -3%
63 64
65
66 67