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Apple
AAPL

Overview Fund Activity

4,303 hedge funds and large institutions have $1.28T invested in Apple in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 1,757 increasing their positions, 2,163 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,303
Holders Change
-52
Holders Change %
-1.19%
% of All Funds
72.76%
Holding in Top 10
2,547
Holding in Top 10 Change
-176
Holding in Top 10 Change %
-6.46%
% of All Funds
43.07%
New
120
Increased
1,757
Reduced
2,163
Closed
112
Calls
$29.6B
Puts
$34.2B
Net Calls
-$4.6B
Net Calls Change
+$3.2B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.84B
2
Norges Bank
Norges Bank
Norway
+$1.46B
3
Legal & General Group
Legal & General Group
United Kingdom
+$1.29B
4
UBS AM
UBS AM
Illinois
+$1.19B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1B

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$3.54B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$2.44B
3
State Street
State Street
Massachusetts
-$2.14B
4
CIAS
CFS Investment Advisory Services
New Jersey
-$1.01B
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$994M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFG
1626
Vishria Bird Financial Group
Tennessee
$14.4M -$162K -1,183 -1%
TWA
1627
TCI Wealth Advisors
Arizona
$14.4M +$92.3K +675 +0.6%
FPGK
1628
Financial Partners Group (Kansas)
Kansas
$14.4M +$2.46K +18 +0%
FFA
1629
Founders Financial Alliance
North Carolina
$14.4M -$3.7M -27,048 -20%
Bank of Montreal
1630
Bank of Montreal
Ontario, Canada
$14.3M +$1.21M +2,410,850 +9%
TS
1631
Tamar Securities
California
$14.3M -$66.4K -486 -0.5%
CPA
1632
Capital Planning Advisors
California
$14.3M -$380K -2,777 -3%
BFPW
1633
BOK Financial Private Wealth
Colorado
$14.3M -$9.35M -68,408 -40%
HWM
1634
HFR Wealth Management
New York
$14.2M -$14.9K -109 -0.1%
HPIA
1635
Hamilton Point Investment Advisors
North Carolina
$14.2M +$332K +2,427 +2%
BWP
1636
BSW Wealth Partners
Colorado
$14.2M +$303K +2,214 +2%
KCM
1637
Karp Capital Management
California
$14.2M -$325K -2,380 -2%
BCM
1638
Banyan Capital Management
Georgia
$14.2M +$36.6K +268 +0.3%
PFM
1639
Peak Financial Management
Massachusetts
$14.2M +$12.4M +370,628 +710%
CSS
1640
Cubist Systematic Strategies
Connecticut
$14.1M -$17M -124,419 -55%
PMG
1641
ProVise Management Group
Florida
$14.1M -$175K -1,280 -1%
VC
1642
Vicus Capital
Pennsylvania
$14.1M -$698K -5,103 -5%
LBC
1643
Lawrence B. Cohen
$14.1M +$288K +2,110 +2%
PCTC
1644
Perkins Coie Trust Company
Washington
$14.1M -$17.1K -125 -0.1%
FLII
1645
First Long Island Investors
New York
$14.1M -$607K -4,440 -4%
THWM
1646
Taylor Hoffman Wealth Management
Virginia
$14M -$560K -4,028 -4%
HCP
1647
Holt Capital Partners
Texas
$14M -$367K -2,685 -3%
AOWM
1648
Alpha Omega Wealth Management
Virginia
$14M -$317K -2,318 -2%
SWIG
1649
Strategic Wealth Investment Group
Kentucky
$14M -$1.83M -13,385 -12%
LP
1650
LMR Partners
United Kingdom
$14M +$10.2M +74,621 +268%
64 65
66
67 68