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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 %
NPF
1626
Norris Perne & French
Michigan
$19.6M -$779K -4,015 -4%
PCP
1627
Proficio Capital Partners
Massachusetts
$19.5M +$769K +3,964 +4%
SWM
1628
Stockman Wealth Management
Montana
$19.5M -$4.45M -22,954 -19%
SC
1629
Schubert & Co
Texas
$19.5M -$3.72M -19,191 -16%
MWM
1630
Mattern Wealth Management
Kansas
$19.5M +$883K +4,554 +5%
THWM
1631
Taylor Hoffman Wealth Management
Virginia
$19.5M -$159K -821 -0.8%
GIA
1632
Guyasuta Investment Advisors
Pennsylvania
$19.5M +$105K +543 +0.5%
EIP
1633
Ellis Investment Partners
Pennsylvania
$19.4M -$627K -3,235 -3%
CLCM
1634
Center Lake Capital Management
Florida
$19.4M +$4.85M +25,000 +33%
RIG
1635
Renaissance Investment Group
Massachusetts
$19.4M -$1.05M -5,426 -5%
MCP
1636
Mirador Capital Partners
California
$19.4M -$241K -1,243 -1%
HC
1637
Hendley & Co
Ohio
$19.3M -$29.9K -154 -0.2%
ZB
1638
Zions Bancorporation
Utah
$19.3M -$3.53M -18,217 -15%
HWM
1639
HFR Wealth Management
New York
$19.3M -$133K -684 -0.7%
IWA
1640
Intercontinental Wealth Advisors
Texas
$19.3M +$4.37M +22,545 +29%
SCM
1641
SOL Capital Management
Maryland
$19.3M +$1.6M +8,250 +9%
MFA
1642
Mayflower Financial Advisors
Massachusetts
$19.3M -$576K -3,106 -3%
RWP
1643
Ridgecrest Wealth Partners
California
$19.3M -$195K -1,005 -1%
HPIA
1644
Hamilton Point Investment Advisors
North Carolina
$19.3M -$2.2M -11,341 -10%
TS
1645
Tamar Securities
California
$19.3M -$988K -5,091 -5%
SGC
1646
Slocum, Gordon & Co
Rhode Island
$19.2M +$19.2M +9,936 New
MWM
1647
Merriman Wealth Management
Washington
$19.2M -$7.57K -39 -0%
SS
1648
Sunbelt Securities
Texas
$19.2M +$196K +1,010 +1%
CCMW
1649
Cypress Capital Management (Wyoming)
Wyoming
$19.2M -$83.4K -430 -0.4%
LCGC
1650
Legacy Capital Group California
California
$19.2M +$1.1M +5,693 +6%
64 65
66
67 68