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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 %
DDPIC
1651
Deroy & Devereaux Private Investment Counsel
Michigan
$19.2M +$2.75M +14,197 +17%
W
1652
WealthOne
New York
$19.2M +$935K +4,821 +5%
WMC
1653
Westwood Management Corporation
Illinois
$19.2M +$12.6M +64,790 +190%
LJAC
1654
L.J. Altfest & Co
New York
$19.2M +$7.88M +40,631 +70%
BB
1655
Berkshire Bank
Massachusetts
$19.1M -$309K -1,593 -2%
RWM
1656
Rench Wealth Management
Texas
$19.1M -$171K -879 -0.9%
RRCM
1657
Rappaport Reiches Capital Management
Illinois
$19.1M -$1.7M -8,750 -8%
MGWM
1658
Marks Group Wealth Management
Minnesota
$19M +$5.28M +27,230 +38%
PG
1659
Patten Group
Tennessee
$19M -$526K -2,713 -3%
OIA
1660
Optimum Investment Advisors
Illinois
$19M +$81.5K +420 +0.4%
NCM
1661
Nelson Capital Management
California
$19M -$644K -3,319 -3%
EML
1662
Eos Management LP
New York
$19M – – –
TFA
1663
Toth Financial Advisory
Virginia
$19M -$645K -3,326 -3%
FWM
1664
Focused Wealth Management
New York
$19M -$318K -1,639 -2%
PMFA
1665
Plante Moran Financial Advisors
Michigan
$18.9M -$772K -3,978 -4%
CWM
1666
C2C Wealth Management
Arizona
$18.9M +$1.09M +5,603 +6%
JSC
1667
Jackson Square Capital
California
$18.9M +$3.75M +19,337 +25%
GH
1668
GAM Holding
Switzerland
$18.9M -$67.5K -348 -0.4%
KTC
1669
Kistler-Tiffany Companies
Pennsylvania
$18.9M +$302K +1,557 +2%
FPGK
1670
Financial Partners Group (Kansas)
Kansas
$18.9M -$304K -1,669 -2%
HCP
1671
Holt Capital Partners
Texas
$18.9M +$121K +622 +0.6%
MA
1672
MJP Associates
Connecticut
$18.8M -$574K -2,957 -3%
WRPWM
1673
Werba Rubin Papier Wealth Management
California
$18.8M +$10.9K +56 +0.1%
CHA
1674
Carmichael Hill & Associates
Maryland
$18.8M +$169K +869 +0.9%
NM
1675
NWI Management
New York
$18.8M -$1.55M -8,000 -8%
65 66
67
68 69