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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 %
HA
1726
Hamel Associates
New Jersey
$17.9M -$2.56M -13,196 -13%
SL
1727
Salomon & Ludwin
Virginia
$17.9M +$375K +1,935 +2%
MA
1728
MONECO Advisors
Connecticut
$17.9M -$518K -2,669 -3%
ZIG
1729
Zuckerman Investment Group
Illinois
$17.8M +$10.9K +56 +0.1%
SCA
1730
St. Clair Advisors
Ohio
$17.8M +$916K +4,724 +5%
NFSG
1731
Newbridge Financial Services Group
Florida
$17.8M +$97.2K +501 +0.5%
NG
1732
NatWest Group
United Kingdom
$17.8M -$1.11M -5,726 -6%
CWM
1733
Circle Wealth Management
New Jersey
$17.8M -$145K -746 -0.8%
UWM
1734
Udine Wealth Management
Florida
$17.8M -$137K -705 -0.8%
MJP
1735
Michael J. Puzo
$17.8M -$851K -4,386 -5%
AWM
1736
Angeles Wealth Management
California
$17.7M +$104K +537 +0.6%
CWA
1737
Canvas Wealth Advisors
Kansas
$17.6M -$444K -2,306 -2%
ACM
1738
Avalon Capital Management
California
$17.6M -$39.8K -205 -0.2%
MAWCM
1739
Mine & Arao Wealth Creation & Management
California
$17.6M -$54.5K -281 -0.3%
MAM
1740
Montchanin Asset Management
Delaware
$17.6M -$119K -615 -0.7%
BWP
1741
Balboa Wealth Partners
Arizona
$17.6M -$152K -786 -0.9%
SFP
1742
Shepherd Financial Partners
Massachusetts
$17.6M +$318K +1,640 +2%
ORC
1743
O'Rourke & Company
Massachusetts
$17.5M +$582 +3 +0%
UCMOK
1744
United Capital Management of KS
Kansas
$17.5M -$338K -1,740 -2%
BCM
1745
Bowie Capital Management
Texas
$17.5M -$970K -5,000 -5%
AFP
1746
Ausdal Financial Partners
Iowa
$17.4M -$739K -3,812 -4%
DAM
1747
Doheny Asset Management
California
$17.4M -$93.1K -480 -0.5%
RMAM
1748
Raab & Moskowitz Asset Management
New Jersey
$17.4M -$22.3K -115 -0.1%
LOPW
1749
Live Oak Private Wealth
North Carolina
$17.4M -$97.6K -503 -0.6%
GWANC
1750
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.4M +$809K +4,170 +5%
68 69
70
71 72