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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 %
CRIG
1826
Charter Research & Investment Group
Connecticut
$15.9M -$249K -1,283 -2%
FM
1827
Family Management
New York
$15.9M -$1.53M -7,906 -9%
WFG
1828
Wills Financial Group
Virginia
$15.9M -$85.5K -441 -0.5%
SIA
1829
Strategic Investment Advisors
Michigan
$15.9M +$1.55M +8,002 +11%
BFC
1830
Bedel Financial Consulting
Indiana
$15.9M +$96.2K +496 +0.6%
CWM
1831
Cordatus Wealth Management
Pennsylvania
$15.9M +$15.9M +82,027 New
CC
1832
Capital Counsel
New York
$15.9M +$82.2K +424 +0.5%
AIA
1833
Allied Investment Advisors
Montana
$15.9M +$81.3K +419 +0.5%
AGC
1834
Aspen Grove Capital
Colorado
$15.8M +$5.23M +26,942 +49%
FAG
1835
Financial Advisory Group
Texas
$15.8M -$582K -3,003 -4%
LBC
1836
Lawrence B. Cohen
$15.8M -$2.32M -11,971 -13%
FIM
1837
Fernwood Investment Management
Massachusetts
$15.8M +$1.72M +9,163 +12%
ERIC
1838
Eagle Rock Investment Company
Georgia
$15.8M +$23.5K +121 +0.1%
AIM
1839
Acropolis Investment Management
Missouri
$15.8M +$91.2K +470 +0.6%
TFCP
1840
Twin Focus Capital Partners
Massachusetts
$15.8M +$74.3K +383 +0.5%
KWM
1841
Keebeck Wealth Management
Illinois
$15.7M +$1.2M +6,207 +8%
SC
1842
Sierra Capital
Florida
$15.7M -$285K -1,471 -2%
HWAM
1843
Hennion & Walsh Asset Management
New Jersey
$15.7M -$1.29M -6,645 -8%
HGCK
1844
HPC Germany & Co KG
Germany
$15.7M – – –
TA
1845
TFG Advisers
Michigan
$15.7M +$31.4K +162 +0.2%
LA
1846
LexAurum Advisors
Kansas
$15.7M +$1.52M +7,818 +11%
FMI
1847
F/M Investments
District of Columbia
$15.7M -$252K -1,303 -2%
AGAM
1848
Avalon Global Asset Management
California
$15.7M -$892K -4,600 -5%
BONST
1849
Bank of Nova Scotia Trust
Ontario, Canada
$15.7M +$1.05M +5,425 +7%
CAM
1850
Clark Asset Management
New Hampshire
$15.7M +$705K +3,634 +5%
72 73
74
75 76