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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 %
AWS
1976
AJ Wealth Strategies
New York
$13.7M +$403K +2,077 +3%
WA
1977
WBH Advisory
Maryland
$13.7M -$300K -1,547 -2%
PHS
1978
Pekin Hardy Strauss
Illinois
$13.7M -$633K -3,263 -4%
BWA
1979
Blodgett Wealth Advisors
California
$13.7M +$16.7K +86 +0.1%
CIG
1980
Cairn Investment Group
Washington
$13.7M -$659K -3,400 -5%
MCM
1981
McDonough Capital Management
Florida
$13.7M -$142K -733 -1%
SC
1982
Solstein Capital
California
$13.7M +$264K +1,360 +2%
MCM
1983
Monarch Capital Management
Indiana
$13.7M -$468K -2,415 -3%
EIM
1984
Ervin Investment Management
Washington
$13.6M -$1.04M -5,356 -7%
CMS
1985
Capital Market Strategies
Florida
$13.6M -$33.9K -175 -0.2%
ITIM
1986
Indiana Trust & Investment Management
Indiana
$13.6M -$147K -759 -1%
GU
1987
Georgetown University
District of Columbia
$13.6M +$18.6K +96 +0.1%
CQS
1988
Credential Qtrade Securities
$13.6M -$382K -1,968 -3%
HW
1989
Hedeker Wealth
Illinois
$13.6M -$111K -570 -0.8%
GSB
1990
Greenfield Savings Bank
Massachusetts
$13.6M +$1.22M +6,271 +10%
CPC
1991
Consolidated Planning Corp
Georgia
$13.6M +$1.03M +5,286 +8%
M2MC
1992
Matthew 25 Management Corp
Pennsylvania
$13.6M -$1.26M -6,500 -8%
HHAA
1993
Henry H. Armstrong Associates
Pennsylvania
$13.6M +$124K +637 +0.9%
SDAM
1994
Shulman DeMeo Asset Management
New York
$13.6M +$803K +4,140 +6%
SM
1995
Sweeney & Michel
California
$13.5M -$58.6K -326 -0.4%
SIC
1996
Sterling Investment Counsel
New York
$13.5M +$122K +629 +0.9%
REMPR
1997
Roof Eidam Maycock Peralta (REMP)
California
$13.5M -$486K -2,506 -3%
KCM
1998
KRS Capital Management
Michigan
$13.5M -$124K -641 -0.9%
KNW
1999
Kesler Norman & Wride
Utah
$13.5M -$10.7K -55 -0.1%
ICM
2000
IMS Capital Management
Oregon
$13.5M +$1.11M +5,704 +9%
78 79
80
81 82