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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 %
MPIM
2026
McGinn Penninger Investment Management
Virginia
$13M +$95.8K +494 +0.7%
NDSI
2027
Newman Dignan & Sheerar Inc
Rhode Island
$13M -$383K -1,975 -3%
CWA
2028
Consilium Wealth Advisory
Texas
$13M +$401K +2,067 +3%
CCM
2029
Carmel Capital Management
California
$12.9M -$881K -4,540 -6%
AC
2030
Apella Capital
Connecticut
$12.9M +$12.9M +66,722 New
KLCM
2031
KG&L Capital Management
Louisiana
$12.9M -$231K -1,190 -2%
IB
2032
Iyo Bank
Japan
$12.9M – – –
GLAM
2033
Gardner Lewis Asset Management
Pennsylvania
$12.9M -$478K -2,465 -4%
LC
2034
Lavaca Capital
Texas
$12.9M -$5.16M -26,620 -29%
WDC
2035
Woodward Diversified Capital
California
$12.9M +$73.3K +378 +0.6%
MVA
2036
Mount Vernon Associates
Maryland
$12.9M -$1.26M -6,505 -9%
GWMIA
2037
Global Wealth Management Investment Advisory
Florida
$12.9M -$215K -1,106 -2%
DCM
2038
Dudley Capital Management
Virginia
$12.9M -$74.9K -386 -0.6%
RWA
2039
Roberts Wealth Advisors
California
$12.9M -$3.79M -19,525 -23%
GWM
2040
Graybill Wealth Management
Illinois
$12.9M -$198K -1,022 -2%
XWM
2041
Xcel Wealth Management
Florida
$12.9M -$102K -528 -0.8%
IPAM
2042
ICICI Prudential Asset Management
India
$12.9M +$677K +3,490 +6%
KFS
2043
Kaizen Financial Strategies
California
$12.8M -$8.73K -46 -0.1%
RCA
2044
Resonant Capital Advisors
Wisconsin
$12.8M +$69.1K +356 +0.5%
HCP
2045
Hexagon Capital Partners
Arkansas
$12.8M -$183K -943 -1%
BRG
2046
Bay Rivers Group
Virginia
$12.8M -$309K -1,593 -2%
MFS
2047
Mirabella Financial Services
United Kingdom
$12.8M +$5.23M +26,977 +69%
DWM
2048
Drive Wealth Management
Utah
$12.8M +$1.1M +5,670 +9%
SAG
2049
Spotlight Asset Group
Illinois
$12.8M -$6.01M -30,981 -32%
BCCM
2050
Bridge Creek Capital Management
Massachusetts
$12.8M -$360K -1,858 -3%
80 81
82
83 84