AAPL icon

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 %
SFS
2076
Summit Financial Strategies
Ohio
$12.6M +$142K +732 +1%
ATFA
2077
All Terrain Financial Advisors
Minnesota
$12.6M -$514K -2,652 -4%
BCA
2078
Bray Capital Advisors
Florida
$12.6M -$463K -2,387 -4%
PCA
2079
Providence Capital Advisors
North Carolina
$12.6M -$5.78M -29,811 -32%
TIP
2080
Torray Investment Partners
Maryland
$12.5M -$1.27M -6,542 -9%
WCWM
2081
Willow Creek Wealth Management
California
$12.5M +$879K +4,531 +8%
AFT
2082
Alpha Family Trust
California
$12.5M -$12.6K -65 -0.1%
CIA
2083
Cladis Investment Advisory
Montana
$12.5M -$166K -857 -1%
WDG
2084
Wealth Dimensions Group
Ohio
$12.5M -$93.7K -483 -0.7%
BBWA
2085
Bell & Brown Wealth Advisors
California
$12.4M +$214K +1,105 +2%
LAIC
2086
Lederer & Associates Investment Counsel
California
$12.4M -$1.16M -5,968 -9%
BWM
2087
Baystate Wealth Management
Massachusetts
$12.4M +$57.6K +297 +0.5%
TSS
2088
Thomas Story & Son
Indiana
$12.4M -$9.7K -50 -0.1%
FMN
2089
Financial Management Network
California
$12.4M -$345K -1,794 -3%
AG
2090
Advocate Group
Minnesota
$12.4M -$142K -734 -1%
HVP
2091
Hudson Value Partners
Florida
$12.4M +$754K +3,894 +6%
PW
2092
Peninsula Wealth
California
$12.3M +$102K +527 +0.8%
AIA
2093
Arbor Investment Advisors
North Carolina
$12.3M -$1.17M -6,053 -9%
OBGC
2094
O'Brien Greene & Co
Pennsylvania
$12.3M -$236K -1,218 -2%
NIC
2095
Northwest Investment Counselors
Oregon
$12.3M -$1.58M -8,134 -11%
BCPWM
2096
Bradley & Co Private Wealth Management
Florida
$12.3M -$947K -4,880 -7%
OCM
2097
Once Capital Management
New York
$12.3M – – –
PI
2098
Parkside Investments
Illinois
$12.3M -$650K -3,351 -5%
KIG
2099
Kennedy Investment Group
New Jersey
$12.3M +$403K +2,080 +3%
DG
2100
DMC Group
Alabama
$12.3M -$2.08M -10,743 -15%
82 83
84
85 86