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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 %
BHBT
2301
Burke & Herbert Bank & Trust
Virginia
$10.4M -$647K -3,333 -6%
AIA
2302
Alera Investment Advisors
Illinois
$10.4M -$145K -750 -1%
MIM
2303
MTM Investment Management
South Carolina
$10.4M -$99.3K -512 -0.9%
P
2304
Paradiem
Louisiana
$10.4M – – –
Loomis, Sayles & Company
2305
Loomis, Sayles & Company
Massachusetts
$10.4M -$3.23M -16,665 -24%
BZWA
2306
Blue Zone Wealth Advisors
California
$10.3M +$16.3K +84 +0.2%
PVM
2307
Palogic Value Management
Texas
$10.3M -$236K -1,216 -2%
HBWM
2308
Hollow Brook Wealth Management
New York
$10.3M -$1.72M -8,889 -14%
NEWAS
2309
N.E.W. Advisory Services
Wisconsin
$10.3M -$492K -2,539 -5%
HBT
2310
Heartland Bank & Trust
Illinois
$10.3M -$780K -4,023 -7%
RPA
2311
Rock Point Advisors
Vermont
$10.3M -$186K -957 -2%
JA
2312
JVL Associates
Michigan
$10.3M -$132K -683 -1%
EAM
2313
Eukles Asset Management
Ohio
$10.3M +$42.9K +221 +0.4%
CC
2314
Cornerstone Capital
California
$10.3M +$1.11M +5,742 +12%
CCA
2315
Clearwater Capital Advisors
Illinois
$10.3M -$1.04M -5,362 -9%
IFAM
2316
Institutional & Family Asset Management
Colorado
$10.2M +$153K +787 +2%
HAS
2317
HBW Advisory Services
California
$10.2M +$1.2M +6,182 +13%
AAMA
2318
Advanced Asset Management Advisors
Ohio
$10.2M +$38.8K +200 +0.4%
BI
2319
Ballast Inc
Kentucky
$10.2M +$13K +67 +0.1%
CWM
2320
Chesapeake Wealth Management
Virginia
$10.2M -$24.6K -127 -0.2%
CCFP
2321
Charles Carroll Financial Partners
Massachusetts
$10.2M +$15.5K +80 +0.2%
IIC
2322
Integrated Investment Consultants
Michigan
$10.2M -$175K -900 -2%
CWP
2323
Concord Wealth Partners
Virginia
$10.2M +$2M +10,334 +25%
SFS
2324
Searcy Financial Services
Kansas
$10.1M -$203K -1,048 -2%
NPT
2325
Nixon Peabody Trust
Massachusetts
$10.1M -$2.63M -13,581 -21%
91 92
93
94 95