Apple
AAPL
4,517 hedge funds and large institutions have $1.55T invested in Apple in 2023 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 1,725 increasing their positions, 2,341 reducing their positions, and 100 closing their positions.
69% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 100
27% more capital invested
Capital invested by funds: $1.22T → $1.55T (+$329B)
8% more funds holding in top 10
Funds holding in top 10: 2,516 → 2,726 (+210)
0.45% more ownership
Funds ownership: 58.64% → 59.09% (+0.45%)
1% less funds holding
Funds holding: 4,550 → 4,517 (-33)
5% less call options, than puts
Call options by funds: $40.3B | Put options by funds: $42.3B
26% less repeat investments, than reductions
Existing positions increased: 1,725 | Existing positions reduced: 2,341
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.67B |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$3.01B |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.28B |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.96B |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$1.18B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
-$3.01B |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$2.34B |
| 3 |
Barclays
London,
United Kingdom
|
-$1.62B |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.56B |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.43B |
AAPL Hedge Fund Activity: Q1 2023 in Review
4,517 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2023, worth a combined $1.55T — up 27% from $1.22T a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new AAPL positions and 100 closed out — a net gain of 69 holders — while 1,725 added to existing stakes and 2,341 trimmed.
The largest buyer was Vanguard Group, adding an estimated $4.67B. The largest seller was New England Asset Management, cutting an estimated $3.01B.
- 4,517 institutional investors held Apple (AAPL) as of Q1 2023, down from 4,550 in Q4 2022.
- Funds reported $1.55T of Apple stock for Q1 2023, up 27% quarter-over-quarter.
- 169 funds opened new Apple positions in Q1 2023 and 100 closed out, a net change of +69 holders.
- The largest Apple buyer in Q1 2023 was Vanguard Group, an estimated $4.67B added.
- The largest Apple seller in Q1 2023 was New England Asset Management, an estimated $3.01B sold.
Based on aggregated 13F filings for Q1 2023.