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Apple
AAPL

Overview Fund Activity

5,465 hedge funds and large institutions have $1.92T invested in Apple in 2025 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 2,159 increasing their positions, 2,821 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,465
Holders Change
-45
Holders Change %
-0.82%
% of All Funds
73.23%
Holding in Top 10
2,735
Holding in Top 10 Change
-381
Holding in Top 10 Change %
-12.23%
% of All Funds
36.65%
New
189
Increased
2,159
Reduced
2,821
Closed
120
Calls
$41.8B
Puts
$39.6B
Net Calls
+$2.24B
Net Calls Change
-$2.64B

Top Buyers

1
UBS AM
UBS AM
Illinois
+$21.9B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.25B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.11B
4
BlackRock
BlackRock
New York
+$1.77B
5
Victory Capital Management
Victory Capital Management
Texas
+$1.61B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.38B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.1B
3
Capital World Investors
Capital World Investors
California
-$3.78B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.46B
5
DFG
Demars Financial Group
Washington
-$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
2476
Curated Wealth Partners
California
$9.74M +$150K +732 +2%
FC
2477
Financial Council
Maryland
$9.74M -$201K -978 -2%
CA
2478
CGN Advisors
Kansas
$9.73M -$136K -663 -1%
PDL
2479
Portfolio Design Labs
California
$9.72M -$6M -29,235 -38%
LFA
2480
Laraway Financial Advisors
Minnesota
$9.71M -$156K -761 -2%
NL
2481
NKCFO LLC
Illinois
$9.71M – – –
DI
2482
DAGCO Inc
Ohio
$9.7M +$34.7K +169 +0.4%
IPW
2483
Impact Partnership Wealth
Georgia
$9.69M +$395K +1,925 +4%
CWM
2484
Chesapeake Wealth Management
Virginia
$9.69M -$58.9K -287 -0.6%
RFN
2485
RDA Financial Network
Iowa
$9.68M +$108K +528 +1%
PFA
2486
Pettinga Financial Advisors
Indiana
$9.68M +$7.18K +35 +0.1%
LWP
2487
LeClair Wealth Partners
Ohio
$9.67M -$22.4K -109 -0.2%
CCIA
2488
Cherry Creek Investment Advisors
Colorado
$9.67M -$358K -1,746 -4%
SRC
2489
Sage Rhino Capital
California
$9.66M -$148K -722 -2%
RAM
2490
RedJay Asset Management
Ontario, Canada
$9.64M – – –
LA
2491
Lynch & Associates
Indiana
$9.64M +$36.3K +177 +0.4%
AEPWM
2492
Atlantic Edge Private Wealth Management
Florida
$9.64M -$29.1K -142 -0.3%
RMP
2493
Richards, Merrill & Peterson
Washington
$9.62M -$61.6K -300 -0.6%
WI
2494
WrapManager Inc
California
$9.61M -$1.65M -8,065 -15%
PCA
2495
Purkiss Capital Advisors
Connecticut
$9.61M +$304K +1,481 +3%
KCG
2496
Kinsale Capital Group
Virginia
$9.59M +$1.17M +5,694 +14%
FCT
2497
Family Capital Trust
Massachusetts
$9.58M -$516K -2,517 -5%
PVM
2498
Palogic Value Management
Texas
$9.58M +$12.9K +63 +0.1%
MSFP
2499
Mark Sheptoff Financial Planning
Connecticut
$9.56M -$374K -1,822 -4%
MC
2500
Mathes Company
New York
$9.56M -$226K -1,101 -2%
98 99
100
101 102