AAPL icon

Apple
AAPL

Overview Fund Activity

5,510 hedge funds and large institutions have $2.03T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,002 increasing their positions, 3,057 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,510
Holders Change
-71
Holders Change %
-1.27%
% of All Funds
74.83%
Holding in Top 10
3,116
Holding in Top 10 Change
-222
Holding in Top 10 Change %
-6.65%
% of All Funds
42.32%
New
167
Increased
2,002
Reduced
3,057
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.02B

Top Buyers

1
BlackRock
BlackRock
New York
+$3.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.5B
3
Amundi
Amundi
France
+$2.98B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.14B
5
Citigroup
Citigroup
New York
+$2.08B

Top Sellers

1
UBS AM
UBS AM
Illinois
-$20.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$5.28B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.01B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.51B
5
HHII
H&H International Investment
California
-$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
2501
Laraway Financial Advisors
Minnesota
$10.7M -$45.1K -203 -0.4%
BIMC
2502
Benson Investment Management Company
Virginia
$10.7M -$1.28M -5,755 -11%
CA
2503
CGN Advisors
Kansas
$10.7M -$3.54M -15,941 -25%
GMFG
2504
Greater Midwest Financial Group
Minnesota
$10.7M -$1.37M -6,157 -11%
OPTFSNA
2505
Old Point Trust & Financial Services N A
Virginia
$10.7M -$342K -1,539 -3%
VBCG
2506
Valley Brook Capital Group
Pennsylvania
$10.7M -$534K -2,403 -5%
YWM
2507
Yoder Wealth Management
California
$10.7M -$147K -661 -1%
WAAG
2508
Wealth Alliance Advisory Group
Kansas
$10.6M -$1.09M -4,918 -9%
PFSC
2509
Peoples Financial Services Corp
Pennsylvania
$10.6M -$979K -4,408 -8%
MA
2510
Modus Advisors
Minnesota
$10.6M -$47.1K -212 -0.4%
SRC
2511
Sage Rhino Capital
California
$10.6M -$261K -1,176 -2%
VWM
2512
VCI Wealth Management
Missouri
$10.6M +$441K +1,986 +4%
BIM
2513
Brentview Investment Management
Illinois
$10.6M +$494K +2,223 +5%
MC
2514
Mathes Company
New York
$10.6M -$2.28M -10,258 -18%
MIM
2515
Merrion Investment Management
New Jersey
$10.6M -$63.3K -285 -0.6%
TSS
2516
Thomas Story & Son
Indiana
$10.6M +$275K +1,236 +3%
TFM
2517
TFC Financial Management
Massachusetts
$10.6M -$1.59M -7,150 -13%
CWM
2518
Chesapeake Wealth Management
Virginia
$10.6M -$226K -1,018 -2%
RC
2519
Rahlfs Capital
Texas
$10.6M -$553K -2,490 -5%
APIM
2520
Agate Pass Investment Management
Washington
$10.6M +$161K +723 +2%
W
2521
Wealthquest
Ohio
$10.5M -$394K -1,774 -4%
FEG
2522
Financial Enhancement Group
Indiana
$10.5M +$490K +2,454 +5%
CB
2523
Chris Bulman
California
$10.5M +$108K +484 +1%
IAS
2524
Investment Advisory Services
Texas
$10.5M -$1.32M -5,942 -11%
OCM
2525
Osterweis Capital Management
California
$10.5M -$68K -306 -0.6%
99 100
101
102 103