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
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
2501
Paragon Private Wealth Management
Kentucky
$9.55M +$361K +1,760 +4%
AMG
2502
Advisors Management Group
Wisconsin
$9.55M -$95.4K -465 -1%
SIC
2503
Sterling Investment Counsel
New York
$9.54M -$4.4M -21,438 -32%
SCM
2504
Sitrin Capital Management
California
$9.54M -$765K -3,727 -7%
MCA
2505
Magnolia Capital Advisors
Mississippi
$9.53M +$131K +640 +1%
CIM
2506
Contravisory Investment Management
Massachusetts
$9.53M +$387K +1,887 +4%
AFG
2507
ABLE Financial Group
Arizona
$9.51M +$360K +1,756 +4%
HCG
2508
Haven Capital Group
California
$9.51M -$190K -926 -2%
MSA
2509
Marino Stram & Associates
Massachusetts
$9.5M +$380K +1,853 +4%
EFSCE
2510
Enterprise Financial Services Corp (EFSC)
Missouri
$9.5M +$235K +1,146 +3%
CSI
2511
Cross Staff Investments
New York
$9.49M +$351K +1,712 +4%
GI
2512
GS Investments
Minnesota
$9.48M -$49.9K -243 -0.5%
OPTFSNA
2513
Old Point Trust & Financial Services N A
Virginia
$9.47M -$376K -1,835 -4%
WMA
2514
West Michigan Advisors
Michigan
$9.47M +$478K +2,331 +5%
NA
2515
Navellier & Associates
Nevada
$9.45M -$73.5K -358 -0.8%
VCP
2516
Vista Capital Partners
Oregon
$9.43M +$1.79M +8,727 +23%
PCM
2517
Poehling Capital Management
Wisconsin
$9.42M +$9.42M +45,924 New
AF
2518
Affiance Financial
Minnesota
$9.41M -$250K -1,219 -3%
QCM
2519
Qsemble Capital Management
New York
$9.4M +$9.4M +45,820 New
HGWM
2520
Horst & Graben Wealth Management
Oregon
$9.39M +$149K +728 +2%
UBG
2521
United Bank (Georgia)
Georgia
$9.38M +$1.01M +4,901 +12%
LGA
2522
Lebenthal Global Advisors
New York
$9.38M -$222K -1,084 -2%
NWM
2523
Northwest Wealth Management
Iowa
$9.38M -$320K -1,560 -3%
RIM
2524
Reliant Investment Management
Tennessee
$9.35M +$300K +1,463 +3%
MSS
2525
Mitchell Sinkler & Starr
Pennsylvania
$9.34M -$10.9M -53,269 -54%