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 %
IWM
2626
Integris Wealth Management
California
$8.46M +$135K +656 +2%
SF
2627
SWP Financial
California
$8.45M +$2.26K +11 +0%
BI
2628
Ballast Inc
Kentucky
$8.45M -$2.55M -12,446 -23%
JPLA
2629
Joseph P. Lucia & Associates
New York
$8.45M +$74.3K +362 +0.9%
HCM
2630
Hall Capital Management
Rhode Island
$8.44M +$213K +1,036 +3%
CVM
2631
Cheviot Value Management
California
$8.43M +$257K +1,119 +3%
FCAS
2632
First Command Advisory Services
Texas
$8.43M +$422K +2,058 +5%
OPW
2633
Oxler Private Wealth
New York
$8.43M -$39.6K -193 -0.5%
STAS
2634
Strong Tower Advisory Services
Minnesota
$8.41M +$148K +723 +2%
EF
2635
Exeter Financial
Arizona
$8.38M -$226K -1,102 -3%
SIAG
2636
Safeguard Investment Advisory Group
California
$8.38M -$270K -1,314 -3%
EG
2637
Ellerson Group
Maryland
$8.37M -$301K -1,469 -3%
OFW
2638
Omnia Family Wealth
Florida
$8.37M -$124K -603 -1%
DIP
2639
DT Investment Partners
Pennsylvania
$8.37M -$207K -1,011 -2%
NCM
2640
Northwest Capital Management
Oregon
$8.36M -$457K -2,225 -5%
AB
2641
ANB Bank
Colorado
$8.36M -$968K -4,719 -10%
NWM
2642
Northcape Wealth Management
New York
$8.36M +$233K +1,136 +3%
HFS
2643
Heritage Financial Services
Massachusetts
$8.35M -$596K -2,906 -7%
AP
2644
Advisors Preferred
Maryland
$8.35M -$661K -3,180 -7%
FFA
2645
Fi3 Financial Advisors
Indiana
$8.35M +$101K +492 +1%
SL
2646
Summitry LLC
California
$8.35M +$106K +518 +1%
KIM
2647
Kane Investment Management
California
$8.34M -$4.76M -23,174 -36%
OP
2648
ORG Partners
Indiana
$8.33M +$295K +1,420 +4%
MLA
2649
My Legacy Advisors
Oregon
$8.32M +$198K +930 +2%
FSG
2650
Financial Strategies Group
Michigan
$8.31M +$826K +3,912 +11%