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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 %
SMH
2651
Sanders Morris Harris
Texas
$8.31M -$14M -68,407 -63%
TWM
2652
Triton Wealth Management
Arizona
$8.31M +$8.31M +38,869 New
RB
2653
Rodgers Brothers
Pennsylvania
$8.31M – – –
TCOK
2654
Trust Company of Kansas
Kansas
$8.29M -$88.6K -432 -1%
KFS
2655
Keynote Financial Services
Connecticut
$8.28M -$46.6K -227 -0.6%
GTAM
2656
Global Trust Asset Management
Florida
$8.28M -$245K -1,194 -3%
SHFA
2657
SC&H Financial Advisors
Maryland
$8.28M -$42.1K -205 -0.5%
MAM
2658
Milestone Asset Management
Pennsylvania
$8.27M +$1.24M +6,041 +18%
KBFS
2659
Kohmann Bosshard Financial Services
Ohio
$8.27M -$21.7K -106 -0.3%
RFA
2660
ROI Financial Advisors
Oregon
$8.26M -$75.5K -368 -0.9%
MFS
2661
Mattson Financial Services
Michigan
$8.26M +$641K +3,123 +8%
MWP
2662
Madison Wealth Partners
Wisconsin
$8.26M +$11.1K +54 +0.1%
MWP
2663
Meridian Wealth Partners
Pennsylvania
$8.24M +$144K +704 +2%
OL
2664
OneFund LLC
Florida
$8.24M -$84.5K -412 -1%
ET
2665
Entropy Technologies
New York
$8.23M +$8.23M +40,101 New
AWM
2666
Abound Wealth Management
Tennessee
$8.21M +$78.4K +382 +1%
RFA
2667
Register Financial Advisors
Georgia
$8.21M +$1.4M +6,826 +21%
WA
2668
Whitebox Advisors
Minnesota
$8.21M +$4.1M +20,000 +100%
SGM
2669
Seven Grand Managers
New York
$8.21M +$8.21M +40,000 New
VPW
2670
Variant Private Wealth
Virginia
$8.2M +$81.2K +396 +1%
FLI
2671
Family Legacy Inc
South Carolina
$8.19M -$54K -263 -0.7%
ECAM
2672
East Coast Asset Management
Massachusetts
$8.17M -$36.7K -179 -0.4%
GB
2673
Goepper Burkhardt
South Carolina
$8.17M -$149K -725 -2%
FCM
2674
Fieldview Capital Management
Michigan
$8.16M +$8.16M +39,783 New
RFM
2675
Royal Fund Management
Florida
$8.16M -$1.02M -4,973 -11%
105 106
107
108 109