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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 %
BV
2676
Boxwood Ventures
Illinois
$8.16M +$415K +2,022 +5%
BWG
2677
Berry Wealth Group
Texas
$8.16M +$73K +356 +0.9%
TC
2678
Trilogy Capital
California
$8.14M +$89.7K +437 +1%
AWA
2679
Artemis Wealth Advisors
New York
$8.14M +$187K +912 +2%
JBA
2680
Johnson Bixby & Associates
Washington
$8.11M +$26.7K +130 +0.3%
AFC
2681
AFT Forsyth & Company
Florida
$8.1M +$20.9K +102 +0.3%
IFPG
2682
Intrepid Financial Planning Group
Indiana
$8.1M -$8.82K -43 -0.1%
ODIJL
2683
One Day In July LLC
Vermont
$8.09M -$135K -660 -2%
AIC
2684
Ayalon Insurance Company
Israel
$8.08M – – –
ABLA
2685
Alan B. Lancz & Associates
Ohio
$8.07M -$204K -992 -2%
PWA
2686
Provenance Wealth Advisors
Florida
$8.07M -$1.17M -5,716 -13%
SH
2687
SLT Holdings
Arizona
$8.04M +$159K +777 +2%
MC
2688
Matisse Capital
Oregon
$8.04M -$98.3K -479 -1%
LIP
2689
Liontrust Investment Partners
United Kingdom
$8.04M -$22M -107,420 -73%
ALAM
2690
Asahi Life Asset Management
Japan
$8.04M +$93.1K +454 +1%
FDS
2691
Freedom Day Solutions
Texas
$8.03M -$409K -1,992 -5%
LAM
2692
Lynch Asset Management
Pennsylvania
$8.03M +$82.1K +400 +1%
LFP
2693
Lakeshore Financial Planning
Michigan
$8.02M +$121K +589 +2%
TFA
2694
Trinity Financial Advisors
Ohio
$8.02M +$2.07M +10,089 +35%
PWM
2695
Parkshore Wealth Management
California
$8.02M -$74.1K -361 -0.9%
NPFS
2696
Novak & Powell Financial Services
Florida
$8.02M -$28.1K -137 -0.3%
BWP
2697
Bernardo Wealth Planning
Pennsylvania
$8.01M -$379K -1,846 -5%
RC
2698
Rahlfs Capital
Texas
$8.01M -$1.74M -8,465 -18%
WAL
2699
W Advisors LLC
Tennessee
$8M +$33.2K +162 +0.4%
CWM
2700
C2C Wealth Management
Arizona
$8M -$205K -1,000 -3%
106 107
108
109 110