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 %
SNBOSCI
2976
Security National Bank of Sioux City Iowa
Iowa
$6.43M -$4.72K -23 -0.1%
TA
2977
TFB Advisors
Kansas
$6.43M +$378K +1,841 +6%
LRIC
2978
Long Road Investment Counsel
Michigan
$6.43M -$431K -2,100 -6%
IAG
2979
Investment Advisory Group
Massachusetts
$6.43M -$125K -610 -2%
Betterment LLC
2980
Betterment LLC
New York
$6.43M +$275K +1,339 +4%
ONSWM
2981
Old North State Wealth Management
North Carolina
$6.42M +$398K +1,936 +7%
DFA
2982
Davies Financial Advisors
California
$6.41M -$448K -2,184 -7%
WCM
2983
Weaver Capital Management
Georgia
$6.41M +$421K +2,051 +7%
BWM
2984
Baron Wealth Management
Michigan
$6.41M -$180K -876 -3%
PWA
2985
Phoenix Wealth Advisors
North Carolina
$6.4M -$211K -1,027 -3%
POIA
2986
Pin Oak Investment Advisors
Texas
$6.4M -$4.24M -19,068 -40%
EMAM
2987
Encompass More Asset Management
California
$6.4M +$2.83M +13,812 +80%
CC
2988
Commons Capital
Massachusetts
$6.39M -$1.57M -7,651 -20%
CV
2989
Counterweight Ventures
North Carolina
$6.39M +$117K +568 +2%
SM
2990
Sensible Money
Arizona
$6.39M -$194K -944 -3%
ODFS
2991
O'Donnell Financial Services
California
$6.38M -$476K -2,322 -7%
GWWM
2992
Great Waters Wealth Management
Minnesota
$6.38M -$59.9K -292 -0.9%
SFWC
2993
Strategic Family Wealth Counselors
New Jersey
$6.37M +$132K +643 +2%
BAM
2994
Byrne Asset Management
New Jersey
$6.36M +$137K +667 +2%
SFG
2995
Sather Financial Group
Texas
$6.36M -$54.2K -264 -0.8%
WF
2996
Whelan Financial
California
$6.35M +$22.4K +109 +0.4%
RSA
2997
River Street Advisors
Illinois
$6.35M -$61.1K -298 -1%
AIA
2998
AssuredPartners Investment Advisors
Florida
$6.35M -$7.15M -34,849 -53%
CPC
2999
CFC Planning Company
Indiana
$6.34M +$803K +3,915 +15%
LA
3000
Lifeworks Advisors
Michigan
$6.34M +$401K +1,954 +7%