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 %
SKK
3026
Shepherd Kaplan Krochuk
Massachusetts
$6.22M +$616 +3 +0%
NBWM
3027
North Berkeley Wealth Management
California
$6.22M +$207K +1,008 +3%
EMB
3028
Elefante Mark B
$6.22M -$47.2K -230 -0.8%
TWP
3029
Triad Wealth Partners
Kansas
$6.22M +$1.07M +5,202 +21%
BFAG
3030
Blackston Financial Advisory Group
Florida
$6.21M +$58.1K +283 +0.9%
MPPW
3031
Mitchell & Pahl Private Wealth
Oklahoma
$6.21M +$116K +565 +2%
Dodge & Cox
3032
Dodge & Cox
California
$6.21M +$636K +3,100 +11%
AIM
3033
AHL Investment Management
Florida
$6.2M -$17.9K -87 -0.3%
FOA
3034
Five Oceans Advisors
California
$6.19M -$34.7K -169 -0.6%
QFW
3035
QTR Family Wealth
Florida
$6.18M +$651K +3,172 +12%
AWMG
3036
Alliance Wealth Management Group
New Jersey
$6.17M -$24.4K -119 -0.4%
HI
3037
Harper Investing
California
$6.17M +$147K +718 +2%
TCG
3038
Transcendent Capital Group
Oklahoma
$6.17M -$2.39M -11,667 -28%
CCG
3039
Catalina Capital Group
California
$6.17M -$948K -4,620 -13%
ACA
3040
Anchor Capital Advisors
Massachusetts
$6.17M -$136K -665 -2%
RA
3041
Ruggaard & Associates
Ohio
$6.17M +$1.44K +7 +0%
KCPT
3042
Kingstone Capital Partners Texas
Texas
$6.16M -$1.2M -5,840 -16%
GWS
3043
Greykasell Wealth Strategies
California
$6.16M -$212K -1,034 -3%
BCFD
3044
Boit C.F. David
$6.16M
PP
3045
Paloma Partners
Connecticut
$6.16M +$6.16M +30,000 New
GF
3046
Gries Financial
Ohio
$6.14M -$382K -1,860 -6%
GFWA
3047
Grey Fox Wealth Advisors
Delaware
$6.12M +$295K +1,439 +5%
EM
3048
ELCO Management
New York
$6.12M -$166K -807 -3%
BC
3049
Bowman & Company
Wisconsin
$6.12M +$27.9K +136 +0.5%
CFCI
3050
Comprehensive Financial Consultants Institutional
Indiana
$6.12M +$149K +728 +3%