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 %
VAF
3051
Values Added Financial
District of Columbia
$6.11M -$1.06M -5,174 -15%
PTC
3052
Provident Trust Company
Wisconsin
$6.11M
SFS
3053
Symphony Financial Services
Ohio
$6.11M -$422K -2,056 -6%
SRWM
3054
Shira Ridge Wealth Management
California
$6.1M -$57.7K -281 -0.9%
VDI
3055
Vaughan David Investments
Illinois
$6.1M +$222K +1,083 +4%
HH
3056
HWG Holdings
Texas
$6.1M -$12.5M -60,872 -67%
FWM
3057
Fonville Wealth Management
Virginia
$6.1M +$515K +2,511 +9%
CFP
3058
Comprehensive Financial Planning
Pennsylvania
$6.1M -$428K -2,085 -7%
SCM
3059
Seascape Capital Management
New Hampshire
$6.1M -$89.5K -436 -1%
ARC
3060
Advisor Resource Council
Texas
$6.09M -$22.8M -111,202 -79%
CA
3061
Cortland Associates
Missouri
$6.08M +$556K +2,710 +10%
1WM
3062
1858 Wealth Management
Ohio
$6.08M -$92.9K -453 -2%
SI
3063
Seeds Investor
New York
$6.07M +$164K +798 +3%
AWM
3064
Accel Wealth Management
Iowa
$6.06M -$79.6K -388 -1%
CIG
3065
Cascade Investment Group
Colorado
$6.06M -$48.6K -237 -0.8%
HWMC
3066
Heritage Wealth Management (California)
California
$6.06M -$137K -670 -2%
FFP
3067
Forbes Financial Planning
Rhode Island
$6.05M +$914K +4,454 +18%
AIC
3068
Archer Investment Corporation
Indiana
$6.05M -$90.9K -443 -1%
FWM
3069
FFT Wealth Management
Pennsylvania
$6.04M -$303K -1,378 -5%
GIS
3070
Graphene Investments SAS
France
$6.03M +$964K +4,700 +19%
CCM
3071
Crew Capital Management
Ohio
$6.03M +$405K +1,976 +7%
SWA
3072
Strategies Wealth Advisors
Michigan
$6.03M -$371K -1,807 -6%
PI
3073
Pettee Investors
Connecticut
$6.03M -$154K -750 -2%
HCM
3074
Hudson Capital Management
New Jersey
$6.02M +$61.6K +300 +1%
SGCA
3075
Steel Grove Capital Advisors
Tennessee
$6.01M +$870K +4,239 +17%