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 %
BHA
3101
Beech Hill Advisors
New York
$5.91M -$2.08M -10,117 -26%
BIM
3102
Barton Investment Management
Pennsylvania
$5.91M -$84.1K -410 -1%
MWM
3103
MGB Wealth Management
Texas
$5.91M -$524K -2,561 -8%
LC
3104
Landaas & Company
Wisconsin
$5.9M -$18.9K -92 -0.3%
HFM
3105
Hartford Funds Management
Pennsylvania
$5.9M -$53.4K -260 -0.9%
HA
3106
Helium Advisors
Washington
$5.9M -$185K -902 -3%
AAM
3107
Auxier Asset Management
Oregon
$5.89M -$165K -803 -3%
NDBT
3108
North Dallas Bank & Trust
Texas
$5.89M +$5.89M +28,697 New
OFS
3109
Orrstown Financial Services
Pennsylvania
$5.88M +$619K +3,019 +12%
PWM
3110
Palacios Wealth Management
Florida
$5.88M +$3.29M +16,056 +128%
TIM
3111
Total Investment Management
Arizona
$5.88M -$83.9K -409 -1%
DAM
3112
Deltec Asset Management
New York
$5.87M -$13.1K -64 -0.2%
WFA
3113
WMG Financial Advisors
Tennessee
$5.87M +$99.1K +483 +2%
WHCI
3114
W.H. Cornerstone Investments
Massachusetts
$5.87M +$11.7K +57 +0.2%
AFW
3115
Avantra Family Wealth
Pennsylvania
$5.86M +$244K +1,191 +4%
CFP
3116
Curran Financial Partners
South Carolina
$5.85M +$393K +1,915 +7%
LGW
3117
Leslie Global Wealth
Illinois
$5.85M +$500K +2,437 +9%
ACM
3118
Ascent Capital Management
Oregon
$5.85M +$11.7K +57 +0.2%
PFA
3119
Plotkin Financial Advisors
Maryland
$5.84M -$20.9K -102 -0.4%
APW
3120
Aurora Private Wealth
New Jersey
$5.84M -$397K -1,933 -6%
OWP
3121
ORG Wealth Partners
Texas
$5.84M +$718K +3,454 +14%
WFS
3122
Widmann Financial Services
Maryland
$5.83M +$268K +1,306 +5%
BDF
3123
Black Diamond Financial
Maryland
$5.83M -$431K -2,103 -7%
BBPWM
3124
Blue Bell Private Wealth Management
Pennsylvania
$5.83M +$1.8M +8,782 +45%
SW
3125
StrongBox Wealth
Missouri
$5.81M -$290K -1,415 -5%