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 %
RLWM
3126
RF&L Wealth Management
Massachusetts
$5.8M
PIAS
3127
PCA Investment Advisory Services
Ohio
$5.8M +$170K +831 +3%
SWRP
3128
Summit Wealth & Retirement Planning
California
$5.8M +$17.9K +87 +0.3%
MWM
3129
MOKAN Wealth Management
Kansas
$5.79M +$143K +699 +3%
BIA
3130
Bigelow Investment Advisors
Maine
$5.79M +$565K +3,093 +11%
HC
3131
Hourglass Capital
Texas
$5.78M -$1.32M -6,440 -19%
BIA
3132
Bell Investment Advisors
California
$5.78M +$59.7K +291 +1%
CG
3133
Carmignac Gestion
France
$5.78M +$2.76M +13,476 +92%
HCM
3134
Hengehold Capital Management
Ohio
$5.78M +$66.5K +324 +1%
F8IS
3135
Figure 8 Investment Strategies
Idaho
$5.77M -$185K -904 -3%
VAG
3136
VisionPoint Advisory Group
Texas
$5.77M +$2.42M +11,788 +72%
PRA
3137
Pine Ridge Advisers
New York
$5.77M
CWG
3138
Crown Wealth Group
North Carolina
$5.77M -$98.7K -481 -2%
LSA
3139
Lion Street Advisors
Texas
$5.76M +$20.5K +100 +0.4%
CFFP
3140
Center for Financial Planning
Michigan
$5.76M +$84.9K +414 +1%
BFWA
3141
Benchmark Financial Wealth Advisors
Florida
$5.76M -$91.3K -445 -2%
PWM
3142
Partners Wealth Management
California
$5.75M
CFG
3143
Cambridge Financial Group
Ohio
$5.73M -$1.66M -8,083 -22%
SL
3144
Sentinus LLC
Illinois
$5.73M +$114K +554 +2%
BWA
3145
Beam Wealth Advisors
Louisiana
$5.72M -$83.5K -407 -1%
SPA
3146
Sentinel Pension Advisors
Massachusetts
$5.7M -$24.2K -118 -0.4%
KWM
3147
KFG Wealth Management
Indiana
$5.7M +$1.41M +6,867 +33%
WW
3148
Westshore Wealth
California
$5.7M +$6.57K +32 +0.1%
BWA
3149
Burt Wealth Advisors
Maryland
$5.68M -$38.8K -189 -0.7%
CA
3150
Clune & Associates
Illinois
$5.67M -$58.1K -283 -1%