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 %
SA
3151
SFI Advisors
New Jersey
$5.67M -$20.5K -100 -0.4%
BOM
3152
Bank of Marin
California
$5.65M -$60.3K -294 -1%
FFG
3153
Fortem Financial Group
California
$5.65M +$48.6K +237 +0.9%
RIM
3154
Rockbridge Investment Management
New York
$5.64M +$102K +496 +2%
RAM
3155
Ramirez Asset Management
New York
$5.64M -$64.6K -315 -1%
RCS
3156
Retirement Capital Strategies
California
$5.64M -$103K -502 -2%
FWM
3157
Forefront Wealth Management
Pennsylvania
$5.63M -$774K -3,772 -12%
TMWM
3158
Taylor & Morgan Wealth Management
Michigan
$5.62M -$70.6K -344 -1%
GPWM
3159
Grant Private Wealth Management
California
$5.59M +$1.94M +9,470 +53%
QWM
3160
Quaker Wealth Management
New Jersey
$5.59M +$5.59M +27,264 New
TA
3161
Tactive Advisors
Florida
$5.59M +$5.59M +27,362 New
RFG
3162
REAP Financial Group
Texas
$5.59M -$3.44M -16,770 -38%
SDWMA
3163
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.59M -$354K -1,726 -6%
HL
3164
HeadInvest LLC
Maine
$5.58M -$1.75M -8,515 -24%
NRC
3165
New Republic Capital
North Carolina
$5.58M -$450K -2,193 -7%
AWM
3166
Ameliora Wealth Management
Switzerland
$5.57M -$761K -3,708 -12%
NA
3167
Nautilus Advisors
California
$5.56M +$49.2K +240 +0.9%
SLC
3168
Second Line Capital
Louisiana
$5.56M +$387K +1,884 +7%
KIG
3169
Kessler Investment Group
Indiana
$5.56M -$5.55M -27,069 -50%
RBWA
3170
RFG - Bristol Wealth Advisors
Massachusetts
$5.56M -$332K -1,616 -6%
CA
3171
CWC Advisors
Oregon
$5.55M -$199K -968 -3%
BDL
3172
Bey-Douglas LLC
Georgia
$5.55M +$1.39M +6,768 +33%
LWM
3173
Lakeridge Wealth Management
Ohio
$5.54M -$294K -1,432 -5%
WWM
3174
Wagner Wealth Management
South Carolina
$5.53M +$254K +1,240 +5%
KWM
3175
Kingsman Wealth Management
Florida
$5.52M -$3.18M -15,513 -37%