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 %
JWWM
3476
Johnson & White Wealth Management
Pennsylvania
$4.3M -$20.7K -101 -0.5%
VWMG
3477
Virginia Wealth Management Group
Virginia
$4.3M +$10.9K +53 +0.3%
FWM
3478
FSA Wealth Management
Massachusetts
$4.29M +$2.05K +10 +0%
TCM
3479
TD Capital Management
Tennessee
$4.28M -$11.1K -54 -0.3%
JGIA
3480
Jackson Grant Investment Advisers
Connecticut
$4.27M -$72.2K -352 -2%
IAP
3481
Indie Asset Partners
Indiana
$4.27M -$2.83M -13,788 -40%
LAM
3482
LOM Asset Management
$4.26M +$4.26M +20,768 New
DA
3483
Dash Acquisitions
California
$4.26M -$2.82M -13,168 -40%
SA
3484
SAM Advisors
California
$4.26M +$123K +598 +3%
FMP
3485
Financial Management Professionals
Texas
$4.25M -$342K -1,669 -7%
KA
3486
Kearns & Associates
California
$4.25M
HWA
3487
Heartwood Wealth Advisors
Virginia
$4.25M +$71.2K +347 +2%
CC
3488
Cadinha & Co
Hawaii
$4.25M -$240K -1,168 -5%
BMA
3489
Brooks Moore & Associates
Tennessee
$4.25M +$12K +58 +0.3%
EFL
3490
ERn Financial LLC
Wisconsin
$4.25M -$4.39M -21,420 -51%
PFM
3491
Peak Financial Management
Massachusetts
$4.25M -$3.14M -15,284 -42%
BWM
3492
Birchcreek Wealth Management
Ohio
$4.24M +$44.5K +217 +1%
PBK
3493
Peoples Bank (Kansas)
Kansas
$4.24M -$1.03K -5 -0%
PWS
3494
Proactive Wealth Strategies
Georgia
$4.23M -$22.6K -110 -0.5%
PG
3495
Proffitt & Goodson
Tennessee
$4.22M +$104K +509 +3%
SAM
3496
Stansberry Asset Management
Texas
$4.21M -$5.95M -28,977 -59%
SIC
3497
Sage Investment Counsel
Tennessee
$4.21M +$97.9K +477 +2%
TCM
3498
Tandem Capital Management
New Jersey
$4.21M -$309K -1,506 -7%
GHAM
3499
Gilman Hill Asset Management
Connecticut
$4.21M +$645K +3,144 +18%
AIM
3500
Advyzon Investment Management
Illinois
$4.21M +$1.28M +6,257 +44%