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Apple
AAPL

Overview Fund Activity

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

Top Buyers

1
UBS AM
UBS AM
Illinois
+$21.9B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.25B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.11B
4
BlackRock
BlackRock
New York
+$1.77B
5
Victory Capital Management
Victory Capital Management
Texas
+$1.61B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.38B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.1B
3
Capital World Investors
Capital World Investors
California
-$3.78B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.46B
5
DFG
Demars Financial Group
Washington
-$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
3526
Southern Capital Advisors
Tennessee
$4.13M +$99.3K +484 +2%
HCM
3527
Hutner Capital Management
Vermont
$4.12M +$527K +2,571 +15%
FCM
3528
Fogel Capital Management
Florida
$4.12M -$410 -2 -0%
BMD
3529
Better Money Decisions
New Mexico
$4.11M +$7.18K +35 +0.2%
MUAMU
3530
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.1M -$2.67M -13,000 -39%
FFS
3531
Flavin Financial Services
Florida
$4.1M -$367K -1,791 -8%
TW
3532
Towerpoint Wealth
California
$4.09M +$39.6K +193 +1%
TAI
3533
Terra Alpha Investments
District of Columbia
$4.09M -$31.8K -155 -0.8%
SWM
3534
SilverOak Wealth Management
Minnesota
$4.09M +$643K +3,136 +19%
MLA
3535
MB, Levis & Associates
Pennsylvania
$4.08M -$16.8K -82 -0.4%
AIC
3536
Argus Investors Counsel
New York
$4.08M -$471K -2,294 -10%
PWP
3537
Pursue Wealth Partners
California
$4.08M +$220K +1,074 +6%
KPWG
3538
KFA Private Wealth Group
Virginia
$4.07M -$137K -667 -3%
PFS
3539
Prospect Financial Services
New York
$4.07M -$6.82M -33,251 -63%
PH
3540
Pinnacle Holdings
Oklahoma
$4.07M +$381K +1,857 +10%
PFG
3541
PAX Financial Group
Texas
$4.07M -$3.17M -15,458 -44%
SSA
3542
SSA Swiss Advisors
$4.07M +$209K +979 +5%
JFG
3543
JDM Financial Group
Texas
$4.07M +$3.9K +19 +0.1%
PWM
3544
Prentice Wealth Management
New York
$4.07M -$10.7K -52 -0.3%
WP
3545
Wealthspan Partners
Iowa
$4.07M -$55.2K -269 -1%
MGAM
3546
McGowan Group Asset Management
Texas
$4.06M -$48.6K -237 -1%
FA
3547
Fiducient Advisors
Illinois
$4.06M +$259K +1,261 +7%
BDWCC
3548
B&D White Capital Company
Texas
$4.06M +$1.99M +9,705 +96%
MPW
3549
MGO Private Wealth
California
$4.06M -$346K -1,684 -8%
SWM
3550
Sendero Wealth Management
Texas
$4.05M -$7.39K -36 -0.2%
140 141
142
143 144