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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, 2,160 increasing their positions, 2,820 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
2,160
Reduced
2,820
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 %
CFG
3601
Carr Financial Group
Massachusetts
$3.9M -$170K -828 -4%
IFS
3602
Intelligent Financial Strategies
Minnesota
$3.89M -$221K -1,075 -5%
CCM
3603
Collar Capital Management
Wisconsin
$3.88M -$14K -68 -0.4%
FB
3604
Finward Bancorp
Indiana
$3.87M -$138K -671 -3%
SC
3605
Schulhoff & Co
Ohio
$3.86M +$9.03K +44 +0.2%
IRC
3606
Investors Research Corp
Georgia
$3.86M +$161K +787 +4%
DFG
3607
Dupree Financial Group
Kentucky
$3.86M -$117K -570 -3%
PAM
3608
PCG Asset Management
New Jersey
$3.86M -$79.6K -388 -2%
RWM
3609
Ruedi Wealth Management
Illinois
$3.86M -$101K -490 -3%
PS
3610
Planned Solutions
California
$3.85M +$1.34M +6,538 +53%
KA
3611
KDT Advisors
New York
$3.85M -$201K -979 -5%
PAG
3612
Paladin Advisory Group
Iowa
$3.85M -$4.92K -24 -0.1%
CGA
3613
Channing Global Advisors
Florida
$3.85M -$460K -2,242 -11%
RWPA
3614
Richard W. Paul & Associates
Michigan
$3.85M +$148K +720 +4%
NFA
3615
Northern Financial Advisors
Michigan
$3.84M -$7.8K -38 -0.2%
BWMG
3616
Barnes Wealth Management Group
California
$3.84M +$44.3K +216 +1%
BWA
3617
BlueChip Wealth Advisors
Georgia
$3.84M +$283K +1,378 +8%
ACM
3618
Aquatic Capital Management
Illinois
$3.84M -$15.2M -74,288 -80%
MWM
3619
Maridea Wealth Management
New York
$3.83M +$741K +3,610 +24%
AW
3620
Avion Wealth
Texas
$3.83M +$454K +2,211 +13%
NFA
3621
Northwest Financial Advisors
Virginia
$3.82M -$9.37M -45,672 -71%
FA
3622
Fedenia Advisers
Wisconsin
$3.82M +$61.3K +299 +2%
NFP
3623
Narus Financial Partners
Utah
$3.82M +$189K +923 +5%
FCM
3624
Firestone Capital Management
Florida
$3.81M +$267K +1,300 +8%
WA
3625
Wealthstream Advisors
New York
$3.8M +$90.5K +441 +2%
143 144
145
146 147