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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 %
OM
3676
OV Management
Minnesota
$3.65M -$5.75M -28,043 -61%
GWA
3677
Geometric Wealth Advisors
District of Columbia
$3.65M +$11.9K +58 +0.3%
MCM
3678
Moore Capital Management
New York
$3.65M +$935K +4,558 +34%
CIAS
3679
CBIZ Investment Advisory Services
Ohio
$3.65M +$2.67K +13 +0.1%
OPPS
3680
Obsidian Personal Planning Solutions
Maryland
$3.64M +$104K +506 +3%
T
3681
Transce3nd
Texas
$3.64M -$336K -1,636 -8%
SC
3682
Saiph Capital
New Jersey
$3.64M +$200K +5,769 +6%
FFS
3683
Fortress Financial Solutions
Arizona
$3.64M +$64.6K +315 +2%
FF
3684
Francis Financial
$3.64M +$37.5K +183 +1%
SI
3685
Sora Investors
Pennsylvania
$3.63M +$3.63M +17,717 New
RLH
3686
RD Lewis Holdings
Florida
$3.63M +$153K +696 +4%
PSIWM
3687
Paradigm Strategies in Wealth Management
Minnesota
$3.63M +$1.64K +8 +0%
NI
3688
NCP Inc
California
$3.63M -$144K -700 -4%
NIWA
3689
New Insight Wealth Advisors
California
$3.63M -$114K -556 -3%
SI
3690
Shaker Investments
Ohio
$3.63M -$1.99M -9,708 -35%
VBFP
3691
Valtinson Bruner Financial Planning
Minnesota
$3.62M +$494K +2,410 +16%
AFM
3692
Aspetuck Financial Management
Connecticut
$3.62M -$32.2K -157 -0.9%
AWA
3693
ARQ Wealth Advisors
Arizona
$3.62M – – –
NQWM
3694
Northwest Quadrant Wealth Management
Oregon
$3.61M -$4.31K -21 -0.1%
TWA
3695
Trace Wealth Advisors
California
$3.61M – – –
RPCA
3696
Running Point Capital Advisors
California
$3.61M -$248K -1,207 -6%
RA
3697
Rise Advisors
New York
$3.6M +$306K +1,492 +9%
TPWM
3698
Twelve Points Wealth Management
Massachusetts
$3.6M -$35.3K -172 -1%
EFG
3699
Elios Financial Group
Ohio
$3.6M -$66.1K -322 -2%
CAM
3700
Campion Asset Management
Virginia
$3.6M -$156K -758 -4%
146 147
148
149 150