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Apple
AAPL

Overview Fund Activity

5,510 hedge funds and large institutions have $2.03T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,001 increasing their positions, 3,058 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,510
Holders Change
-71
Holders Change %
-1.27%
% of All Funds
74.84%
Holding in Top 10
3,116
Holding in Top 10 Change
-222
Holding in Top 10 Change %
-6.65%
% of All Funds
42.33%
New
167
Increased
2,001
Reduced
3,058
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.02B

Top Buyers

1
BlackRock
BlackRock
New York
+$3.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.5B
3
Amundi
Amundi
France
+$2.98B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.14B
5
Citigroup
Citigroup
New York
+$2.08B

Top Sellers

1
UBS AM
UBS AM
Illinois
-$20.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$5.28B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.01B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.51B
5
HHII
H&H International Investment
California
-$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIS
3876
Global Strategic Investment Solutions
Arizona
$3.5M -$1.8M -8,112 -34%
RCM
3877
Riverpark Capital Management
New York
$3.5M +$51.3K +231 +1%
PMG
3878
Private Management Group
California
$3.5M -$1.47M -6,633 -30%
AIM
3879
Aspen Investment Management
Michigan
$3.5M -$285K -1,282 -8%
GC
3880
Gilbert & Cook
Iowa
$3.49M -$2.51M -11,318 -42%
LSWM
3881
Lorne Steinberg Wealth Management
Canada
$3.49M +$31.8K +143 +0.9%
SIM
3882
SSI Investment Management
California
$3.49M -$3.11K -14 -0.1%
CIA
3883
Caerus Investment Advisors
Texas
$3.49M -$253K -1,139 -7%
VFG
3884
V2 Financial group
Illinois
$3.48M -$133K -600 -4%
FWA
3885
Flagship Wealth Advisors
Massachusetts
$3.48M +$338K +1,523 +11%
PCM
3886
Pointe Capital Management
Michigan
$3.48M -$22.2K -100 -0.6%
CFO
3887
Custos Family Office
Texas
$3.48M +$52.6K +237 +2%
MPWS
3888
McCarter Private Wealth Services
Massachusetts
$3.48M +$423K +1,906 +14%
MDA
3889
Minot DeBlois Advisors
Massachusetts
$3.48M -$576K -2,594 -14%
BOSSRA
3890
B.O.S.S. Retirement Advisors
Utah
$3.48M -$143K -644 -4%
SPP
3891
Single Point Partners
Massachusetts
$3.47M -$90.9K -409 -3%
SFP
3892
Sterling Financial Planning
New Jersey
$3.47M -$75.1K -338 -2%
CCM
3893
Cloud Capital Management
Washington
$3.47M +$3.47M +15,612 New
BF
3894
Brogan Financial
Tennessee
$3.47M +$49.5K +223 +1%
RWM
3895
Rialto Wealth Management
New York
$3.47M +$52.9K +238 +2%
FBT
3896
First Bank & Trust
South Dakota
$3.46M +$1.56K +7 +0%
IFA
3897
Index Fund Advisors
California
$3.46M -$10.2M -45,957 -75%
WFA
3898
Wade Financial Advisory
California
$3.46M -$156K -703 -4%
BG
3899
Bollard Group
Massachusetts
$3.46M +$3.78K +17 +0.1%
VWS
3900
Virtus Wealth Solutions
New Jersey
$3.46M +$125K +562 +4%
154 155
156
157 158