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
Name Holding Trade Value Shares
Change
Shares
Change %
HFP
3876
Holistic Financial Partners
Indiana
$3.09M +$95K +463 +3%
FWMM
3877
Foundation Wealth Management (Missouri)
Missouri
$3.09M -$3.9K -19 -0.1%
FWA
3878
FOCUS Wealth Advisors
Texas
$3.09M +$2.05K +10 +0.1%
M
3879
MYeCFO
California
$3.08M +$7.8K +38 +0.3%
MSWM
3880
Mowery & Schoenfeld Wealth Management
Illinois
$3.08M -$62.4K -304 -2%
EFG
3881
Elm3 Financial Group
Georgia
$3.08M -$522K -2,544 -14%
CCM
3882
Cox Capital Management
Massachusetts
$3.08M -$63.6K -310 -2%
VR
3883
Valued Retirements
Texas
$3.08M -$16K -78 -0.5%
AWM
3884
AllSquare Wealth Management
New York
$3.07M -$300K -1,464 -9%
VFP
3885
Verus Financial Partners
Virginia
$3.07M -$92.5K -438 -3%
RFP
3886
RCS Financial Planning
Maryland
$3.07M -$6.77K -33 -0.2%
OS
3887
Objectivity Squared
South Carolina
$3.07M -$11.5K -56 -0.4%
SAM
3888
Sherman Asset Management
California
$3.07M
WCM
3889
Washburn Capital Management
Florida
$3.07M -$372K -1,813 -11%
BFA
3890
Blueprint Financial Advisors
North Carolina
$3.06M +$335K +1,633 +12%
PPA
3891
Pacific Point Advisors
California
$3.05M -$22.8K -111 -0.7%
SHWM
3892
Smith & Howard Wealth Management
Georgia
$3.05M +$92.9K +453 +3%
2L
3893
25 LLC
Missouri
$3.05M -$204K -992 -6%
BMWS
3894
Brady Martz Wealth Solutions
North Dakota
$3.05M -$58.1K -283 -2%
BFA
3895
Buttonwood Financial Advisors
Maryland
$3.05M +$2.46K +12 +0.1%
ICMM
3896
Integrated Capital Management (Michigan)
Michigan
$3.05M -$312K -1,469 -9%
KWA
3897
Kellett Wealth Advisors
Ohio
$3.04M +$263K +1,281 +9%
DSA
3898
Droms Strauss Advisors
Missouri
$3.04M -$376K -1,832 -11%
TA
3899
Townsend & Associates
Colorado
$3.04M -$69.5K -325 -2%
SMTF
3900
Sphera Management Technology Funds
Israel
$3.04M +$523K +2,550 +21%