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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 %
SSWG
3901
Seven Springs Wealth Group
Tennessee
$3.46M +$286K +1,288 +9%
RCM
3902
Raleigh Capital Management
North Carolina
$3.46M -$3.29M -14,797 -49%
AI
3903
AXS Investments
New York
$3.46M -$295K -1,327 -8%
HWA
3904
HMV Wealth Advisors
Louisiana
$3.45M – – –
CWM
3905
Cherrydale Wealth Management
New Jersey
$3.45M +$528K +2,378 +18%
BDPWM
3906
Barnes Dennig Private Wealth Management
Ohio
$3.45M +$3.45M +15,546 New
FCM
3907
Fire Capital Management
California
$3.45M +$155K +700 +5%
LWM
3908
Laidlaw Wealth Management
New York
$3.44M -$5.42M -24,402 -61%
AIA
3909
Affinity Investment Advisors
California
$3.44M -$149K -673 -4%
GIM
3910
Guild Investment Management
California
$3.42M -$363K -1,636 -10%
MFS
3911
Miller Financial Services
Michigan
$3.42M -$974K -4,385 -22%
IWS
3912
Integrity Wealth Solutions
Colorado
$3.42M -$26.9K -121 -0.8%
CAS
3913
CTC Alternative Strategies
Illinois
$3.42M +$3.42M +15,400 New
AW
3914
Apricus Wealth
South Carolina
$3.42M +$25.5K +115 +0.8%
NC
3915
North Capital
Utah
$3.42M +$3.42M +15,385 New
MWC
3916
MBM Wealth Consultants
Missouri
$3.42M +$76.9K +346 +2%
AIA
3917
Accelerate Investment Advisors
California
$3.41M +$212K +954 +7%
WF
3918
Warner Financial
Maryland
$3.41M -$91.3K -411 -3%
HBS
3919
Howard Bailey Securities
Indiana
$3.41M -$376K -1,693 -10%
BRWM
3920
Blue Rock Wealth Management
North Carolina
$3.41M +$1.56M +7,005 +84%
CCM
3921
Cox Capital Management
Massachusetts
$3.4M -$110K -493 -3%
MSWM
3922
Mowery & Schoenfeld Wealth Management
Illinois
$3.4M +$336K +1,511 +11%
FC
3923
Fjell Capital
North Dakota
$3.4M +$270K +1,214 +9%
DWM
3924
DecisionMap Wealth Management
Virginia
$3.4M +$83.7K +377 +3%
VBFP
3925
Valtinson Bruner Financial Planning
Minnesota
$3.39M -$39.3K -177 -1%
155 156
157
158 159