AAPL icon

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
73.24%
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 %
DI
3976
Disciplined Investors
Texas
$2.81M +$47.8K +233 +2%
SI
3977
Scharf Investments
California
$2.8M +$110K +536 +4%
RC
3978
Rexford Capital
Texas
$2.8M +$2.8M +13,668 New
CFO
3979
Capitol Family Office
Oregon
$2.8M +$308K +1,500 +12%
WCM
3980
Wallace Capital Management
Texas
$2.8M -$667K -3,250 -19%
CWM
3981
Chicago Wealth Management
Illinois
$2.79M -$54.6K -266 -2%
OTL
3982
Oak Thistle LLC
New York
$2.78M +$2.78M +13,573 New
CWMGP
3983
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.78M -$256K -1,248 -8%
GFG
3984
Grantvest Financial Group
New Jersey
$2.78M -$45.1K -220 -2%
NIP
3985
Nicholas Investment Partners
California
$2.78M -$1.72M -8,383 -38%
FCCM
3986
First City Capital Management
Georgia
$2.78M -$658K -3,208 -19%
FPWM
3987
FSB Premier Wealth Management
Iowa
$2.78M +$27.5K +134 +1%
BDFN
3988
Bond & Devick Financial Network
Minnesota
$2.78M – – –
KAM
3989
KEB Asset Management
Illinois
$2.78M -$31.2K -152 -1%
SPW
3990
Sonoma Private Wealth
California
$2.77M -$12.1K -59 -0.4%
SCM
3991
Sollinda Capital Management
Florida
$2.77M -$208K -1,012 -7%
STA
3992
Smith Thornton Advisors
Alabama
$2.77M +$355K +1,729 +15%
SCM
3993
Sage Capital Management
New Jersey
$2.77M +$2.26K +11 +0.1%
FWP
3994
Forefront Wealth Partners
Texas
$2.77M +$32.7K +131 +1%
OPOWM
3995
One Plus One Wealth Management
Florida
$2.77M +$89.7K +437 +3%
FAM
3996
Fenimore Asset Management
New York
$2.77M – – –
TF
3997
TLWM Financial
Texas
$2.76M +$5.95K +29 +0.2%
CAG
3998
Compass Advisory Group
New York
$2.76M +$888K +4,329 +47%
CFO
3999
Colony Family Offices
North Carolina
$2.76M – – –
CTWM
4000
Cherry Tree Wealth Management
Minnesota
$2.76M -$68.1K -332 -2%
158 159
160
161 162