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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
73.24%
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 %
BWM
4026
Brown Wealth Management
Illinois
$2.69M +$246K +1,201 +10%
DM
4027
Diker Management
New York
$2.69M -$7.18K -35 -0.3%
AF
4028
Atala Financial
California
$2.68M +$2.66M +12,950 +10,792%
AFIA
4029
America First Investment Advisors
Nebraska
$2.68M – – –
LFS
4030
Leibman Financial Services
Nebraska
$2.68M -$269K -1,311 -9%
SWM
4031
Shepherd Wealth Management
Ohio
$2.67M -$4.09M -17,865 -60%
CS
4032
Capital Square
Tennessee
$2.67M -$232K -1,100 -8%
DWM
4033
Dopkins Wealth Management
New York
$2.66M – – –
CWM
4034
CarsonAllaria Wealth Management
Illinois
$2.66M -$2.67K -13 -0.1%
EE
4035
EWG Elevate
California
$2.66M -$4.31K -21 -0.2%
DWM
4036
Dogwood Wealth Management
Kansas
$2.66M +$718K +3,418 +37%
WCM
4037
Weik Capital Management
Pennsylvania
$2.66M +$20.9K +102 +0.8%
RA
4038
Riverstone Advisors
Texas
$2.66M -$339K -1,651 -11%
WTFG
4039
Wood Tarver Financial Group
Idaho
$2.66M +$24.4K +119 +0.9%
SCP
4040
Stevens Capital Partners
Nebraska
$2.65M +$722K +3,385 +37%
SC
4041
Swan Capital
Florida
$2.65M +$158K +768 +6%
WWP
4042
Waypoint Wealth Partners
California
$2.65M -$182K -888 -6%
MWM
4043
MinichMacGregor Wealth Management
New York
$2.65M -$335K -1,634 -11%
OWIM
4044
Old West Investment Management
California
$2.65M – – –
3F
4045
360 Financial
Minnesota
$2.64M +$491K +2,392 +23%
BIA
4046
Baer Investment Advisory
California
$2.64M -$32.1K -159 -1%
PS
4047
Portfolio Strategies
New York
$2.64M -$9.64K -47 -0.4%
WFL
4048
Wealth Forward LLC
North Dakota
$2.64M +$101K +491 +4%
LFS
4049
Littlejohn Financial Services
Oregon
$2.64M +$851K +4,146 +48%
RH
4050
RFG Holdings
Texas
$2.64M +$419K +2,040 +19%
160 161
162
163 164