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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 %
MFG
4051
Menard Financial Group
Texas
$2.63M -$39.4K -192 -1%
DFP
4052
Defined Financial Planning
California
$2.62M -$128K -610 -5%
RWMH
4053
Riverpoint Wealth Management Holdings
Illinois
$2.62M +$2.67K +13 +0.1%
RPA
4054
Redwood Park Advisors
California
$2.62M -$181K -884 -6%
CFG
4055
Certior Financial Group
Pennsylvania
$2.62M -$258K -1,259 -9%
AWM
4056
Able Wealth Management
New Jersey
$2.62M +$169K +824 +7%
UWP
4057
Uniting Wealth Partners
Kansas
$2.62M -$144K -702 -5%
MPW
4058
MASECO Private Wealth
$2.61M +$2.61M +12,748 New
CWA
4059
Crux Wealth Advisors
California
$2.61M -$791K -3,856 -23%
AWM
4060
Alterna Wealth Management
Texas
$2.61M -$1.32M -6,454 -34%
M1FG
4061
Mach-1 Financial Group
Arkansas
$2.61M -$115K -562 -4%
HFA
4062
Hutchinson Financial Advisors
Virginia
$2.61M +$2.61M +12,699 New
KWA
4063
Kondo Wealth Advisors
California
$2.6M +$100K +482 +4%
SFPG
4064
Stonebridge Financial Planning Group
Florida
$2.6M -$109K -530 -4%
FP
4065
Fiduciary Planning
Florida
$2.6M -$497K -2,423 -16%
VC
4066
Veery Capital
Delaware
$2.6M +$188K +918 +8%
CNTOF
4067
Canandaigua National Trust of Florida
New York
$2.6M -$28.3K -138 -1%
CWM
4068
CCG Wealth Management
California
$2.6M -$12.5K -61 -0.5%
FCM
4069
Fire Capital Management
California
$2.6M -$587K -2,861 -18%
TF
4070
Tenon Financial
New Jersey
$2.59M – – –
GCM
4071
Gallacher Capital Management
Colorado
$2.59M -$68.7K -335 -3%
C1AG
4072
Client 1st Advisory Group
Florida
$2.59M +$20.5K +100 +0.8%
PCIG
4073
Partners Capital Investment Group
Massachusetts
$2.59M -$186K -905 -7%
FFA
4074
Frazier Financial Advisors
Ohio
$2.59M -$176K -857 -6%
FWM
4075
Forza Wealth Management
Florida
$2.59M -$57.2K -279 -2%
161 162
163
164 165