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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 %
BFA
4076
Blueprint Financial Advisors
North Carolina
$2.95M +$2.95M +13,296 New
AWM
4077
Adams Wealth Management
Utah
$2.95M -$22.2K -100 -0.7%
CI
4078
CacheTech Inc
Utah
$2.95M +$436K +2,321 +17%
FTA
4079
Financial & Tax Architects
Missouri
$2.95M +$225K +1,011 +8%
TWA
4080
Talisman Wealth Advisors
New Jersey
$2.95M +$128K +576 +5%
M1FG
4081
Mach-1 Financial Group
Arkansas
$2.95M -$345K -1,551 -10%
HCM
4082
HMS Capital Management
Tennessee
$2.94M -$106K -585 -3%
SFPG
4083
Stonebridge Financial Planning Group
Florida
$2.94M -$285K -1,284 -9%
MCM
4084
Moore Capital Management
New York
$2.94M -$110M -495,846 -97%
DFP
4085
Defined Financial Planning
California
$2.93M +$460K +2,063 +19%
GCP
4086
Garda Capital Partners
Minnesota
$2.93M +$2.93M +13,210 New
AAS
4087
AdviceOne Advisory Services
Connecticut
$2.93M +$49.8K +224 +2%
FWA
4088
FORM Wealth Advisors
Wisconsin
$2.93M +$2.93M +13,188 New
MPCG
4089
Matrix Private Capital Group
New York
$2.92M -$627K -2,823 -18%
FA
4090
Financial Alternatives
California
$2.92M -$2.67K -12 -0.1%
DM
4091
Diker Management
New York
$2.92M – – –
SI
4092
Scharf Investments
California
$2.92M -$925K -4,164 -24%
AR
4093
Apeiron RIA
Texas
$2.91M -$132K -596 -4%
AFIA
4094
America First Investment Advisors
Nebraska
$2.9M +$5.55K +25 +0.2%
SPWG
4095
Sage Private Wealth Group
Illinois
$2.9M +$4K +18 +0.1%
OPOWM
4096
One Plus One Wealth Management
Florida
$2.9M -$131K -589 -4%
HT
4097
HAP Trading
New York
$2.89M +$2.89M +13,002 New
EE
4098
EWG Elevate
California
$2.89M -$218K -983 -7%
CWM
4099
CarsonAllaria Wealth Management
Illinois
$2.89M +$20.9K +94 +0.7%
DWM
4100
Dopkins Wealth Management
New York
$2.88M +$6.22K +28 +0.2%
162 163
164
165 166