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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 %
CFO
4076
Collective Family Office
Pennsylvania
$2.59M -$207K -1,010 -7%
BTC
4077
Bank & Trust Company
Illinois
$2.59M +$21.5K +105 +0.8%
WPW
4078
Watershed Private Wealth
Illinois
$2.59M -$732K -3,569 -22%
BSTWA
4079
Blake Schutter Theil Wealth Advisors
Ohio
$2.59M +$410 +2 +0%
PWM
4080
Power Wealth Management
Georgia
$2.58M -$2.26K -11 -0.1%
IPWA
4081
International Private Wealth Advisors
California
$2.58M -$1.69M -8,240 -40%
BCM
4082
Barden Capital Management
Texas
$2.58M -$267K -1,299 -9%
CAG
4083
Curtis Advisory Group
California
$2.58M +$7.39K +36 +0.3%
CGIM
4084
Capital Group Investment Management
Singapore
$2.57M -$5.26M -25,648 -67%
PFA
4085
Presper Financial Architects
Ohio
$2.57M +$2.57M +12,545 New
SMF
4086
Sterling Manor Financial
New York
$2.57M -$41K -200 -2%
MWM
4087
Momentous Wealth Management
Washington
$2.57M -$75.1K -366 -3%
SCM
4088
Saxony Capital Management
Missouri
$2.57M -$78K -380 -3%
YDMI
4089
Y.D. More Investments
Israel
$2.57M -$398K -1,942 -13%
AWM
4090
Apex Wealth Management
New Hampshire
$2.57M +$78.4K +382 +3%
MRP
4091
Measured Risk Portfolios
California
$2.57M +$55.6K +271 +2%
EP
4092
Elkhorn Partners
Nebraska
$2.56M -$41K -200 -2%
BAMCO Inc
4093
BAMCO Inc
New York
$2.56M -$63.3M -308,395 -96%
W
4094
WealthCollab
Washington
$2.56M +$6.57K +32 +0.3%
WAM
4095
Weinberger Asset Management
California
$2.56M -$48.8K -238 -2%
GPW
4096
Gray Private Wealth
Massachusetts
$2.55M +$259K +1,262 +11%
PWA
4097
Peterson Wealth Advisors
Utah
$2.55M +$8K +39 +0.3%
WA
4098
WESPAC Advisors
California
$2.55M -$1.85K -9 -0.1%
SWM
4099
SFG Wealth Management
Maryland
$2.55M -$58.3K -284 -2%
CCA
4100
Clarity Capital Advisors
Florida
$2.54M -$51.9K -253 -2%
162 163
164
165 166