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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 %
MTC
4101
Matrix Trust Company
Colorado
$2.88M +$89.8K +404 +3%
GCM
4102
Gallacher Capital Management
Colorado
$2.88M -$249K -1,119 -8%
CCA
4103
Carrera Capital Advisors
Michigan
$2.88M +$194K +875 +7%
EPAM
4104
Evelyn Partners Asset Management
$2.88M +$2.88M +23,257 New
W
4105
WorthPointe
California
$2.88M -$835K -3,758 -22%
PS
4106
Portfolio Strategies
New York
$2.87M +$16K +72 +0.6%
OWIM
4107
Old West Investment Management
California
$2.87M – – –
FWA
4108
FSC Wealth Advisors
New York
$2.87M -$69.1K -311 -2%
SCM
4109
Saxony Capital Management
Missouri
$2.87M -$383K -1,723 -12%
MWM
4110
Momentous Wealth Management
Washington
$2.86M +$267K +1,200 +10%
FWM
4111
Forza Wealth Management
Florida
$2.86M -$84.4K -380 -3%
GFG
4112
Greenbush Financial Group
New York
$2.86M +$41.5K +187 +1%
WCM
4113
Weik Capital Management
Pennsylvania
$2.86M -$201K -905 -7%
WTFG
4114
Wood Tarver Financial Group
Idaho
$2.85M +$444 +2 +0%
CNTOF
4115
Canandaigua National Trust of Florida
New York
$2.85M -$541K -2,435 -16%
HIA
4116
HTG Investment Advisors
Connecticut
$2.84M +$5.33K +24 +0.2%
MPA
4117
Marvin & Palmer Associates
Delaware
$2.84M -$2.53M -11,400 -47%
BFA
4118
Brendel Financial Advisors
New Hampshire
$2.84M -$7.77K -35 -0.3%
RWMH
4119
Riverpoint Wealth Management Holdings
Illinois
$2.83M +$889 +4 +0%
SMF
4120
Sterling Manor Financial
New York
$2.83M -$99.5K -448 -3%
CWM
4121
CCG Wealth Management
California
$2.83M -$213K -960 -7%
EP
4122
Elkhorn Partners
Nebraska
$2.82M -$88.9K -400 -3%
SWM
4123
SFG Wealth Management
Maryland
$2.82M -$225K -1,014 -7%
WAM
4124
Weinberger Asset Management
California
$2.82M +$132K +594 +5%
CWA
4125
CogentBlue Wealth Advisors
Tennessee
$2.82M +$1.01M +4,551 +56%
163 164
165
166 167