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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 %
FFM
4151
Flagstone Financial Management
Nebraska
$2.74M -$11.1K -50 -0.4%
RB
4152
Renasant Bank
Mississippi
$2.74M -$122K -548 -4%
NWAG
4153
Net Worth Advisory Group
Utah
$2.74M +$161K +723 +6%
GA
4154
GoalVest Advisory
New York
$2.73M +$211K +949 +8%
CPW
4155
Catalyst Private Wealth
California
$2.73M +$17.3K +78 +0.6%
CRI
4156
Commonwealth Retirement Investments
Virginia
$2.73M +$97.1K +437 +4%
DPW
4157
DiNuzzo Private Wealth
Pennsylvania
$2.73M -$116K -521 -4%
NNPTE
4158
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.73M -$6.44K -29 -0.2%
LAI
4159
Legal Advantage Investments
California
$2.72M +$66.6K +300 +3%
SMTF
4160
Sphera Management Technology Funds
Israel
$2.72M -$1.72M -7,740 -39%
SWMG
4161
Sard Wealth Management Group
Georgia
$2.72M +$424K +1,907 +18%
PS
4162
Planned Solutions
California
$2.72M -$1.26M -5,652 -32%
PWM
4163
Penobscot Wealth Management
Maine
$2.72M +$12.4K +56 +0.5%
OFS
4164
Oldfather Financial Services
Nebraska
$2.72M -$62.6K -282 -2%
HWP
4165
Heritage Wealth Partners
Ohio
$2.72M -$815K -3,670 -23%
MRP
4166
Measured Risk Portfolios
California
$2.72M -$61.8K -278 -2%
LWM
4167
Latko Wealth Management
Illinois
$2.72M -$297K -1,339 -10%
SC
4168
Stephens Consulting
Michigan
$2.71M +$108K +487 +4%
TBWA
4169
Three Bridge Wealth Advisors
California
$2.71M -$262K -1,180 -9%
HP
4170
Haven Private
Florida
$2.71M +$149K +670 +6%
GWI
4171
Grace & White Inc
New York
$2.71M -$23.1K -104 -0.8%
NFTC
4172
North Forty Two & Co
Oregon
$2.7M -$79.1K -356 -3%
SC
4173
Swan Capital
Florida
$2.7M -$666 -3 -0%
CFO
4174
Capitol Family Office
Oregon
$2.7M -$235K -1,058 -8%
S4W
4175
Solutions 4 Wealth
Texas
$2.7M -$44.2K -199 -2%
165 166
167
168 169