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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 %
LA
4151
Latitude Advisors
Florida
$2.4M +$69.1K +337 +3%
PPC
4152
Pennington Partners & Co
Maryland
$2.4M +$1.36M +6,620 +130%
NFTC
4153
North Forty Two & Co
Oregon
$2.4M -$98.5K -480 -4%
CPW
4154
Catalyst Private Wealth
California
$2.4M -$129K -629 -5%
PWAC
4155
Private Wealth Advisors (California)
California
$2.39M -$25.4K -124 -1%
PIN
4156
Prudent Investors Network
California
$2.38M +$22K +107 +0.9%
FP
4157
Factorial Partners
New York
$2.38M – – –
PCMN
4158
Paradigm Capital Management (Nevada)
Nevada
$2.38M -$18.3K -89 -0.8%
DWM
4159
Defined Wealth Management
Oregon
$2.37M +$45.8K +223 +2%
AWA
4160
Alaska Wealth Advisors
Alaska
$2.37M +$718K +3,499 +43%
BCM
4161
Brown Capital Management
Maryland
$2.36M -$489K -2,381 -17%
CWM
4162
Compass Wealth Management
Connecticut
$2.36M +$138K +671 +6%
MWS
4163
MFA Wealth Services
California
$2.35M -$67.1K -327 -3%
VWA
4164
VSM Wealth Advisory
Maryland
$2.35M -$11.1K -54 -0.5%
TF
4165
Threadgill Financial
Texas
$2.35M +$2.46K +12 +0.1%
CPA
4166
Clear Point Advisors
New York
$2.34M -$821 -4 -0%
CKAIS
4167
Christensen King & Associates Investment Services
Washington
$2.34M -$88.4K -431 -4%
NI
4168
NDVR Inc
Massachusetts
$2.34M +$419K +2,041 +22%
LCG
4169
Lakeshore Capital Group
Illinois
$2.34M +$320K +1,561 +16%
BIG
4170
Builder Investment Group
Georgia
$2.33M -$205 -1 -0%
KLI
4171
Kelman-Lazarov Inc
Tennessee
$2.33M -$44.1K -215 -2%
KRW
4172
Kaufman Rossin Wealth
Florida
$2.32M +$658K +3,207 +40%
5SA
4173
5th Street Advisors
Connecticut
$2.32M -$765K -3,728 -25%
HAG
4174
HF Advisory Group
Maryland
$2.32M +$5.13K +25 +0.2%
WI
4175
Wedgewood Investors
Pennsylvania
$2.32M -$11.7K -57 -0.5%
165 166
167
168 169