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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 %
STA
4201
Smith Thornton Advisors
Alabama
$2.62M -$13.8K -62 -0.5%
SJL
4202
Shayne & Jacobs LLC
Tennessee
$2.62M +$238K +1,071 +10%
VC
4203
Veery Capital
Delaware
$2.61M +$221K +997 +9%
PWAC
4204
Private Wealth Advisors (California)
California
$2.61M -$55.8K -251 -2%
SAM
4205
Strive Asset Management
Ohio
$2.61M -$991K -4,460 -28%
ADBIC
4206
A.D. Beadell Investment Counsel
Wisconsin
$2.61M -$47.5K -214 -2%
WWM
4207
Waterway Wealth Management
Texas
$2.6M +$101K +453 +4%
TF
4208
Tenon Financial
New Jersey
$2.59M -$294K -1,324 -10%
PCMN
4209
Paradigm Capital Management (Nevada)
Nevada
$2.59M -$169K -760 -6%
PEA
4210
Park Edge Advisors
Ohio
$2.59M +$82.4K +371 +3%
MFG
4211
Menard Financial Group
Texas
$2.59M +$101K +508 +4%
KCP
4212
Kera Capital Partners
California
$2.59M +$87.3K +393 +3%
MWM
4213
Maripau Wealth Management
Indiana
$2.59M +$31.8K +143 +1%
HSG
4214
Helen Stephens Group
Texas
$2.58M -$2.44K -11 -0.1%
FP
4215
Factorial Partners
New York
$2.58M – – –
HIF
4216
Hill Island Financial
Michigan
$2.57M -$228K -1,025 -8%
KLI
4217
Kelman-Lazarov Inc
Tennessee
$2.57M +$59.3K +267 +2%
XSC
4218
X-Square Capital
Puerto Rico
$2.57M -$462K -2,081 -15%
VWA
4219
VSM Wealth Advisory
Maryland
$2.56M +$34.4K +155 +1%
PIN
4220
Prudent Investors Network
California
$2.55M -$197K -886 -7%
FF
4221
Farnam Financial
Arizona
$2.55M +$159K +715 +7%
RWA
4222
Rooted Wealth Advisors
Illinois
$2.54M -$26.8K -142 -1%
TF
4223
Threadgill Financial
Texas
$2.54M +$222 +1 +0%
CPA
4224
Clear Point Advisors
New York
$2.54M -$86.9K -391 -3%
TCM
4225
Towneley Capital Management
California
$2.54M +$2.28M +10,267 +890%
167 168
169
170 171