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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 %
BF
4251
Baring Financial
Washington
$2.14M +$169K +822 +9%
MSF
4252
Mustard Seed Financial
Arkansas
$2.13M +$14.6K +71 +0.7%
MSWM
4253
Master's Wealth Management
Pennsylvania
$2.13M +$205 +1 +0%
SC
4254
Stephens Consulting
Michigan
$2.13M -$379K -1,846 -15%
LRIA
4255
Leonard Rickey Investment Advisors
Washington
$2.13M -$4.72K -23 -0.2%
KWM
4256
Kaydan Wealth Management
Michigan
$2.13M +$47K +229 +2%
PP
4257
Prosperity Planning
Missouri
$2.12M – – –
WAM
4258
WealthTrust Asset Management
Florida
$2.12M -$1.81M -8,802 -46%
CWA
4259
CogentBlue Wealth Advisors
Tennessee
$2.12M -$478K -2,330 -18%
MFWM
4260
Motley Fool Wealth Management
Virginia
$2.12M -$1.52M -7,389 -42%
PCM
4261
Palouse Capital Management
Washington
$2.12M -$616 -3 -0%
SIA
4262
SkyView Investment Advisors
New Jersey
$2.12M +$192K +956 +10%
LWMNY
4263
Landmark Wealth Management (New York)
New York
$2.12M +$1.23K +6 +0.1%
EW
4264
Element Wealth
Mississippi
$2.12M +$21.3K +104 +1%
Legacy Financial Group (Iowa)
4265
Legacy Financial Group (Iowa)
Iowa
$2.11M -$82.5K -402 -4%
PBC
4266
Pavion Blue Capital
California
$2.11M +$821 +4 +0%
TWM
4267
Tripletail Wealth Management
Florida
$2.11M +$2.11M +9,241 New
BMCM
4268
Burns Matteson Capital Management
New York
$2.11M -$155K -757 -7%
RSF
4269
Rik Saylor Financial
Ohio
$2.1M +$1.03K +5 +0%
RPGNY
4270
Retirement Planning Group (New York)
New York
$2.1M +$39K +190 +2%
LAM
4271
Lifestyle Asset Management
Texas
$2.1M +$444K +2,165 +27%
OPWM
4272
Oakwell Private Wealth Management
Texas
$2.09M -$121K -590 -5%
AF
4273
Abound Financial
California
$2.09M +$410 +2 +0%
CSIA
4274
Conrad Siegel Investment Advisors
Pennsylvania
$2.09M -$33K -161 -2%
AIM
4275
AMI Investment Management
Indiana
$2.09M -$116K -564 -5%
169 170
171
172 173