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
Name Holding Trade Value Shares
Change
Shares
Change %
SMG
4301
Smart Money Group
Texas
$2.04M +$180K +875 +10%
BAMG
4302
Brand Asset Management Group
Missouri
$2.04M -$72K -351 -3%
HC
4303
Hara Capital
Washington
$2.04M -$297K -1,450 -13%
FWM
4304
ForthRight Wealth Management
Georgia
$2.04M +$5.13K +25 +0.3%
FYW
4305
Future You Wealth
New York
$2.03M -$28.5K -139 -1%
WCM
4306
Wealthcare Capital Management
Virginia
$2.03M -$768K -3,742 -27%
CG
4307
Clifford Group
Massachusetts
$2.02M -$148K -723 -7%
RFA
4308
Reyes Financial Architecture
California
$2.02M +$304K +1,482 +18%
SWM
4309
Shakespeare Wealth Management
Wisconsin
$2.02M -$2.87K -14 -0.1%
IWP
4310
Innova Wealth Partners
Pennsylvania
$2.02M -$22.2K -108 -1%
HWA
4311
HMV Wealth Advisors
Louisiana
$2.02M -$1.17M -5,723 -37%
1IA
4312
1620 Investment Advisors
Massachusetts
$2.02M +$27.5K +134 +1%
AA
4313
Aufman Associates
Pennsylvania
$2.01M +$513K +2,502 +34%
BAWC
4314
Boyce & Associates Wealth Consulting
Texas
$2.01M +$18K +87 +0.9%
BA
4315
Bellwether Advisors
Nebraska
$2.01M +$104K +506 +5%
MWP
4316
Meredith Wealth Planning
Illinois
$2.01M +$6.36K +31 +0.3%
SOAG
4317
Silver Oak Advisory Group
Oregon
$2.01M +$128K +624 +7%
FA
4318
FC Advisory
Pennsylvania
$2M +$1.23K +6 +0.1%
OPW
4319
Osprey Private Wealth
New York
$2M +$171K +800 +9%
EWA
4320
Elevate Wealth Advisory
Georgia
$2M -$134K -654 -6%
LAS
4321
Lloyd Advisory Services
Georgia
$2M +$439K +3,302 +28%
HP
4322
HT Partners
Connecticut
$1.99M -$41K -200 -2%
FNWA
4323
Financial Network Wealth Advisors
Utah
$1.99M -$148K -719 -7%
FH
4324
Financial Harvest
Florida
$1.99M +$1.99M +9,710 New
PWP
4325
Prasad Wealth Partners
Ohio
$1.99M +$67.1K +327 +3%