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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 %
SA
4376
Stewardship Advisors
Pennsylvania
$1.87M -$57.4K -280 -3%
MSWA
4377
Marshall & Sterling Wealth Advisors
New York
$1.87M +$58.3K +285 +3%
IJWM
4378
Inman Jager Wealth Management
Mississippi
$1.87M +$46.6K +227 +3%
FFG
4379
Fortress Financial Group
Minnesota
$1.86M +$36.6K +179 +2%
FPW
4380
Flywheel Private Wealth
California
$1.86M -$33.2K -162 -2%
FFL
4381
Future Fund LLC
Illinois
$1.86M +$455K +2,217 +32%
HKAM
4382
Horizon Kinetics Asset Management
New York
$1.86M +$554K +2,699 +42%
BWA
4383
BlueSky Wealth Advisors
North Carolina
$1.85M +$92.5K +451 +5%
CCP
4384
Cushing Capital Partners
Wisconsin
$1.85M -$48.8K -238 -3%
AFA
4385
AllGen Financial Advisors
Florida
$1.85M +$24.4K +119 +1%
WA
4386
Wealthstar Advisors
Texas
$1.85M -$5.34K -26 -0.3%
DK
4387
David Kennon
Florida
$1.85M -$8.62K -42 -0.5%
GWP
4388
Gen-Wealth Partners
Michigan
$1.85M +$82.1K +400 +5%
LFA
4389
Lauterbach Financial Advisors
Texas
$1.85M -$53.5K -261 -3%
GWM
4390
GK Wealth Management
Nevada
$1.85M -$192K -935 -9%
YCG
4391
Yeomans Consulting Group
Georgia
$1.85M -$71.1K -342 -4%
COFSG
4392
Carbahal Olsen Financial Services Group
California
$1.85M -$11.9K -58 -0.6%
CCM
4393
Corsair Capital Management
New York
$1.84M – – –
CDWM
4394
Campbell Deegan Wealth Management
Virginia
$1.84M -$71.2K -347 -4%
PA
4395
Probity Advisors
Texas
$1.84M -$22.2K -108 -1%
RFN
4396
Redwood Financial Network
Ohio
$1.84M +$19.3K +94 +1%
ACM
4397
Armbruster Capital Management
New York
$1.84M -$30.2K -147 -2%
GFL
4398
Granite FO LLC
New Hampshire
$1.84M -$54.4K -265 -3%
PP
4399
Pingora Partners
Wyoming
$1.83M -$7.18K -35 -0.4%
BFS
4400
Burr Financial Services
California
$1.83M -$404K -1,967 -18%
174 175
176
177 178