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 %
NWM
4551
Napa Wealth Management
California
$1.52M -$263K -1,281 -15%
GF
4552
GGM Financials
Ohio
$1.52M +$1.23K +6 +0.1%
SIC
4553
Schwartz Investment Counsel
Michigan
$1.52M
MAV
4554
Mason & Associates (Virginia)
Virginia
$1.52M +$1.23K +6 +0.1%
EPM
4555
Elm Partners Management
Pennsylvania
$1.51M +$1.25M +6,092 +483%
SCA
4556
Sippican Capital Advisors
Massachusetts
$1.5M -$410 -2 -0%
HBCM
4557
Heron Bay Capital Management
Michigan
$1.5M -$4.09M -19,917 -73%
BIS
4558
BG Investment Services
Guam
$1.49M +$241K +1,177 +19%
CFS
4559
Cannon Financial Strategists
Georgia
$1.49M -$11.9K -58 -0.8%
TA
4560
TCM Advisors
West Virginia
$1.49M -$1.64M
BAM
4561
Blueshift Asset Management
New Jersey
$1.49M +$1.21M +5,885 +428%
OWM
4562
Orgel Wealth Management
Wisconsin
$1.48M -$49.2K -240 -3%
CCA
4563
Coign Capital Advisors
Utah
$1.48M +$18.7K +91 +1%
SL
4564
SWMG LLC
Texas
$1.48M -$157K -732 -10%
HSWM
4565
Hubbell Strickland Wealth Management
Louisiana
$1.48M +$5.33K +26 +0.4%
HFS
4566
Hopwood Financial Services
Virginia
$1.48M -$320K -1,559 -18%
CJ
4567
Caitlin John
Michigan
$1.47M +$970K +4,726 +192%
NCG
4568
Newport Capital Group
New Jersey
$1.47M +$616 +3 +0%
UIM
4569
Unified Investment Management
Georgia
$1.47M +$46.8K +228 +3%
SCA
4570
Sulzberger Capital Advisors
Florida
$1.47M -$369K -1,800 -20%
ACA
4571
Ascension Capital Advisors
Texas
$1.47M -$54.4K -265 -4%
WWM
4572
Whalen Wealth Management
Nevada
$1.47M +$83.1K +405 +6%
CA
4573
Claris Advisors
Missouri
$1.47M -$705K -3,435 -32%
MWP
4574
Meriwether Wealth & Planning
Louisiana
$1.47M +$119K +580 +9%
SIMC
4575
Squire Investment Management Company
Utah
$1.47M +$66.7K +325 +5%