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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 %
AFTS
4576
American Financial & Tax Strategies
New York
$1.47M – – –
VFA
4577
Voya Financial Advisors
Connecticut
$1.46M -$61.5K -306 -4%
LWM
4578
Lionsbridge Wealth Management
Florida
$1.46M -$2.09M -10,208 -59%
KWM
4579
Kanen Wealth Management
Florida
$1.46M – – –
SWM
4580
Stonebridge Wealth Management
Illinois
$1.46M +$1.46M +7,099 New
FA
4581
Fortis Advisors
Pennsylvania
$1.46M -$12.5K -61 -0.9%
IWP
4582
IAG Wealth Partners
Wisconsin
$1.46M +$45.6K +222 +3%
AWMNY
4583
Arcadia Wealth Management (New York)
New York
$1.45M – – –
WA
4584
WPG Advisers
Maryland
$1.45M -$229K -1,118 -14%
BPFA
4585
Barnes Pettey Financial Advisors
Mississippi
$1.45M +$15.6K +76 +1%
RFG
4586
Range Financial Group
Oregon
$1.45M -$332K -1,617 -19%
MFA
4587
Millington Financial Advisors
Illinois
$1.45M -$137K -641 -9%
EFIC
4588
Eliot Finkel Investment Counsel
California
$1.44M -$164K -800 -10%
MGIA
4589
Matthew Goff Investment Advisor
Texas
$1.44M +$167K +814 +13%
PSC
4590
Prentiss Smith & Co
Vermont
$1.44M – – –
BAM
4591
Bayshore Asset Management
Florida
$1.44M – – –
FSA
4592
Financial Sense Advisors
California
$1.44M -$19.1K -93 -1%
SWM
4593
Shelton Wealth Management
Texas
$1.44M -$12.1K -59 -0.8%
EP
4594
Essential Planning
New Hampshire
$1.44M – – –
IP
4595
Interval Partners
New York
$1.44M -$4.34M -21,168 -75%
JPG
4596
Jordan Park Group
California
$1.44M – – –
SRC
4597
Stone Run Capital
New York
$1.43M – – –
SHIM
4598
Stone House Investment Management
Pennsylvania
$1.43M +$48K +234 +3%
5W
4599
5T Wealth
California
$1.43M +$147K +717 +11%
JIC
4600
JRM Investment Counsel
Nebraska
$1.43M -$1.06M -5,185 -43%
182 183
184
185 186