AAPL icon

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 %
CAAM
4626
Cornerstone Advisors Asset Management
Pennsylvania
$1.38M +$50.9K +248 +4%
WFS
4627
Walker Financial Services
Kentucky
$1.38M +$699K +3,405 +103%
RA
4628
Rodgers & Associates
Pennsylvania
$1.37M +$55K +268 +4%
PGWM
4629
Pitti Group Wealth Management
New York
$1.37M +$124K +603 +10%
MAG
4630
Mokosak Advisory Group
Iowa
$1.37M +$119K +578 +10%
PCM
4631
Prospera Capital Management
Arizona
$1.37M +$67.9K +331 +5%
LFS
4632
Lutz Financial Services
Nebraska
$1.36M +$19.5K +95 +1%
SIA
4633
Summit Investment Advisors
Maryland
$1.36M +$12.8K +63 +0.9%
BGA
4634
Battery Global Advisors
Massachusetts
$1.36M +$616 +3 +0%
BI
4635
Binnacle Investments
Iowa
$1.36M -$6.57K -32 -0.5%
BWM
4636
Biltmore Wealth Management
Arizona
$1.36M -$9.03K -44 -0.7%
VIA
4637
Virtus Investment Advisers
Connecticut
$1.36M +$1.36M +6,623 New
IFA
4638
Independence Financial Advisors
New Hampshire
$1.35M -$3.9K -19 -0.3%
TT
4639
TI-Trust
Illinois
$1.35M +$8.82K +43 +0.7%
CWA
4640
Cornerstone Wealth Advisors
Minnesota
$1.35M -$555K -2,703 -29%
PA
4641
Persium Advisors
Georgia
$1.35M +$161K +784 +14%
SA
4642
SoundView Advisors
Washington
$1.34M -$128K -625 -9%
CTC
4643
Corundum Trust Company
South Dakota
$1.34M -$1.23K -6 -0.1%
PIFP
4644
Partners in Financial Planning
Virginia
$1.34M +$205 +1 +0%
EPAM
4645
Evelyn Partners Asset Management
$1.34M -$3.43M -16,739 -72%
PRI
4646
Prepared Retirement Institute
Pennsylvania
$1.34M +$105K +514 +9%
TIA
4647
Tandem Investment Advisors
South Carolina
$1.34M -$99.1K -483 -7%
VWM
4648
Verus Wealth Management
Wisconsin
$1.33M -$22.4K -109 -2%
WAG
4649
Wheelhouse Advisory Group
Missouri
$1.33M +$176K +860 +15%
SGC
4650
Slocum, Gordon & Co
Rhode Island
$1.32M +$41K +200 +3%
184 185
186
187 188