5,500 hedge funds and large institutions have $1.92T invested in Apple in 2025 Q2 according to their latest regulatory filings, with 194 funds opening new positions, 2,171 increasing their positions, 2,839 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $2.03T → $1.92T (-$111B)

12% less funds holding in top 10

Funds holding in top 10: 3,1212,751 (-370)

24% less repeat investments, than reductions

Existing positions increased: 2,171 | Existing positions reduced: 2,839

Holders
5,500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,751
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8B
Puts
$39.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
4676
Highland Financial Advisors
New Jersey
$1.32M
EFG
4677
Ehrlich Financial Group
California
$1.32M
KA
4678
Kure Advisory
Minnesota
$1.31M
PPWM
4679
PFG Private Wealth Management
Florida
$1.31M
BAM
4680
Broyhill Asset Management
North Carolina
$1.3M
ATI
4681
ARK & TLK Investments
Oklahoma
$1.3M
HCA
4682
Hyperion Capital Advisors
New York
$1.29M
KG
4683
Kilter Group
New York
$1.29M
FWM
4684
Fortress Wealth Management
California
$1.29M
AWA
4685
Adapt Wealth Advisors
Georgia
$1.28M
NPPM
4686
North Point Portfolio Managers
Ohio
$1.28M
MWM
4687
Maltin Wealth Management
New Jersey
$1.28M
DFC
4688
DBK Financial Counsel
Ohio
$1.28M
SOWAS
4689
Silver Oak Wealth Advisors Services
California
$1.28M
PIS
4690
POM Investment Strategies
North Carolina
$1.28M
LFG
4691
Lockerman Financial Group
California
$1.28M
YIM
4692
Yoffe Investment Management
Pennsylvania
$1.27M
ELM
4693
Elite Life Management
Florida
$1.27M
BHWA
4694
Beacon Harbor Wealth Advisors
Virginia
$1.27M
GWM
4695
Greenhouse Wealth Management
Connecticut
$1.27M
SI
4696
Stonekeep Investments
New Mexico
$1.27M
TWA
4697
Tandem Wealth Advisors
Arizona
$1.27M
WFA
4698
Websterrogers Financial Advisors
South Carolina
$1.27M
SWM
4699
Seaside Wealth Management
California
$1.27M
WMN
4700
Wealth Management Nebraska
Nebraska
$1.27M