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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 %
HHWM
4701
Hiley Hunt Wealth Management
Nebraska
$1.24M +$1.26K +6 +0.1%
APC
4702
Asset Planning Corporation
Tennessee
$1.24M +$205 +1 +0%
KDA
4703
Kraft Davis & Associates
Missouri
$1.24M +$6.64K +31 +0.5%
AFS
4704
AFG Fiduciary Services
Massachusetts
$1.24M +$8.94K +43 +0.7%
WAM
4705
Wakefield Asset Management
Colorado
$1.24M – – –
SIAS
4706
Summit Investment Advisory Services
Minnesota
$1.24M +$822K +4,006 +198%
BW
4707
Balance Wealth
Ohio
$1.24M +$8.62K +42 +0.7%
NWM
4708
Nova Wealth Management
Florida
$1.23M +$68.5K +334 +6%
WWA
4709
Wealth Watch Advisors
Colorado
$1.23M +$771K +5,460 +167%
MFS
4710
McNamara Financial Services
Massachusetts
$1.23M +$410 +2 +0%
WWA
4711
Wingate Wealth Advisors
Massachusetts
$1.23M -$108K -524 -8%
CFG
4712
Compton Financial Group
Maryland
$1.23M +$50.5K +246 +4%
MCM
4713
Mork Capital Management
California
$1.23M – – –
LSC
4714
Lesa Sroufe & Co
Washington
$1.23M -$15K -73 -1%
2WWM
4715
21 West Wealth Management
California
$1.22M +$1.22M +5,924 New
LAMC
4716
Longview Asset Management (California)
California
$1.21M -$56K -273 -4%
IHWM
4717
Iron Horse Wealth Management
Iowa
$1.21M +$177K +863 +17%
PPW
4718
Presilium Private Wealth
Pennsylvania
$1.21M -$23.2K -113 -2%
OAS
4719
Optivise Advisory Services
Tennessee
$1.21M +$25.6K +125 +2%
C
4720
Covestor
United Kingdom
$1.21M -$294K -1,435 -20%
AIA
4721
Alternative Investment Advisors
Florida
$1.21M +$7.18K +35 +0.6%
CWA
4722
Carolina Wealth Advisors
South Carolina
$1.21M +$207K +1,008 +21%
PA
4723
Prism Advisors
California
$1.2M -$50.9K -248 -4%
RIA
4724
Retirement Investment Advisors
Oklahoma
$1.2M -$105K -511 -8%
SCM
4725
Sheridan Capital Management
California
$1.2M +$151K +736 +14%
187 188
189
190 191