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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 %
GVCM
4751
Global View Capital Management
Wisconsin
$1.16M +$13.3K +65 +1%
MGWA
4752
Monument Group Wealth Advisors
Massachusetts
$1.16M +$138K +671 +13%
DFG
4753
Dynamic Financial Group
Iowa
$1.16M +$24.6K +120 +2%
BFP
4754
Beacon Financial Planning
Massachusetts
$1.16M +$82.3K +401 +8%
AFWM
4755
AMJ Financial Wealth Management
Virginia
$1.16M -$111K -541 -9%
EMFAT
4756
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.16M -$198K -965 -15%
AC
4757
AWM Capital
Arizona
$1.16M -$61.4K -299 -5%
KFSN
4758
Keystone Financial Services (Nebraska)
Nebraska
$1.15M -$28.1K -137 -2%
PRTG
4759
Post Resch Tallon Group
New York
$1.15M -$405K -1,973 -26%
FWMP
4760
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.15M +$57.2K +279 +5%
WCP
4761
Welch Capital Partners
New York
$1.15M -$17.2K -84 -1%
JF
4762
Joule Financial
Kentucky
$1.15M -$51.3K -250 -4%
CWA
4763
Clearview Wealth Advisors
Oregon
$1.14M +$17.6K +86 +2%
GCM
4764
Galibier Capital Management
Ontario, Canada
$1.14M – – –
ACM
4765
Alamar Capital Management
California
$1.14M +$205 +1 +0%
DSCM
4766
Del-Sette Capital Management
New York
$1.14M -$1.6M -7,803 -58%
HSWS
4767
Higgins & Schmidt Wealth Strategies
Colorado
$1.14M +$5.34K +26 +0.5%
GC
4768
Guidance Capital
Kentucky
$1.14M -$11.9K -59 -1%
SAS
4769
Spurstone Advisory Services
Connecticut
$1.14M +$75.1K +366 +7%
SA
4770
Sincerus Advisory
New York
$1.14M -$32.5K -152 -3%
SFS
4771
Sharp Financial Services
Pennsylvania
$1.14M +$166K +807 +17%
CWM
4772
Copia Wealth Management
Oregon
$1.13M +$27.3K +133 +2%
EWM
4773
Endowment Wealth Management
Wisconsin
$1.13M +$170K +830 +18%
TR
4774
Tepp RIA
New Jersey
$1.13M -$78.4K -382 -7%
AWP
4775
Avid Wealth Partners
Texas
$1.12M +$260K +1,268 +30%
189 190
191
192 193