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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 %
IIA
4801
Integrity Investment Advisors
Colorado
$1.09M -$50.1K -244 -4%
EA
4802
Evolution Advisers
Virginia
$1.08M -$45.7K -223 -4%
OWA
4803
Oak Wealth Advisors
Illinois
$1.08M – – –
TWP
4804
Total Wealth Planning
Ohio
$1.07M +$19.3K +94 +2%
SF
4805
Seros Financial
Arizona
$1.07M -$30.2K -147 -3%
CC
4806
Centiva Capital
New York
$1.07M +$1.07M +5,221 New
HFAS
4807
Hummer Financial Advisory Services
Illinois
$1.07M -$48K -234 -4%
AAM
4808
Ackerman Asset Management
Maryland
$1.07M -$68.9K -336 -6%
GCC
4809
Game Creek Capital
Massachusetts
$1.07M -$30.8K -150 -3%
LA
4810
LWM Advisors
California
$1.07M -$1.64K -8 -0.2%
OKSA
4811
O'Keefe Stevens Advisory
New York
$1.07M – – –
EFN
4812
Equita Financial Network
Pennsylvania
$1.06M -$400K -1,952 -27%
GRQ
4813
Gardner Russo & Quinn
Pennsylvania
$1.06M -$20.5K -100 -2%
MA
4814
McGrath & Associates
North Carolina
$1.05M -$100K -488 -9%
GOCP
4815
Great Oak Capital Partners
Massachusetts
$1.05M -$1.69K -8 -0.2%
GWM
4816
Guardian Wealth Management
Illinois
$1.05M -$8.21K -40 -0.8%
BWL
4817
Beacon Wealthcare LLC
North Carolina
$1.05M +$11.7K +57 +1%
CWM
4818
Centricity Wealth Management
Ohio
$1.05M -$28.9K -141 -3%
KFP
4819
Keener Financial Planning
Texas
$1.04M +$148K +724 +17%
NEPPG
4820
New England Professional Planning Group
Rhode Island
$1.04M +$205 +1 +0%
BSG
4821
Black Swift Group
Colorado
$1.04M -$241K -1,173 -19%
ACM
4822
Adalta Capital Management
New York
$1.04M -$122K -595 -10%
PAM
4823
Prodigy Asset Management
Nebraska
$1.04M +$120K +584 +13%
JFG
4824
JMG Financial Group
Illinois
$1.04M -$53.3K -260 -5%
RFS
4825
Retirement Financial Solutions
Tennessee
$1.04M +$8.21K +40 +0.8%
191 192
193
194 195