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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 %
VBA
4826
von Borstel & Associates
Oregon
$1.03M +$135K +662 +15%
MIAS
4827
Mason Investment Advisory Services
Virginia
$1.03M -$615 -3 -0.1%
SIM
4828
Synergy Investment Management
Florida
$1.03M +$10.9K +53 +1%
Walleye Trading
4829
Walleye Trading
New York
$1.03M -$836K -4,073 -45%
PWP
4830
Phillips Wealth Planners
Mississippi
$1.02M -$34K -162 -3%
LG
4831
Lane Generational
Massachusetts
$1.02M – – –
WIM
4832
Waycross Investment Management
Washington
$1.02M -$877K -4,275 -46%
MAM
4833
Mullooly Asset Management
New Jersey
$1.02M -$76.5K -373 -7%
GCS
4834
Gordian Capital (Singapore)
Singapore
$1.02M -$4.32M -21,039 -81%
AC
4835
AlpenGlobal Capital
California
$1.02M +$20.5K +100 +2%
CWM
4836
Consultiva Wealth Management
Puerto Rico
$1.02M – – –
BAM
4837
BLKBRD Asset Management
Connecticut
$1.02M +$1.02M +4,952 New
SPIO
4838
Seven Post Investment Office
California
$1.02M – – –
FIBT
4839
First International Bank & Trust
North Dakota
$1.02M -$381K -1,856 -27%
FPW
4840
Flagship Private Wealth
Massachusetts
$1.02M -$90.9K -443 -8%
DWM
4841
Daner Wealth Management
Georgia
$1.01M +$1.01M +4,417 New
SWM
4842
Sagace Wealth Management
Florida
$1.01M -$5.54K -27 -0.5%
SJGA
4843
Stephen J. Garry & Associates
New York
$1.01M -$14.8K -72 -1%
CLP
4844
Charis Legacy Partners
Texas
$1.01M – – –
VST
4845
Van Strum & Towne
California
$1.01M -$92.3K -450 -8%
MAS
4846
Madden Advisory Services
Florida
$1.01M +$3.49K +17 +0.3%
BCG
4847
BayBridge Capital Group
California
$1.01M +$40.8K +199 +4%
IW
4848
IronOak Wealth
Texas
$1.01M +$1.01M +4,907 New
LFA
4849
LGT Financial Advisors
Texas
$1.01M +$60.3K +294 +6%
FF
4850
Foronjy Financial
California
$1.01M +$1.01M +4,899 New
192 193
194
195 196