5,464 hedge funds and large institutions have $1.92T invested in Apple in 2025 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 2,161 increasing their positions, 2,819 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,464
Holders Change
-46
Holders Change %
-0.83%
% of All Funds
73.23%
Holding in Top 10
2,735
Holding in Top 10 Change
-381
Holding in Top 10 Change %
-12.23%
% of All Funds
36.66%
New
188
Increased
2,161
Reduced
2,819
Closed
120
Calls
$41.8B
Puts
$39.6B
Net Calls
+$2.24B
Net Calls Change
-$2.64B
Name Holding Trade Value Shares
Change
Shares
Change %
ICM
4901
Innovator Capital Management
Illinois
$922K -$9.03K -44 -1%
CF
4902
Cyr Financial
Illinois
$918K +$106K +517 +13%
GWA
4903
Gutierrez Wealth Advisory
Arkansas
$916K +$552K +2,690 +151%
LODC
4904
Lanham O'Dell & Company
West Virginia
$906K
BH
4905
Burk Holdings
Oklahoma
$904K -$92.3K -450 -9%
SWP
4906
Significant Wealth Partners
Illinois
$899K +$9.44K +46 +1%
PA
4907
Pineridge Advisors
Missouri
$899K +$73.7K +359 +9%
FEM
4908
Fulcrum Equity Management
Texas
$897K -$444K -2,165 -33%
LWA
4909
Lowe Wealth Advisors
Maryland
$886K -$10.3K -50 -1%
AWMG
4910
ADG Wealth Management Group
Louisiana
$886K +$47.4K +231 +6%
RBC
4911
Roble Belko & Company
Pennsylvania
$883K +$233K +1,137 +36%
RFL
4912
RD Finance Ltd
Cyprus
$882K
GG
4913
Gleason Group
Kentucky
$880K +$252K +1,230 +40%
AAA
4914
AG Asset Advisory
California
$874K
SAMC
4915
Spectrum Asset Management (California)
California
$873K -$6.16K -30 -0.7%
OCFG
4916
O'Connor Financial Group
Illinois
$870K +$60.9K +285 +8%
GFA
4917
Grunden Financial Advisory
Texas
$870K -$7.39K -36 -0.8%
PWM
4918
Partnership Wealth Management
Maryland
$870K +$205 +1 +0%
BP
4919
BCK Partners
New York
$870K +$410 +2 +0%
HA
4920
HFG Advisors
Ohio
$869K -$35.9K -175 -4%
KC
4921
Kinloch Capital
Virginia
$865K +$246K +1,200 +40%
TWA
4922
Trellis Wealth Advisors
California
$860K
CCA
4923
Covey Capital Advisors
Georgia
$859K -$205K -1,000 -19%
RWRC
4924
R.W. Roge & Company
New York
$858K -$2.18M -10,637 -72%
AIM
4925
Archer Investment Management
Texas
$858K -$291K -1,420 -25%