5,462 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, 2,160 increasing their positions, 2,818 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,462
Holders Change
-48
Holders Change %
-0.87%
% of All Funds
73.23%
Holding in Top 10
2,733
Holding in Top 10 Change
-383
Holding in Top 10 Change %
-12.29%
% of All Funds
36.64%
New
188
Increased
2,160
Reduced
2,818
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 %
PM
5001
Phraction Management
Connecticut
$718K
BAM
5002
BOCHK Asset Management
Hong Kong
$718K +$718K +3,500 New
AIM
5003
Aigen Investment Management
New York
$715K +$715K +3,486 New
VPI
5004
Value Partners Investments
Manitoba, Canada
$715K +$34.2K +167 +5%
SPWM
5005
Straight Path Wealth Management
Michigan
$715K +$3.9K +19 +0.5%
SWM
5006
StoneCrest Wealth Management
Arizona
$715K -$79K -385 -10%
SS
5007
Sound Stewardship
Kansas
$713K +$205 +1 +0%
PI
5008
Pachira Investments
California
$713K -$74.3K -362 -9%
WH
5009
Whitcomb & Hess
Ohio
$713K
BSWM
5010
Boston Standard Wealth Management
Massachusetts
$710K -$110K -538 -13%
LG
5011
LAM Group
Oregon
$709K -$5.54K -27 -0.8%
CCM
5012
Cambridge Capital Management
Illinois
$708K -$11.1K -54 -2%
LF
5013
LifePlan Financial
Minnesota
$706K +$221K +1,077 +46%
WIC
5014
Whitegate Investment Counselors
New Hampshire
$705K -$35.1K -171 -5%
SWM
5015
Schwallier Wealth Management
Michigan
$703K -$78K -380 -10%
KIC
5016
Keating Investment Counselors
Florida
$703K +$25.4K +124 +4%
HFS
5017
Horizon Financial Services
North Carolina
$702K +$11.9K +58 +2%
NA
5018
Nottingham Advisors
New York
$702K -$442K -2,153 -39%
SM
5019
Salzhauer Michael
$701K
SIA
5020
Spectrum Investment Advisors
Wisconsin
$701K -$215K -1,048 -23%
FLFS
5021
Family Legacy Financial Solutions
North Carolina
$700K +$700K +3,412 New
CWMG
5022
Compass Wealth Management (Georgia)
Georgia
$700K +$700K +3,411 New
DF
5023
Define Financial
California
$699K +$821 +4 +0.1%
JCM
5024
J2 Capital Management
Michigan
$698K +$103K +500 +17%
NL
5025
NDWM LLC
California
$695K +$4.51K +22 +0.7%