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 %
NEAM
5026
New England Asset Management
Connecticut
$694K
SWTS
5027
Stonehaven Wealth & Tax Solutions
Wisconsin
$693K +$2.26K +11 +0.3%
SFC
5028
Summit Financial Consulting
Michigan
$690K -$95.4K -465 -12%
KG
5029
Kieckhefer Group
Wisconsin
$690K -$71.8K -350 -9%
VWA
5030
Valued Wealth Advisors
Utah
$689K -$53.1K -259 -7%
UWM
5031
USAdvisors Wealth Management
Minnesota
$688K -$117K -572 -15%
FPCG
5032
Forum Private Client Group
Indiana
$687K -$2.67K -13 -0.4%
EC
5033
Enhancing Capital
Pennsylvania
$685K
DCM
5034
Driehaus Capital Management
Illinois
$685K -$837K -4,078 -55%
RBCM
5035
Raub Brock Capital Management
California
$682K -$30.6K -149 -4%
FFG
5036
Foundry Financial Group
New Hampshire
$681K -$21.5K -105 -3%
MAM
5037
McCarthy Asset Management
California
$680K -$35.9K -175 -5%
OAP
5038
One Advisory Partners
Kansas
$680K +$388K +1,811 +133%
HHRDM
5039
H&H Retirement Design & Management
Nevada
$677K +$213K +1,001 +46%
SIM
5040
Sims Investment Management
Ohio
$677K +$821 +4 +0.1%
SW
5041
Schulz Wealth
Texas
$674K +$1.64K +8 +0.2%
WCM
5042
WealthTrak Capital Management
Virginia
$673K -$1.85K -9 -0.3%
DFA
5043
DHK Financial Advisors
New Hampshire
$672K -$4.31K -21 -0.6%
CC
5044
Capstone Capital
Nevada
$671K -$44.5K -217 -6%
SGI
5045
Swan Global Investments
Colorado
$671K +$135K +660 +25%
IPA
5046
Investment Planning Advisors
Georgia
$670K +$83.7K +408 +14%
MLRA
5047
Main Line Retirement Advisors
Montana
$669K -$6.98K -34 -1%
CC
5048
Citrine Capital
California
$669K +$12.7K +62 +2%
AAM
5049
Ameraudi Asset Management
New York
$668K
SRCM
5050
Signature Resources Capital Management
California
$664K +$53.3K +260 +9%