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, 2,161 increasing their positions, 2,819 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
2,161
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 %
DF
5026
Define Financial
California
$699K +$821 +4 +0.1%
JCM
5027
J2 Capital Management
Michigan
$698K +$103K +500 +17%
NL
5028
NDWM LLC
California
$695K +$4.51K +22 +0.7%
NEAM
5029
New England Asset Management
Connecticut
$694K
SWTS
5030
Stonehaven Wealth & Tax Solutions
Wisconsin
$693K +$2.26K +11 +0.3%
SFC
5031
Summit Financial Consulting
Michigan
$690K -$95.4K -465 -12%
KG
5032
Kieckhefer Group
Wisconsin
$690K -$71.8K -350 -9%
VWA
5033
Valued Wealth Advisors
Utah
$689K -$53.1K -259 -7%
UWM
5034
USAdvisors Wealth Management
Minnesota
$688K -$117K -572 -15%
FPCG
5035
Forum Private Client Group
Indiana
$687K -$2.67K -13 -0.4%
EC
5036
Enhancing Capital
Pennsylvania
$685K
DCM
5037
Driehaus Capital Management
Illinois
$685K -$837K -4,078 -55%
RBCM
5038
Raub Brock Capital Management
California
$682K -$30.6K -149 -4%
FFG
5039
Foundry Financial Group
New Hampshire
$681K -$21.5K -105 -3%
MAM
5040
McCarthy Asset Management
California
$680K -$35.9K -175 -5%
OAP
5041
One Advisory Partners
Kansas
$680K +$388K +1,811 +133%
HHRDM
5042
H&H Retirement Design & Management
Nevada
$677K +$213K +1,001 +46%
SIM
5043
Sims Investment Management
Ohio
$677K +$821 +4 +0.1%
SW
5044
Schulz Wealth
Texas
$674K +$1.64K +8 +0.2%
WCM
5045
WealthTrak Capital Management
Virginia
$673K -$1.85K -9 -0.3%
DFA
5046
DHK Financial Advisors
New Hampshire
$672K -$4.31K -21 -0.6%
CC
5047
Capstone Capital
Nevada
$671K -$44.5K -217 -6%
SGI
5048
Swan Global Investments
Colorado
$671K +$135K +660 +25%
IPA
5049
Investment Planning Advisors
Georgia
$670K +$83.7K +408 +14%
MLRA
5050
Main Line Retirement Advisors
Montana
$669K -$6.98K -34 -1%