5,463 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, 2,818 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,463
Holders Change
-47
Holders Change %
-0.85%
% of All Funds
73.23%
Holding in Top 10
2,734
Holding in Top 10 Change
-382
Holding in Top 10 Change %
-12.26%
% of All Funds
36.65%
New
188
Increased
2,161
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 %
CIC
5101
Chase Investment Counsel
Virginia
$595K -$2.88M -14,051 -83%
RWM
5102
Rolek Wealth Management
Pennsylvania
$595K +$16.4K +80 +3%
MCM
5103
MontVue Capital Management
Virginia
$591K +$2.26K +11 +0.4%
STB
5104
S&T Bank
Pennsylvania
$591K -$33.2K -162 -5%
PWM
5105
PMG Wealth Management
Illinois
$591K -$69.1K -337 -10%
TFG
5106
Tull Financial Group
Virginia
$589K -$821 -4 -0.1%
IWC
5107
Infinity Wealth Counsel
Ohio
$586K -$3.49K -17 -0.6%
PWA
5108
Principia Wealth Advisory
Texas
$585K +$58.3K +284 +11%
EWM
5109
Evolution Wealth Management
Florida
$581K +$581K +2,830 New
CFG
5110
Cornerstone Financial Group
Nebraska
$581K +$205 +1 +0%
TCM
5111
Teza Capital Management
Illinois
$580K -$28.7K -140 -5%
WCM
5112
Wellington Capital Management
Maryland
$580K +$580K +2,339 New
EFMH
5113
E Fund Management (HK)
Hong Kong
$578K -$84.5K -412 -13%
HAM
5114
Hickory Asset Management
Ohio
$578K -$85.1K -415 -13%
DWS
5115
Dynamic Wealth Strategies
California
$577K -$3.28K -16 -0.6%
TL
5116
Tradewinds LLC
North Carolina
$575K -$16.1M -78,268 -97%
MWA
5117
Merkkuri Wealth Advisors
New York
$575K -$112K -546 -16%
ACM
5118
American Capital Management
New York
$574K +$304K +1,484 +113%
WGS
5119
Washington Growth Strategies
District of Columbia
$574K +$574K +2,800 New
NPAN
5120
Northeast Planning Associates NH
New Hampshire
$572K +$26.9K +131 +5%
NJBEST
5121
New Jersey Better Educational Savings Trust
New Jersey
$572K -$1.47M -7,147 -72%
NO
5122
Ninety One
South Africa
$571K -$6.24M -31,214 -92%
CA
5123
Corrado Advisors
New Jersey
$571K +$5.13K +25 +0.9%
NWA
5124
Navis Wealth Advisors
New York
$568K +$56K +273 +11%
GWAM
5125
Guardian Wealth Advisors (Minnesota)
Minnesota
$564K -$172K -840 -23%