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 %
RWM
5126
Refined Wealth Management
Utah
$564K -$44.9K -219 -7%
MWA
5127
Martel Wealth Advisors
Washington
$563K +$205 +1 +0%
RS
5128
R Squared
Hong Kong
$563K +$563K +2,742 New
MFG
5129
Mustico Financial Group
New York
$561K +$561K +2,657 New
TWM
5130
Tanglewood Wealth Management
Texas
$560K -$66.7K -325 -11%
FIG
5131
FSA Investment Group
Florida
$560K +$3.49K +17 +0.6%
LCM
5132
Lunt Capital Management
Utah
$559K +$5.75K +28 +1%
IDBONY
5133
Israel Discount Bank of New York
New York
$556K -$12.3K -60 -2%
GWM
5134
Global Wealth Management
New Jersey
$554K +$84.1K +403 +18%
PCMH
5135
Polymer Capital Management (HK)
Hong Kong
$554K -$11.3M -54,954 -95%
GC
5136
Gruss & Co
Florida
$554K
CFS
5137
Coordinated Financial Services
Colorado
$554K -$1.33M -6,484 -71%
TCTWM
5138
Three Cord True Wealth Management
Pennsylvania
$550K -$9.65K -47 -2%
PWS
5139
Peloton Wealth Strategists
Indiana
$550K +$15.4K +75 +3%
AWMNH
5140
Arcadia Wealth Management (New Hampshire)
New Hampshire
$549K -$127K -621 -19%
RC
5141
RBO & Co
California
$548K
CCA
5142
Cravens & Co Advisors
Tennessee
$545K +$615 +3 +0.1%
SIA
5143
Stegner Investment Associates
Kentucky
$544K
SVWA
5144
Sarver Vrooman Wealth Advisors
Missouri
$542K +$287K +1,400 +113%
TCM
5145
Twele Capital Management
Minnesota
$542K -$40.8K -199 -7%
JHP
5146
James Hambro & Partners
United Kingdom
$540K -$425K -2,071 -44%
BI
5147
Berkeley Inc
Idaho
$540K -$2.46K -12 -0.5%
PWM
5148
Parkworth Wealth Management
California
$540K -$106K -519 -16%
AAG
5149
Avalon Advisory Group
Pennsylvania
$539K +$1.23K +6 +0.2%
CWM
5150
Core Wealth Management
Florida
$536K -$71K -346 -12%