5,461 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, 2,817 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,461
Holders Change
-48
Holders Change %
-0.87%
% of All Funds
73.22%
Holding in Top 10
2,733
Holding in Top 10 Change
-383
Holding in Top 10 Change %
-12.29%
% of All Funds
36.65%
New
188
Increased
2,160
Reduced
2,817
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 %
TFM
5151
Trademark Financial Management
Minnesota
$534K +$161K +785 +43%
KWM
5152
KMT Wealth Management
California
$533K
BCM
5153
Beddow Capital Management
Wyoming
$533K +$9.65K +47 +2%
TWCA
5154
Two West Capital Advisors
Kansas
$531K +$28.4K +133 +6%
FOFP
5155
Fee-Only Financial Planning
South Carolina
$530K +$292K +1,421 +122%
MCP
5156
Martin Capital Partners
Oregon
$529K +$171K +836 +48%
T
5157
TOBAM
France
$528K -$747K -3,642 -59%
EF
5158
Envision Financial
Wisconsin
$528K +$52.7K +257 +11%
PWP
5159
Parkwoods Wealth Partners
New York
$527K +$177K +861 +50%
ACM
5160
Absolute Capital Management
Pennsylvania
$526K +$39.8K +194 +8%
BWA
5161
Bestgate Wealth Advisors
Maryland
$524K
CWM
5162
Capital Wealth Management
Rhode Island
$521K -$2.05K -10 -0.4%
CCM
5163
Coerente Capital Management
Ontario, Canada
$515K -$61.6K -300 -11%
VF
5164
Vestment Financial
Minnesota
$514K -$21.1K -100 -4%
DMKJ
5165
David M. Knott Jr
$512K
EFG
5166
Erickson Financial Group
Pennsylvania
$511K -$15.6K -76 -3%
RI
5167
Ridgewood Investments
New Jersey
$510K -$2.05K -10 -0.4%
PPW
5168
PACK Private Wealth
Minnesota
$510K -$25.6K -125 -5%
LWP
5169
Laurel Wealth Planning
Minnesota
$510K -$5.75K -28 -1%
SA
5170
SPG Advisors
Washington
$510K +$510K +2,485 New
KPP
5171
Kings Path Partners
Texas
$509K +$205K +1,000 +68%
LWIC
5172
Leith Wheeler Investment Counsel
British Columbia, Canada
$508K -$197K -961 -28%
SEM
5173
Strategic Equity Management
Arizona
$506K -$280K -1,366 -36%
SC
5174
Shearwater Capital
Colorado
$506K
BFA
5175
Bluestem Financial Advisors
Illinois
$502K -$84.3K -411 -14%