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 %
DAS
5151
DMKC Advisory Services
Iowa
$534K +$208K +988 +63%
HC
5152
Hoese & Co
Minnesota
$534K
TFM
5153
Trademark Financial Management
Minnesota
$534K +$161K +785 +43%
KWM
5154
KMT Wealth Management
California
$533K
BCM
5155
Beddow Capital Management
Wyoming
$533K +$9.65K +47 +2%
TWCA
5156
Two West Capital Advisors
Kansas
$531K +$28.4K +133 +6%
FOFP
5157
Fee-Only Financial Planning
South Carolina
$530K +$292K +1,421 +122%
MCP
5158
Martin Capital Partners
Oregon
$529K +$171K +836 +48%
T
5159
TOBAM
France
$528K -$747K -3,642 -59%
EF
5160
Envision Financial
Wisconsin
$528K +$52.7K +257 +11%
PWP
5161
Parkwoods Wealth Partners
New York
$527K +$177K +861 +50%
ACM
5162
Absolute Capital Management
Pennsylvania
$526K +$39.8K +194 +8%
BWA
5163
Bestgate Wealth Advisors
Maryland
$524K
CWM
5164
Capital Wealth Management
Rhode Island
$521K -$2.05K -10 -0.4%
CCM
5165
Coerente Capital Management
Ontario, Canada
$515K -$61.6K -300 -11%
VF
5166
Vestment Financial
Minnesota
$514K -$21.1K -100 -4%
DMKJ
5167
David M. Knott Jr
$512K
EFG
5168
Erickson Financial Group
Pennsylvania
$511K -$15.6K -76 -3%
RI
5169
Ridgewood Investments
New Jersey
$510K -$2.05K -10 -0.4%
PPW
5170
PACK Private Wealth
Minnesota
$510K -$25.6K -125 -5%
LWP
5171
Laurel Wealth Planning
Minnesota
$510K -$5.75K -28 -1%
SA
5172
SPG Advisors
Washington
$510K +$510K +2,485 New
KPP
5173
Kings Path Partners
Texas
$509K +$205K +1,000 +68%
LWIC
5174
Leith Wheeler Investment Counsel
British Columbia, Canada
$508K -$197K -961 -28%
SEM
5175
Strategic Equity Management
Arizona
$506K -$280K -1,366 -36%