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 %
SC
5176
Shearwater Capital
Colorado
$506K
BFA
5177
Bluestem Financial Advisors
Illinois
$502K -$84.3K -411 -14%
BC
5178
Bulwark Capital
Florida
$501K +$501K +2,443 New
LWM
5179
Luminvest Wealth Management
Arizona
$498K -$118K -571 -19%
WG
5180
Watchman Group
Texas
$497K +$7.59K +37 +2%
FCM
5181
Fairholme Capital Management
Florida
$495K
IMC
5182
Investment Management Corporation
Virginia
$494K +$7.39K +36 +2%
SB
5183
Semitam Bonam
New York
$490K +$490K +2,386 New
RHJA
5184
Rice Hall James & Associates
California
$489K
RC
5185
Randolph Company
Ohio
$488K +$2.87K +14 +0.6%
C
5186
Croban
Ohio
$485K -$503K -2,450 -51%
DIS
5187
Diversified Investment Strategies
Louisiana
$484K -$35.9K -175 -7%
MA
5188
MAS Advisors
Florida
$484K -$51.9K -253 -10%
WRM
5189
Weybosset Research & Management
Rhode Island
$484K -$28.7K -140 -6%
MCB
5190
Morton Community Bank
Illinois
$482K
WS
5191
Wela Strategies
Georgia
$478K -$6.36K -31 -1%
VWA
5192
VERITY Wealth Advisors
United States
$476K
TFP
5193
TrueWealth Financial Partners
Washington
$474K +$27.9K +136 +6%
DGI
5194
Disciplined Growth Investors
Minnesota
$474K +$201K +980 +74%
JPT
5195
Jordan Park Trust
New Hampshire
$472K -$3.08K -15 -0.6%
BWS
5196
BCR Wealth Strategies
Alabama
$471K -$118K -576 -20%
BRIA
5197
Balanced Rock Investment Advisors
Massachusetts
$470K +$28.9K +141 +7%
PPWM
5198
Perissos Private Wealth Management
Oklahoma
$469K -$46.8K -228 -9%
VFS
5199
Valpey Financial Services
New Hampshire
$468K +$468K +2,281 New
AI
5200
AdvisorShares Investments
Maryland
$467K +$56.4K +275 +14%