5,499 hedge funds and large institutions have $1.92T invested in Apple in 2025 Q2 according to their latest regulatory filings, with 194 funds opening new positions, 2,171 increasing their positions, 2,838 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $2.03T → $1.92T (-$111B)

12% less funds holding in top 10

Funds holding in top 10: 3,1212,750 (-371)

24% less repeat investments, than reductions

Existing positions increased: 2,171 | Existing positions reduced: 2,838

Holders
5,499
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,750
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8B
Puts
$39.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
5226
Disciplined Growth Investors
Minnesota
$474K
JPT
5227
Jordan Park Trust
New Hampshire
$472K
BWS
5228
BCR Wealth Strategies
Alabama
$471K
BRIA
5229
Balanced Rock Investment Advisors
Massachusetts
$470K
PPWM
5230
Perissos Private Wealth Management
Oklahoma
$469K
VFS
5231
Valpey Financial Services
New Hampshire
$468K
AI
5232
AdvisorShares Investments
Maryland
$467K
LW
5233
Lauer Wealth
Indiana
$466K
BAM
5234
Beaumont Asset Management
Texas
$465K
RW
5235
Ridgeline Wealth
Arizona
$465K
CWP
5236
Corepath Wealth Partners
Arizona
$461K
IWM
5237
Inlight Wealth Management
Georgia
$461K
LI
5238
Louisbourg Investments
New Brunswick, Canada
$459K
CG
5239
Curat Global
New Hampshire
$456K
BHWM
5240
Bay Harbor Wealth Management
Maryland
$456K
FVCM
5241
F&V Capital Management
Florida
$454K
PWM
5242
Peterson Wealth Management
Nevada
$454K
RWS
5243
Retirement Wealth Solutions
Wisconsin
$452K
PM
5244
Pembroke Management
Quebec, Canada
$451K
CWI
5245
Conscious Wealth Investments
Florida
$450K
SA
5246
swisspartners Advisors
Switzerland
$448K
FAG
5247
Financial Architects (Georgia)
Georgia
$448K
BCM
5248
Brooktree Capital Management
Michigan
$446K
RAM
5249
Readystate Asset Management
Illinois
$445K
DP
5250
Dundas Partners
United Kingdom
$444K