5,459 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, 2,158 increasing their positions, 2,817 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,459
Holders Change
-49
Holders Change %
-0.89%
% of All Funds
73.22%
Holding in Top 10
2,732
Holding in Top 10 Change
-384
Holding in Top 10 Change %
-12.32%
% of All Funds
36.64%
New
188
Increased
2,158
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 %
JSA
5276
Jacobson & Schmitt Advisors
Wisconsin
$350K +$350K +1,707 New
DRS
5277
Deane Retirement Strategies
Louisiana
$350K
YWM
5278
Yardley Wealth Management
Pennsylvania
$349K
OFG
5279
Orcam Financial Group
California
$344K
ATC
5280
Advantage Trust Company
Kansas
$344K
SC
5281
Scholtz & Company
Connecticut
$342K -$31.6K -154 -8%
AWA
5282
Arbor Wealth Advisors
Michigan
$340K
BWM
5283
Buska Wealth Management
Wisconsin
$338K -$3.49K -17 -1%
SC
5284
Schiavi & Co
Delaware
$337K -$14.6K -71 -4%
CG
5285
Castellan Group
Kentucky
$337K
CC
5286
Cultivar Capital
Texas
$336K
FSA
5287
Financial Services Advisory
Maryland
$335K -$108K -524 -24%
AFS
5288
Axiom Financial Strategies
Indiana
$334K -$325K -1,582 -49%
GVIC
5289
Global Value Investment Corporation
Wisconsin
$333K -$20.3K -99 -6%
KPPF
5290
Klein Pavlis & Peasley Financial
California
$333K -$540K -2,630 -62%
BMC
5291
Bear Mountain Capital
Washington
$332K -$19.9K -94 -6%
KCAM
5292
Kagan Cocozza Asset Management
New Jersey
$330K +$15.4K +75 +5%
AAG
5293
Accordant Advisory Group
Maryland
$329K
WW
5294
Winnow Wealth
Texas
$329K +$205K +1,000 +166%
CIA
5295
Citadel Investment Advisory
Ohio
$328K
WWP
5296
Wise Wealth Partners
Arizona
$328K +$205 +1 +0.1%
AI
5297
ArchPoint Investors
Florida
$325K
PWM
5298
Pacific Wealth Management
California
$324K
FWP
5299
Family Wealth Partners
North Carolina
$323K +$205 +1 +0.1%
KMC
5300
Kirr Marbach & Co
Indiana
$322K +$30.8K +150 +11%