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 %
LFA
5276
Livelsberger Financial Advisory
Ohio
$356K +$410 +2 +0.1%
AA
5277
ArborFi Advisors
Michigan
$353K -$5.13K -25 -1%
MSA
5278
Marathon Strategic Advisors
Pennsylvania
$351K +$5.54K +27 +2%
RWS
5279
Rochester Wealth Strategies
Michigan
$351K +$9.44K +46 +3%
JSA
5280
Jacobson & Schmitt Advisors
Wisconsin
$350K +$350K +1,707 New
DRS
5281
Deane Retirement Strategies
Louisiana
$350K
YWM
5282
Yardley Wealth Management
Pennsylvania
$349K
OFG
5283
Orcam Financial Group
California
$344K
ATC
5284
Advantage Trust Company
Kansas
$344K
SC
5285
Scholtz & Company
Connecticut
$342K -$31.6K -154 -8%
AWA
5286
Arbor Wealth Advisors
Michigan
$340K
BWM
5287
Buska Wealth Management
Wisconsin
$338K -$3.49K -17 -1%
SC
5288
Schiavi & Co
Delaware
$337K -$14.6K -71 -4%
CG
5289
Castellan Group
Kentucky
$337K
CC
5290
Cultivar Capital
Texas
$336K
FSA
5291
Financial Services Advisory
Maryland
$335K -$108K -524 -24%
AFS
5292
Axiom Financial Strategies
Indiana
$334K -$325K -1,582 -49%
GVIC
5293
Global Value Investment Corporation
Wisconsin
$333K -$20.3K -99 -6%
KPPF
5294
Klein Pavlis & Peasley Financial
California
$333K -$540K -2,630 -62%
BMC
5295
Bear Mountain Capital
Washington
$332K -$19.9K -94 -6%
KCAM
5296
Kagan Cocozza Asset Management
New Jersey
$330K +$15.4K +75 +5%
AAG
5297
Accordant Advisory Group
Maryland
$329K
WW
5298
Winnow Wealth
Texas
$329K +$205K +1,000 +166%
CIA
5299
Citadel Investment Advisory
Ohio
$328K
WWP
5300
Wise Wealth Partners
Arizona
$328K +$205 +1 +0.1%