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Apple
AAPL

Overview Fund Activity

5,464 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, 2,819 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,464
Holders Change
-46
Holders Change %
-0.83%
% of All Funds
73.23%
Holding in Top 10
2,735
Holding in Top 10 Change
-381
Holding in Top 10 Change %
-12.23%
% of All Funds
36.66%
New
188
Increased
2,161
Reduced
2,819
Closed
120
Calls
$41.8B
Puts
$39.6B
Net Calls
+$2.24B
Net Calls Change
-$2.64B

Top Buyers

1
UBS AM
UBS AM
Illinois
+$21.9B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.25B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.11B
4
BlackRock
BlackRock
New York
+$1.77B
5
Victory Capital Management
Victory Capital Management
Texas
+$1.61B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.38B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$4.1B
3
Capital World Investors
Capital World Investors
California
-$3.78B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.46B
5
DFG
Demars Financial Group
Washington
-$1.95B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
651
Marsico Capital Management
Colorado
$88.6M -$26.8M -130,720 -23%
TCA
652
Transcend Capital Advisors
New Jersey
$88.4M -$6.71M -32,719 -7%
BCV
653
Banque Cantonale Vaudoise
Switzerland
$88.3M -$97.9K -477 -0.1%
AAS
654
Annex Advisory Services
Wisconsin
$87.9M +$7.52M +36,654 +9%
CAM
655
Crake Asset Management
United Kingdom
$87.8M +$87.8M +428,000 New
HCMG
656
Howard Capital Management Group
California
$87.7M -$82.5K -402 -0.1%
FPAS
657
Focus Partners Advisor Solutions
Missouri
$87M -$4.24M -20,692 -5%
RSWM
658
Robertson Stephens Wealth Management
California
$86.9M -$1.88M -9,147 -2%
OWM
659
Opes Wealth Management
California
$86.8M +$2.02M +9,851 +2%
CI
660
Cincinnati Insurance
Ohio
$86.2M – – –
JIC
661
Joel Isaacson & Co
New York
$86M +$2.87M +13,970 +3%
TF
662
Talbot Financial
Washington
$85.9M +$10.8M +52,412 +14%
QCG
663
Quadrant Capital Group
Ohio
$85.9M +$1.37M +6,676 +2%
MIA
664
MMBG Investment Advisors
Florida
$85.9M +$575K +2,803 +0.7%
BC
665
Burney Company
Virginia
$85.2M -$1.61M -7,866 -2%
FMI
666
F/M Investments
District of Columbia
$84.8M +$2.98M +14,551 +4%
GVAG
667
Great Valley Advisor Group
Delaware
$84.5M -$5.33M -25,966 -6%
ACM
668
Argent Capital Management
Missouri
$84.3M -$48.9M -238,524 -37%
ANHIM
669
Alan N. Hoffman Investment Management
Massachusetts
$84M -$949K -4,626 -1%
NEI
670
Northwest & Ethical Investments
Ontario, Canada
$83.9M +$5.77M +28,170 +7%
MPM
671
Meritage Portfolio Management
Kansas
$83.8M -$4M -19,490 -5%
AWA
672
Arkadios Wealth Advisors
Georgia
$83.6M +$6.03M +29,371 +8%
SSWM
673
Smith Salley Wealth Management
North Carolina
$83.5M +$1.71M +8,355 +2%
VWA
674
Visionary Wealth Advisors
Illinois
$83.4M +$38.8M +189,178 +87%
AP
675
Americana Partners
Texas
$83.3M -$239K -1,165 -0.3%
25 26
27
28 29