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Apple
AAPL

Overview Fund Activity

5,465 hedge funds and large institutions have $1.92T invested in Apple in 2025 Q2 according to their latest regulatory filings, with 189 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
5,465
Holders Change
-45
Holders Change %
-0.82%
% of All Funds
73.24%
Holding in Top 10
2,735
Holding in Top 10 Change
-381
Holding in Top 10 Change %
-12.23%
% of All Funds
36.65%
New
189
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 %
CB
701
Community Bank
New York
$78.5M -$387K -1,885 -0.5%
UF
702
Univest Financial
Pennsylvania
$78.4M -$3.27M -15,956 -4%
SG
703
Sienna Gestion
France
$78.3M +$5.36M +28,639 +7%
VHAM
704
Van Hulzen Asset Management
California
$78M +$5.58M +27,203 +8%
IAS
705
Insigneo Advisory Services
Florida
$77.7M +$1.53M +7,481 +2%
BRWA
706
B. Riley Wealth Advisors
Florida
$77.7M +$77.7M +378,609 New
WGAM
707
Wilkinson Global Asset Management
New York
$77.6M -$12.2M -59,500 -14%
GKWIM
708
Gerber Kawasaki Wealth & Investment Management
California
$77.5M +$243K +1,185 +0.3%
HCM
709
Howard Capital Management
Georgia
$77.4M -$5.14M -25,069 -6%
PWP
710
Principle Wealth Partners
Connecticut
$77.3M +$1.77M +8,610 +2%
LFG
711
Larson Financial Group
Missouri
$77.2M +$10.4M +50,525 +16%
ACIM
712
Azimuth Capital Investment Management
Michigan
$77.1M -$13.6M -66,295 -15%
SQA
713
Simon Quick Advisors
New Jersey
$77M +$7.39M +36,001 +11%
WG
714
Welch Group
Alabama
$77M +$2.97M +14,459 +4%
NSAM
715
North Star Asset Management
Wisconsin
$76.8M +$2.53M +12,335 +3%
BWM
716
Brickley Wealth Management
California
$76.8M +$2.79M +13,593 +4%
VI
717
Vestcor Inc
New Brunswick, Canada
$76.8M -$2.2M -10,732 -3%
CTA
718
Colonial Trust Advisors
South Carolina
$76.7M -$1.04M -5,069 -1%
CBUSF
719
Construction & Building Unions Superannuation Fund
Australia
$76.6M -$27.2M -132,767 -26%
BMCM
720
Bryn Mawr Capital Management
Pennsylvania
$76.5M -$6.04M -29,451 -7%
GA
721
GuoLine Advisory
Singapore
$76.3M – – –
NLGIA
722
Nippon Life Global Investors Americas
New York
$75.8M -$7M -34,140 -8%
BP
723
Ballentine Partners
Massachusetts
$75.5M -$299K -1,459 -0.4%
KFC
724
Klingenstein Fields & Co
New York
$75.3M -$2.87M -13,966 -4%
ISL
725
Ingalls & Snyder LLC
New York
$74.9M -$8.45M -41,182 -10%
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