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Apple
AAPL

Overview Fund Activity

5,510 hedge funds and large institutions have $2.03T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,001 increasing their positions, 3,058 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,510
Holders Change
-71
Holders Change %
-1.27%
% of All Funds
74.84%
Holding in Top 10
3,116
Holding in Top 10 Change
-222
Holding in Top 10 Change %
-6.65%
% of All Funds
42.33%
New
167
Increased
2,001
Reduced
3,058
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.02B

Top Buyers

1
BlackRock
BlackRock
New York
+$3.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.5B
3
Amundi
Amundi
France
+$2.98B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.14B
5
Citigroup
Citigroup
New York
+$2.08B

Top Sellers

1
UBS AM
UBS AM
Illinois
-$20.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$5.28B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.01B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.51B
5
HHII
H&H International Investment
California
-$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
751
Brickley Wealth Management
California
$80.1M +$101K +454 +0.1%
EIA
752
Edgemoor Investment Advisors
Maryland
$80.1M -$172K -774 -0.2%
HFS
753
Hantz Financial Services
Michigan
$80.1M -$13.8M -62,070 -15%
MTC
754
McDaniel Terry & Co
Texas
$79.9M -$378K -1,701 -0.5%
WIM
755
WealthPlan Investment Management
Nebraska
$79.8M -$623K -2,805 -0.8%
OWP
756
Obermeyer Wealth Partners
Colorado
$79.7M -$1.33M -5,969 -2%
ACM
757
Alta Capital Management
Utah
$79.6M -$24.4M -109,736 -23%
ECM
758
Everence Capital Management
Indiana
$79.3M -$4.11M -18,500 -5%
Sands Capital Management
759
Sands Capital Management
Virginia
$79M -$524M -2,359,405 -87%
AFG
760
Albion Financial Group
Utah
$78.8M +$759K +3,419 +1%
AP
761
Appleton Partners
Massachusetts
$78.7M -$1.87M -8,398 -2%
WG
762
Welch Group
Alabama
$78.6M -$125K -575 -0.2%
WAM
763
Weatherly Asset Management
California
$78.5M -$1.17M -5,278 -1%
BHIA
764
Birch Hill Investment Advisors
Massachusetts
$78.4M +$2.47M +11,134 +3%
VHAM
765
Van Hulzen Asset Management
California
$78.4M -$13.1M -59,167 -14%
WA
766
Wealth Alliance
New York
$77.9M -$2.46M -11,090 -3%
ECM
767
Evergreen Capital Management
Washington
$77.7M -$1.91M -8,585 -2%
VVP
768
Venture Visionary Partners
Ohio
$77.6M +$354K +1,593 +0.5%
SWM
769
SeaCrest Wealth Management
New York
$77.6M -$748K -3,368 -1%
MWM
770
Modern Wealth Management
Kansas
$77.6M +$8.21M +36,974 +12%
YIA
771
YHB Investment Advisors
Connecticut
$77.5M -$1.05M -4,733 -1%
CNAM
772
Campbell Newman Asset Management
Wisconsin
$77.2M -$2.66M -11,990 -3%
PIM
773
Plato Investment Management
Australia
$76.8M -$8.88M -39,539 -10%
WBC
774
Westpac Banking Corp
Australia
$76.7M -$10.3M -46,217 -12%
CCA
775
Cobblestone Capital Advisors
New York
$76.7M +$222 +1 +0%
29 30
31
32 33