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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 %
GHA
801
GW Henssler & Associates
Georgia
$64.5M +$648K +3,156 +1%
FFA
802
First Foundation Advisors
California
$64.3M +$79K +385 +0.1%
FFM
803
Forum Financial Management
Illinois
$64M -$895K -4,360 -1%
IGGA
804
Iron Gate Global Advisors
Utah
$63.7M +$3.28M +16,003 +5%
BBA
805
BLB&B Advisors
Pennsylvania
$63.6M -$1.39M -6,760 -2%
ACM
806
Academy Capital Management
Texas
$63.5M -$625K -3,046 -1%
CSUI
807
Cincinnati Specialty Underwriters Insurance
Ohio
$63.2M – – –
HFS
808
Hantz Financial Services
Michigan
$62.9M -$11M -53,735 -15%
NM
809
NWI Management
New York
$62.8M +$36.9M +180,000 +143%
LA
810
LM Advisors
California
$62.2M +$41.2M +200,843 +196%
NAAA
811
New Age Alpha Advisors
New York
$62M -$6.42M -31,270 -9%
WTA
812
Washington Trust Advisors
Massachusetts
$61.7M -$579K -2,823 -0.9%
BFA
813
Bragg Financial Advisors
North Carolina
$61.6M +$5.95K +29 +0%
AL
814
Aspiriant LLC
California
$61.6M -$9.06M -44,178 -13%
AIM
815
Allen Investment Management
New York
$61.5M -$1.45M -7,073 -2%
OBAM
816
ODDO BHF Asset Management
France
$61.5M +$7.98M +38,874 +15%
AIS
817
AM Investment Strategies
Tennessee
$61.3M -$7.14M -34,811 -10%
ACM
818
Aljian Capital Management
Nevada
$61.3M -$1.96M -9,560 -3%
BIAS
819
Beacon Investment Advisory Services
New Jersey
$61.3M -$3.18M -15,517 -5%
BRA
820
Bender Robert & Associates
California
$61.3M -$1.51M -7,351 -2%
BFO
821
Boston Family Office
Massachusetts
$61.1M +$43.1K +210 +0.1%
MA
822
Montag & Associates
Georgia
$61M -$2.75M -13,392 -4%
AG
823
AlTi Global
New York
$61M +$1.84M +8,830 +3%
MIM
824
Morningstar Investment Management
Illinois
$60.8M +$13.2M +64,177 +28%
BFG
825
Bouchey Financial Group
New York
$60.8M +$1.19M +5,807 +2%
31 32
33
34 35