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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, 2,160 increasing their positions, 2,820 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
2,160
Reduced
2,820
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 %
WP
926
Waycross Partners
Kentucky
$50.6M +$548K +2,669 +1%
TW
927
Trajan Wealth
Arizona
$50.5M +$6.34M +30,902 +14%
FA
928
Fiduciary Alliance
South Carolina
$50.5M +$2.52M +12,262 +5%
IAN
929
Integrated Advisors Network
Texas
$50.5M +$76.1K +371 +0.2%
SCA
930
Stillwater Capital Advisors
Pennsylvania
$50.4M -$109K -532 -0.2%
PS
931
Principal Securities
Iowa
$50.4M +$5.03M +24,503 +11%
LNB
932
Ledyard National Bank
$50.3M -$1.24M -6,061 -2%
JMFC
933
J.M. Forbes & Co
Massachusetts
$50.3M -$1.33M -6,488 -3%
BHWM
934
Bar Harbor Wealth Management
New Hampshire
$50.2M -$1.35M -6,593 -3%
AF
935
Apexium Financial
Texas
$50.2M -$433K -2,110 -0.9%
AC
936
Avenir Corporation
Virginia
$49.6M -$1.53M -7,466 -3%
PAG
937
Private Advisory Group
Washington
$49.5M +$1.48M +7,229 +3%
LRPA
938
L. Roy Papp & Associates
Arizona
$49.4M -$339K -1,651 -0.7%
NSIM
939
North Star Investment Management
Illinois
$49.3M -$1.77M -8,608 -3%
SW
940
SlateStone Wealth
Florida
$49.1M -$434K -2,115 -0.9%
MVIP
941
Mar Vista Investment Partners
California
$49M -$5.14M -25,068 -9%
CUAMC
942
China Universal Asset Management Company
China
$48.9M -$17.4M -85,050 -26%
CPCM
943
Cardinal Point Capital Management
Ontario, Canada
$48.7M +$41.3M +201,460 +560%
SAM
944
SP Asset Management
California
$48.7M +$10.5M +50,983 +27%
GWM
945
Geneos Wealth Management
Colorado
$48.6M -$47.8M -232,783 -50%
KF
946
Krilogy Financial
Missouri
$48.3M +$2.86M +13,954 +6%
AIM
947
Artemis Investment Management
United Kingdom
$48.3M +$1.56M +7,584 +3%
PCM
948
Palisade Capital Management
New Jersey
$48.3M -$386K -1,882 -0.8%
MC
949
Middleton & Co
Massachusetts
$48.3M -$3.37M -16,433 -7%
CM
950
Churchill Management
California
$48.1M +$1.83M +8,898 +4%
36 37
38
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