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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 %
ECM
1001
ExodusPoint Capital Management
New York
$50.2M -$36.3M -163,231 -42%
CM
1002
Churchill Management
California
$50.2M +$630K +2,836 +1%
BIA
1003
Biondo Investment Advisors
Pennsylvania
$50.1M -$1.43M -6,437 -3%
DSAM
1004
Dock Street Asset Management
Florida
$50M -$5.74M -25,851 -10%
SWA
1005
SOA Wealth Advisors
New York
$50M +$5.67M +30,564 +13%
CFO
1006
Callan Family Office
Pennsylvania
$49.6M -$18.3M -82,354 -27%
MBTD
1007
Mechanics Bank - Trust Department
California
$49.5M -$953K -4,291 -2%
DAS
1008
Diversify Advisory Services
Utah
$49.5M -$5.18M -24,517 -9%
FCP
1009
Fidelis Capital Partners
Florida
$49.4M -$2.73M -13,030 -5%
SDH
1010
Sloy Dahl & Holst
Washington
$49.3M -$7.03M -31,661 -12%
KF
1011
Krilogy Financial
Missouri
$49.2M -$620K -2,789 -1%
MWM
1012
Mindset Wealth Management
Indiana
$49.1M -$5.5M -24,739 -10%
PFS
1013
Physicians Financial Services
North Carolina
$49M +$93.7K +422 +0.2%
LG
1014
LaFleur & Godfrey
Michigan
$48.8M -$263K -1,186 -0.5%
CWG
1015
Cornerstone Wealth Group
North Carolina
$48.8M -$4.63M -20,862 -9%
JWM
1016
JGP Wealth Management
Oregon
$48.7M -$486K -2,186 -1%
KWA
1017
Kingswood Wealth Advisors
California
$48.5M -$14.6M -65,804 -23%
GAG
1018
GM Advisory Group
New York
$48.5M +$1.54M +6,928 +3%
MGI
1019
MayTech Global Investments
New York
$48.4M +$3.26M +14,671 +7%
BWFA
1020
Baltimore-Washington Financial Advisors
Maryland
$48.4M +$499K +2,248 +1%
PAM
1021
Palisade Asset Management
Minnesota
$48.4M -$3.19M -14,341 -6%
WB
1022
Webster Bank
Connecticut
$48.4M -$599K -2,698 -1%
VWA
1023
Visionary Wealth Advisors
Illinois
$48.3M +$161K +726 +0.3%
SCM
1024
SCS Capital Management
Massachusetts
$48.3M -$12.7M -57,127 -21%
BCP
1025
Blue Chip Partners
Michigan
$48.3M +$785K +3,535 +2%
39 40
41
42 43