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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 %
CWP
1026
Cyndeo Wealth Partners
Florida
$42.7M +$1.57M +7,649 +4%
SBWIC
1027
Schaper Benz & Wise Investment Counsel
Wisconsin
$42.7M -$1.16M -5,660 -3%
WB
1028
Webster Bank
Connecticut
$42.6M -$2.12M -10,316 -5%
VCA
1029
Verdence Capital Advisors
Maryland
$42.5M -$1.04M -5,084 -2%
NP
1030
Nilsine Partners
Colorado
$42.4M -$1.96M -9,574 -4%
VA
1031
VestGen Advisors
Illinois
$42.3M -$242K -1,181 -0.6%
PA
1032
PFG Advisors
Arizona
$42.3M +$2.8M +13,664 +7%
YL
1033
YCG LLC
Texas
$42.2M +$1.92M +9,372 +5%
NRG
1034
Nemes Rush Group
Michigan
$42.1M +$150K +730 +0.4%
GWM
1035
Greenwich Wealth Management
Connecticut
$42M -$32K -156 -0.1%
CCWM
1036
Cassaday & Co Wealth Management
Virginia
$41.9M +$2.5M +12,165 +6%
WA
1037
WestEnd Advisors
North Carolina
$41.9M +$4.5M +21,937 +12%
CPRC
1038
Consolidated Portfolio Review Corp
New York
$41.9M +$375K +1,827 +0.9%
CM
1039
Cercano Management
Washington
$41.7M -$14.9M -72,592 -26%
CFP
1040
Cascade Financial Partners
California
$41.7M +$1.73M +8,453 +4%
CFS
1041
CRA Financial Services
New Jersey
$41.7M +$84.7K +413 +0.2%
BFC
1042
Blue Fin Capital
Rhode Island
$41.6M +$41.6M +202,850 New
MBTD
1043
Mechanics Bank - Trust Department
California
$41.5M -$4.26M -20,764 -9%
ZF
1044
Zhang Financial
Michigan
$41.5M +$495K +2,415 +1%
RPC
1045
Rossmore Private Capital
Connecticut
$41.5M -$797K -3,883 -2%
VA
1046
Valmark Advisers
Ohio
$41.5M +$1.35M +6,569 +3%
AF
1047
Alerus Financial
North Dakota
$41.4M -$1.32M -6,447 -3%
SWP
1048
Sagespring Wealth Partners
Tennessee
$41.3M +$470K +2,292 +1%
BA
1049
Bridgewater Advisors
New York
$41.1M +$898K +4,250 +2%
RMC
1050
Resources Management Corp
Connecticut
$41M -$451K -2,196 -1%
40 41
42
43 44