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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 %
JWM
1051
Jackson Wealth Management
Florida
$41M -$321K -1,564 -0.8%
RCAG
1052
Rehmann Capital Advisory Group
Michigan
$41M -$540K -2,634 -1%
Edgewood Management
1053
Edgewood Management
Connecticut
$41M -$1.06M -5,175 -3%
CCG
1054
Cypress Capital Group
Florida
$40.8M -$256K -1,247 -0.6%
TF
1055
Tompkins Financial
New York
$40.8M -$1.49M -7,259 -4%
SWA
1056
Stratos Wealth Advisors
Ohio
$40.8M -$8.86M -43,172 -18%
SRC
1057
Shufro Rose & Co
New York
$40.7M -$1.28M -5,777 -3%
WP
1058
WealthPLAN Partners
Nebraska
$40.7M -$3.15M -15,336 -7%
BA
1059
Bristlecone Advisors
Washington
$40.7M -$1.1M -5,348 -3%
GL
1060
Graypoint LLC
New York
$40.6M -$2.15M -10,480 -5%
TA
1061
TruWealth Advisors
Louisiana
$40.5M +$1.67M +8,144 +4%
SA
1062
Strategic Advisors
New York
$40.4M -$650K -3,168 -2%
CAL
1063
Capital Analysts LLC
Pennsylvania
$40.4M -$70.8K -345 -0.2%
SGK
1064
Steigerwald Gordon & Koch
Virginia
$40.3M -$194K -947 -0.5%
SAI
1065
Savvy Advisors Inc
New York
$40.2M +$11.2M +54,426 +39%
Financial Engines Advisors
1066
Financial Engines Advisors
California
$40.1M +$5.76M +28,061 +17%
ANBT
1067
American National Bank & Trust
Texas
$40.1M +$932K +4,543 +2%
CRB
1068
Chad R. Baker
$40.1M – – –
SAG
1069
SageView Advisory Group
California
$40M -$287K -1,341 -0.7%
SW
1070
Solidarity Wealth
Utah
$39.8M -$34.5K -168 -0.1%
OC
1071
Oakmont Corp
California
$39.7M -$150K -731 -0.4%
RP
1072
Rice Partnership
Hawaii
$39.7M -$57.9K -282 -0.1%
BIP
1073
Blue Investment Partners
California
$39.7M -$39.4K -192 -0.1%
SDH
1074
Sloy Dahl & Holst
Washington
$39.6M -$5.86M -28,552 -13%
AA
1075
Auxano Advisors
Washington
$39.6M +$10M +48,754 +34%
41 42
43
44 45