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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 %
CCG
1076
Cypress Capital Group
Florida
$44.5M -$2.02M -9,085 -4%
SA
1077
Strategic Advisors
New York
$44.5M -$2.18M -9,805 -5%
ZF
1078
Zhang Financial
Michigan
$44.4M +$825K +3,715 +2%
SWP
1079
Sagespring Wealth Partners
Tennessee
$44.2M +$7.94M +35,729 +22%
ST
1080
Sabal Trust
Florida
$44.1M +$1.98M +8,930 +5%
CAL
1081
Capital Analysts LLC
Pennsylvania
$43.8M -$1.41M -6,334 -3%
SGK
1082
Steigerwald Gordon & Koch
Virginia
$43.8M -$883K -3,975 -2%
YL
1083
YCG LLC
Texas
$43.6M -$184K -828 -0.4%
VWM
1084
Valley Wealth Managers
New Jersey
$43.6M -$1.7M -7,670 -4%
VA
1085
Valmark Advisers
Ohio
$43.4M -$626K -2,817 -1%
CRB
1086
Chad R. Baker
$43.4M -$3.35M -15,090 -7%
CFP
1087
Cascade Financial Partners
California
$43.3M +$1.51M +6,801 +4%
OC
1088
Oakmont Corp
California
$43.2M -$246K -1,107 -0.6%
RA
1089
RFG Advisory
Alabama
$43.1M +$5.25M +23,622 +14%
ECM
1090
Estabrook Capital Management
New York
$43.1M -$2.36M -10,610 -5%
SW
1091
Solidarity Wealth
Utah
$43.1M +$7.33M +32,997 +21%
RP
1092
Rice Partnership
Hawaii
$43M +$125K +563 +0.3%
BIP
1093
Blue Investment Partners
California
$43M -$97.1K -437 -0.2%
COLIM
1094
City of London Investment Management
United Kingdom
$42.8M -$1.21M -5,456 -3%
DFG
1095
Demars Financial Group
Washington
$42.8M -$3.86M -858,094 -8%
OWA
1096
Octavia Wealth Advisors
Ohio
$42.8M -$106K -477 -0.2%
PA
1097
PFG Advisors
Arizona
$42.7M +$4.82M +21,717 +13%
WHG
1098
Westwood Holdings Group
Texas
$42.7M -$95.3M -429,219 -69%
CCWM
1099
Cassaday & Co Wealth Management
Virginia
$42.7M +$554K +2,492 +1%
IPW
1100
Invictus Private Wealth
Colorado
$42.6M -$79.1K -356 -0.2%
42 43
44
45 46