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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 %
CCA
1101
Checchi Capital Advisers
California
$42.5M +$1.15M +5,179 +3%
ANBT
1102
American National Bank & Trust
Texas
$42.4M -$706K -3,179 -2%
CI
1103
CX Institutional
Indiana
$42.2M +$2.89M +13,013 +7%
NGA
1104
Naples Global Advisors
Florida
$42.2M +$194K +875 +0.5%
CIM
1105
Corda Investment Management
Texas
$42.1M -$934K -4,206 -2%
MAM
1106
Madison Asset Management
Wisconsin
$42.1M -$1.01M -4,553 -2%
TA
1107
TruWealth Advisors
Louisiana
$42M +$1.14M +5,120 +3%
SRC
1108
Shufro Rose & Co
New York
$42M -$418K -1,881 -1%
IUHSA
1109
Itau Unibanco Holding S.A.
Brazil
$42M +$20.6M +92,671 +96%
AAM
1110
Azzad Asset Management
Virginia
$41.9M -$130K -586 -0.3%
LA
1111
Legacy Advisors
Pennsylvania
$41.9M +$3.56M +16,014 +9%
SAG
1112
SageView Advisory Group
California
$41.8M +$870K +3,915 +2%
RG
1113
Renaissance Group
Kentucky
$41.8M -$1.27M -5,707 -3%
LPT
1114
Legacy Private Trust
Wisconsin
$41.7M -$1.03M -4,653 -2%
KA
1115
Kintegral Advisory
New York
$41.6M -$140K -629 -0.3%
DLA
1116
Douglas Lane & Associates
New York
$41.6M +$667K +3,004 +2%
CANC
1117
Culbertson A N & Co
Virginia
$41.5M -$931K -4,191 -2%
WWA
1118
WCG Wealth Advisors
Nevada
$41.5M -$721K -3,246 -2%
DQRIM
1119
Dale Q Rice Investment Management
Washington
$41.4M -$7.49M -33,724 -15%
GAB
1120
German American Bancorp
Indiana
$41.4M +$444 +2 +0%
SAM
1121
SP Asset Management
California
$41.4M -$492K -2,215 -1%
LWM
1122
Lyell Wealth Management
California
$41.4M +$175K +787 +0.4%
EWM
1123
Edge Wealth Management
New York
$41.3M +$17.8K +80 +0%
AAS
1124
Ameritas Advisory Services
Nebraska
$41.3M -$54.8M -228,832 -57%
JPMIA
1125
J.P. Marvel Investment Advisors
Massachusetts
$41.3M +$988K +4,449 +2%
43 44
45
46 47