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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 %
GIM
1101
Generate Investment Management
New Zealand
$37.9M +$512K +2,497 +1%
EWM
1102
Edge Wealth Management
New York
$37.8M -$424K -2,065 -1%
TYCC
1103
Texas Yale Capital Corp
Florida
$37.8M +$11.1K +54 +0%
DSAM
1104
Dock Street Asset Management
Florida
$37.7M -$8.48M -41,334 -18%
SG
1105
StoneX Group
New York
$37.7M +$78.6K +383 +0.2%
CA
1106
Cache Advisors
California
$37.7M +$5.18M +25,247 +16%
AG
1107
Ascent Group
Virginia
$37.7M -$6.08M -29,653 -14%
LWM
1108
Lyell Wealth Management
California
$37.7M -$551K -2,688 -1%
PDM
1109
Penn Davis McFarland
Texas
$37.6M -$293K -1,429 -0.8%
OWA
1110
Octavia Wealth Advisors
Ohio
$37.6M -$1.97M -9,614 -5%
CANC
1111
Culbertson A N & Co
Virginia
$37.4M -$943K -4,597 -2%
PFBT
1112
Parkside Financial Bank & Trust
Missouri
$37.3M +$1.76M +8,562 +5%
LPT
1113
Legacy Private Trust
Wisconsin
$37.3M -$1.25M -6,101 -3%
IA
1114
Integrity Alliance
Iowa
$37.2M -$28.9M -140,771 -44%
SAM
1115
Sawgrass Asset Management
Florida
$37.2M -$4.88M -23,806 -12%
KIM
1116
Kestra Investment Management
Texas
$37.2M +$14.3M +66,254 +62%
CA
1117
CSM Advisors
Pennsylvania
$37.1M +$1.5M +7,325 +4%
FMWA
1118
Forvis Mazars Wealth Advisors
Missouri
$37.1M +$2.1M +10,259 +6%
WIC
1119
Woodmont Investment Counsel
Tennessee
$37.1M +$635K +3,097 +2%
SVWG
1120
Shared Vision Wealth Group
United States
$36.9M +$115K +554 +0.3%
DCA
1121
DSG Capital Advisors
Minnesota
$36.8M +$153K +744 +0.4%
SC
1122
Syon Capital
California
$36.8M +$971K +4,731 +3%
BHCM
1123
Brevan Howard Capital Management
Jersey
$36.7M -$38.3M -186,585 -51%
CT
1124
Coastline Trust
Rhode Island
$36.7M -$189K -923 -0.5%
FA
1125
Fagan Associates
New York
$36.6M -$1.07M -5,239 -3%
43 44
45
46 47