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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 %
TA
1201
TRB Advisors
New York
$32.4M -$31.2M -152,000 -49%
LFM
1202
LGT Fund Management
Liechtenstein
$32.4M +$83.7K +408 +0.3%
KJWM
1203
Kiley Juergens Wealth Management
Washington
$32.4M +$980K +4,776 +3%
DA
1204
Denali Advisors
California
$32.4M -$391K -1,905 -1%
SAM
1205
Smithbridge Asset Management
Pennsylvania
$32.3M -$999K -4,868 -3%
PPW
1206
Parcion Private Wealth
Washington
$32.3M +$308K +1,502 +1%
BWM
1207
Buckley Wealth Management
Nevada
$32.3M -$295K -1,440 -0.9%
DP
1208
DDD Partners
Washington
$32.3M +$311K +1,518 +1%
OC
1209
Oakworth Capital
Alabama
$32.3M -$1.4M -6,804 -4%
MCCA
1210
Mill Creek Capital Advisors
Pennsylvania
$32.2M -$1.78M -8,677 -5%
AWE
1211
Avidian Wealth Enterprises
Texas
$32.2M -$3.88M -18,907 -11%
CCM
1212
Campbell Capital Management
Florida
$32.1M -$943K -4,594 -3%
ABTD
1213
Arvest Bank Trust Division
Oklahoma
$32.1M -$101K -491 -0.3%
PJSIMP
1214
P.J. Schmidt Investment Management (PJS)
Wisconsin
$32.1M +$599K +2,921 +2%
SCA
1215
STALEY CAPITAL ADVISERS
Pennsylvania
$32M -$742K -3,617 -2%
MNBTD
1216
Moody National Bank Trust Division
Texas
$32M +$243K +1,182 +0.8%
WAG
1217
Winthrop Advisory Group
Massachusetts
$32M +$1.06M +5,164 +3%
CCP
1218
Clarkston Capital Partners
Michigan
$31.9M -$130K -632 -0.4%
JAG
1219
Journey Advisory Group
Kentucky
$31.9M -$825K -4,023 -3%
KCPG
1220
Kavar Capital Partners Group
Kansas
$31.8M -$160K -778 -0.5%
HR
1221
Howe & Rusling
New York
$31.8M +$27.1K +132 +0.1%
BWA
1222
Bordeaux Wealth Advisors
California
$31.8M -$1.67M -8,152 -5%
JC
1223
JB Capital
Connecticut
$31.7M +$431K +2,099 +1%
PCM
1224
Penserra Capital Management
California
$31.7M +$25.4M +123,992 +405%
ACA
1225
Affinity Capital Advisors
California
$31.7M -$2.2M -10,707 -6%
47 48
49
50 51