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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 %
SAM
1301
Smartleaf Asset Management
Massachusetts
$29.1M -$4.41M -21,922 -13%
MCWS
1302
McKinley Carter Wealth Services
West Virginia
$28.9M +$248K +1,211 +0.9%
VF
1303
Virtu Financial
New York
$28.9M +$14.4M +70,264 +99%
RWM
1304
Rockline Wealth Management
New York
$28.9M -$498K -2,425 -2%
PPWP
1305
Premier Path Wealth Partners
New Jersey
$28.8M -$167K -815 -0.6%
AWM
1306
Angeles Wealth Management
California
$28.7M +$1.37M +6,690 +5%
CA
1307
Continuum Advisory
Idaho
$28.7M +$1.52M +7,428 +6%
SFP
1308
Sandbox Financial Partners
Maryland
$28.6M -$2.32M -11,306 -7%
MA
1309
MJP Associates
Connecticut
$28.6M +$1.11M +5,413 +4%
FNBTCON
1310
First National Bank & Trust Co of Newtown
Pennsylvania
$28.6M -$404K -1,971 -1%
PTP
1311
Platform Technology Partners
New York
$28.6M -$297K -1,447 -1%
SWK
1312
Stephen W. Kidder
$28.5M +$154K +751 +0.5%
CCB
1313
Country Club Bank
Missouri
$28.5M -$343K -1,705 -1%
SDWIA
1314
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$28.5M -$154K -751 -0.5%
MFG
1315
Magnus Financial Group
New York
$28.5M -$87.4K -426 -0.3%
MCM
1316
Mengis Capital Management
Oregon
$28.4M -$3.8M -18,529 -12%
CCM
1317
Condor Capital Management
New Jersey
$28.4M -$138K -671 -0.5%
MTIC
1318
Missouri Trust & Investment Company
Missouri
$28.4M +$730K +3,560 +3%
DBG
1319
De Burlo Group
Massachusetts
$28.4M -$773K -3,766 -3%
AAM
1320
Augustine Asset Management
Florida
$28.4M -$44.7K -218 -0.2%
SCM
1321
Schnieders Capital Management
California
$28.4M -$2.51M -12,230 -8%
SWP
1322
Semus Wealth Partners
Florida
$28.3M +$88.2K +430 +0.3%
AMBIA
1323
Allen Mooney & Barnes Investment Advisors
Georgia
$28.3M +$348K +1,697 +1%
APP
1324
Avantax Planning Partners
Iowa
$28.3M +$479K +2,336 +2%
SFG
1325
SevenBridge Financial Group
Pennsylvania
$28.2M -$122K -531 -0.4%
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