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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 %
GIP
1326
Greatmark Investment Partners
Georgia
$31.8M -$7.78K -35 -0%
ZAM
1327
Zevin Asset Management
Massachusetts
$31.8M -$2.95M -13,264 -8%
UBV
1328
United Bank (Virginia)
Virginia
$31.7M -$3.06M -13,779 -9%
RDWM
1329
Red Door Wealth Management
Tennessee
$31.7M +$1.25M +5,606 +4%
EFG
1330
Ethos Financial Group
Pennsylvania
$31.6M +$18.2M +74,123 +136%
DBG
1331
De Burlo Group
Massachusetts
$31.6M -$409K -1,841 -1%
MAA
1332
Matrix Asset Advisors
New York
$31.6M -$145K -651 -0.5%
FCIM
1333
Fairview Capital Investment Management
California
$31.4M -$416K -1,874 -1%
SAI
1334
Savvy Advisors Inc
New York
$31.4M +$6.26M +28,186 +25%
PTC
1335
Private Trust Company
Ohio
$31.4M -$266K -1,198 -0.8%
FNBTCON
1336
First National Bank & Trust Co of Newtown
Pennsylvania
$31.4M -$205K -924 -0.7%
PPWP
1337
Premier Path Wealth Partners
New Jersey
$31.3M -$40.7K -183 -0.1%
FWP
1338
FAS Wealth Partners
Kansas
$31.3M -$456K -2,051 -1%
CCB
1339
Country Club Bank
Missouri
$31.3M -$555K -2,547 -2%
PTP
1340
Platform Technology Partners
New York
$31.2M +$2.52M +11,348 +9%
MCWS
1341
McKinley Carter Wealth Services
West Virginia
$31.1M -$538K -2,421 -2%
FRA
1342
Front Row Advisors
California
$31M -$446K -2,009 -1%
B
1343
Bensler
Washington
$31M +$720K +3,241 +2%
SDWIA
1344
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$31M -$1.29M -5,819 -4%
LCM
1345
Leisure Capital Management
California
$31M -$87.7K -395 -0.3%
TWA
1346
TCI Wealth Advisors
Arizona
$30.9M -$601K -2,705 -2%
CCM
1347
Condor Capital Management
New Jersey
$30.9M -$2.88M -12,974 -9%
MFG
1348
Magnus Financial Group
New York
$30.9M +$2.02M +9,090 +7%
SC
1349
Searle & Co
Connecticut
$30.9M -$64K -288 -0.2%
AAM
1350
Augustine Asset Management
Florida
$30.8M -$325K -1,461 -1%
52 53
54
55 56