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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 %
SIAP
1351
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27.6M +$6.57K +32 +0%
AA
1352
Advisory Alpha
Michigan
$27.5M +$845K +4,118 +3%
KWMG
1353
King Wealth Management Group
Florida
$27.5M -$206K -1,005 -0.7%
LWL
1354
Leo Wealth LLC
Texas
$27.4M +$13.3M +64,681 +94%
SBFM
1355
S-Bank Fund Management
Finland
$27.4M +$27.4M +133,689 New
SRIM
1356
Saratoga Research & Investment Management
California
$27.4M -$21.3M -103,809 -44%
MAM
1357
Mark Asset Management
New York
$27.4M -$4.86M -23,669 -15%
PAMG
1358
Patton Albertson Miller Group
Tennessee
$27.4M +$3.03M +14,791 +12%
TAIM
1359
Te Ahumairangi Investment Management
New Zealand
$27.3M +$6.17M +30,070 +29%
OFG
1360
Oxford Financial Group
Indiana
$27.3M +$401K +1,956 +1%
MMG
1361
Monetary Management Group
Missouri
$27.3M -$403K -1,965 -1%
KFS
1362
Kurt F. Somerville
$27.3M -$554K -2,702 -2%
JFG
1363
Jefferies Financial Group
New York
$27.3M -$109M -532,930 -80%
BLAM
1364
Bourne Lent Asset Management
New York
$27.2M +$50.3K +245 +0.2%
MFG
1365
MidWestOne Financial Group
Iowa
$27.2M -$134K -653 -0.5%
WAM
1366
Wallington Asset Management
Indiana
$27.2M +$103K +501 +0.4%
HFS
1367
Howard Financial Services
Texas
$27.2M -$503K -2,452 -2%
SCM
1368
Steele Capital Management
Iowa
$27.2M -$73.2K -357 -0.3%
DAM
1369
Draper Asset Management
New York
$27.2M -$3.11M -15,472 -10%
SB
1370
Strategic Blueprint
Georgia
$27.1M -$6.48M -31,579 -19%
PL
1371
Parthenon LLC
Kentucky
$27.1M +$128K +625 +0.5%
OA
1372
Oxbow Advisors
Texas
$27M +$3.53M +17,192 +15%
SSA
1373
South Street Advisors
New York
$27M -$729K -3,553 -3%
RWM
1374
RKL Wealth Management
Pennsylvania
$27M -$498K -2,427 -2%
BMC
1375
Benin Management Corp
Connecticut
$27M +$365K +1,779 +1%
53 54
55
56 57