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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 %
GWSG
1451
GPS Wealth Strategies Group
Colorado
$27.6M -$1.49M -6,712 -5%
MSFS
1452
Main Street Financial Solutions
Pennsylvania
$27.6M -$739K -3,325 -3%
WWM
1453
Westwood Wealth Management
California
$27.6M -$2.43M -10,925 -8%
PA
1454
Perennial Advisors
New York
$27.5M -$400K -1,801 -1%
VV
1455
Verity & Verity
South Carolina
$27.5M -$357K -1,605 -1%
RIA
1456
Regal Investment Advisors
Michigan
$27.5M -$1.02M -4,590 -4%
HIC
1457
Holderness Investments Company
North Carolina
$27.5M -$72.9K -328 -0.3%
TWM
1458
Tradition Wealth Management
Minnesota
$27.5M +$495K +2,230 +2%
PCH
1459
PGIM Custom Harvest
New Jersey
$27.4M +$4.5M +20,236 +20%
CNBTD
1460
Citizens National Bank Trust Department
Mississippi
$27.4M +$28.7K +129 +0.1%
IB
1461
Intrust Bank
Kansas
$27.4M -$485K -2,182 -2%
EFG
1462
Everhart Financial Group
Ohio
$27.3M +$3.17M +14,259 +13%
LA
1463
LVW Advisors
New York
$27.3M -$7.11K -32 -0%
SH
1464
Svenska Handelsbanken
Sweden
$27.3M +$27.3M +122,714 New
GKIM
1465
GW&K Investment Management
Massachusetts
$27.2M +$68.4K +308 +0.3%
DP
1466
Dundas Partners
United Kingdom
$27.1M – – –
DAM
1467
Diamant Asset Management
Connecticut
$27.1M -$4.27M -19,221 -14%
PWW
1468
Pettyjohn Wood & White
Virginia
$27.1M -$911K -4,101 -3%
JWA
1469
JFS Wealth Advisors
Pennsylvania
$27.1M -$3.42M -15,393 -11%
BWP
1470
Barlow Wealth Partners
Kentucky
$27M +$2.03M +9,722 +8%
CFD
1471
Creative Financial Designs
Indiana
$26.9M +$132K +593 +0.5%
HCM
1472
Hutchinson Capital Management
California
$26.9M -$277K -1,247 -1%
CWM
1473
Concentrum Wealth Management
California
$26.9M -$827K -3,725 -3%
GJWM
1474
Gilliland Jeter Wealth Management
Arkansas
$26.8M -$994K -4,475 -4%
PL
1475
Plancorp LLC
Missouri
$26.8M +$1.21M +5,436 +5%
57 58
59
60 61