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
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1476
Diversify Wealth Management
Utah
$24.3M +$961K +4,186 +4%
B
1477
Bellecapital
Switzerland
$24.2M +$181K +881 +0.8%
PAM
1478
Peak Asset Management
Colorado
$24.2M +$176K +856 +0.7%
IC
1479
Inscription Capital
Texas
$24.2M -$4.76M -23,214 -16%
OCAM
1480
Onex Canada Asset Management
Ontario, Canada
$24.2M +$208K +1,012 +0.9%
SFM
1481
Signet Financial Management
New Jersey
$24.1M +$59.9K +292 +0.2%
MA
1482
MONECO Advisors
Connecticut
$24.1M +$649K +3,165 +3%
CWM
1483
Concentrum Wealth Management
California
$24M -$777K -3,788 -3%
GJWM
1484
Gilliland Jeter Wealth Management
Arkansas
$24M -$754K -3,677 -3%
ACM
1485
AlphaStar Capital Management
North Carolina
$24M +$24M +117,011 New
JPWM
1486
Jamison Private Wealth Management
Georgia
$24M -$3.76M -18,346 -14%
WWM
1487
Westwood Wealth Management
California
$24M -$1.51M -7,360 -6%
BWP
1488
Burling Wealth Partners
Illinois
$23.9M +$301K +1,469 +1%
CAM
1489
Claret Asset Management
Quebec, Canada
$23.9M -$559K -2,724 -2%
MIG
1490
McGuire Investment Group
Rhode Island
$23.9M +$350K +1,707 +1%
JJBC
1491
James J. Burns & Company
New York
$23.8M -$62.2K -303 -0.3%
FWTB
1492
First Western Trust Bank
Colorado
$23.7M +$736K +3,587 +3%
JRP
1493
Jasper Ridge Partners
California
$23.7M
TCBWMS
1494
Texas Capital Bank Wealth Management Services
Texas
$23.7M -$360K -1,756 -1%
AC
1495
Arjuna Capital
North Carolina
$23.7M -$986K -4,808 -4%
WRPWM
1496
Werba Rubin Papier Wealth Management
California
$23.6M +$4.92M +23,968 +26%
BCB
1497
Brian C. Broderick
$23.6M -$641K -3,124 -3%
JWA
1498
JFS Wealth Advisors
Pennsylvania
$23.6M -$1.35M -6,598 -5%
CFSG
1499
Community Financial Services Group
Vermont
$23.6M -$286K -1,394 -1%
RZH
1500
Relyea Zuckerberg Hanson
Connecticut
$23.5M +$6.08M +29,630 +35%