AAPL icon

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 %
HA
1551
Huntleigh Advisors
Missouri
$22.5M -$218K -1,063 -1%
NFG
1552
Nadler Financial Group
Illinois
$22.5M -$10.9M -53,085 -33%
PCS
1553
Personal CFO Solutions
New Jersey
$22.5M +$43.7K +213 +0.2%
LWM
1554
Liberty Wealth Management
California
$22.4M -$1.01M -4,904 -4%
LWMM
1555
Legacy Wealth Management (Mississippi)
Mississippi
$22.4M -$26.8M -130,834 -54%
SC
1556
Sierra Capital
Florida
$22.4M -$298K -1,451 -1%
QPW
1557
Quantum Private Wealth
Florida
$22.3M -$1.06M -5,161 -5%
PSFG
1558
Prairie Sky Financial Group
Illinois
$22.3M -$618K -3,014 -3%
PT
1559
Plimoth Trust
Massachusetts
$22.3M +$237K +1,157 +1%
WCA
1560
Westover Capital Advisors
Delaware
$22.3M -$106K -517 -0.5%
NG
1561
Norden Group
Utah
$22.2M -$751K -3,661 -3%
S
1562
SimplyRich
California
$22.2M -$37.8K -184 -0.2%
AWM
1563
Accurate Wealth Management
Florida
$22.2M +$835K +3,934 +4%
WC
1564
Weil Company
California
$22.2M -$449K -2,189 -2%
BFW
1565
Brady Family Wealth
Missouri
$22.2M -$344K -1,676 -2%
SC
1566
Slow Capital
California
$22.2M +$332K +1,619 +2%
AF
1567
Advisornet Financial
Minnesota
$22.1M -$160K -778 -0.7%
TPWA
1568
TRUE Private Wealth Advisors
Oregon
$22.1M -$933K -4,549 -4%
WIM
1569
Wittenberg Investment Management
Massachusetts
$22.1M -$92.3K -450 -0.4%
HCM
1570
Harvey Capital Management
Florida
$22.1M +$683K +3,285 +3%
7CM
1571
7G Capital Management
New York
$22.1M -$8.72M -42,500 -28%
TNBTD
1572
Trustmark National Bank Trust Department
Mississippi
$22M -$476K -2,318 -2%
AM
1573
Atwater Malick
Pennsylvania
$22M -$65K -317 -0.3%
JCM
1574
Jacobi Capital Management
Pennsylvania
$22M +$1.31M +6,367 +6%
GWANC
1575
Guardian Wealth Advisors (North Carolina)
North Carolina
$22M +$2.02M +9,853 +10%
61 62
63
64 65