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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 %
GGS
1576
Galvin Gaustad & Stein
Arizona
$21.9M -$194K -946 -0.9%
BHPW
1577
Beverly Hills Private Wealth
California
$21.9M -$1.43M -6,946 -6%
FWM
1578
Focused Wealth Management
New York
$21.9M +$146K +713 +0.7%
CA
1579
Crewe Advisors
Utah
$21.8M +$21.8M +106,363 New
BIG
1580
Brookwood Investment Group
Arizona
$21.8M -$785K -3,825 -3%
RWP
1581
Ridgecrest Wealth Partners
California
$21.8M -$170K -831 -0.8%
WA
1582
Wilmar Advisors
Florida
$21.7M -$821K -4,000 -4%
PWAM
1583
Private Wealth Asset Management
Iowa
$21.7M -$284K -1,384 -1%
FM
1584
Family Management
New York
$21.7M -$229K -1,117 -1%
ALC
1585
Alexander Labrunerie & Co
Missouri
$21.7M -$293K -1,426 -1%
SWM
1586
Stockman Wealth Management
Montana
$21.6M +$834K +4,067 +4%
PWMG
1587
Prestige Wealth Management Group
New Jersey
$21.6M -$548K -2,669 -2%
CPIA
1588
Cornell Pochily Investment Advisors
New York
$21.6M +$292K +1,425 +1%
CHC
1589
City Holding Co
West Virginia
$21.6M -$3.02M -14,698 -12%
1WA
1590
180 Wealth Advisors
Washington
$21.6M +$284K +1,384 +1%
FC
1591
Fulcrum Capital
Washington
$21.6M -$9.08M -44,273 -30%
MAWA
1592
Moss Adams Wealth Advisors
Washington
$21.6M +$3.66M +17,857 +20%
PCA
1593
Peddock Capital Advisors
Massachusetts
$21.6M -$147K -717 -0.7%
IIM
1594
Intact Investment Management
Quebec, Canada
$21.6M -$1.5M -7,300 -6%
MA
1595
MSA Advisors
California
$21.5M -$554K -2,700 -3%
ERWM
1596
Elk River Wealth Management
Colorado
$21.5M -$93.1K -454 -0.4%
SFG
1597
Sowa Financial Group
Rhode Island
$21.5M -$1.28M -6,233 -6%
NW
1598
Naviter Wealth
Arkansas
$21.5M -$2.95M -14,380 -12%
EP
1599
Edgestream Partners
New Jersey
$21.4M +$9.44M +46,004 +79%
CIM
1600
CIM Investment Management
Pennsylvania
$21.4M +$11.1M +48,411 +107%
62 63
64
65 66