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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
73.23%
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 %
ACG
1626
Allen Capital Group
Nebraska
$20.8M -$155K -755 -0.7%
1IA
1627
1834 Investment Advisors
Wisconsin
$20.8M -$393K -1,917 -2%
RCW
1628
Rheos Capital Works
Japan
$20.8M +$2.87M +14,000 +16%
NL
1629
Navalign LLC
California
$20.8M -$121K -590 -0.6%
CFP
1630
Catalyst Financial Partners
Massachusetts
$20.8M +$341K +1,663 +2%
AA
1631
Armis Advisers
Georgia
$20.8M -$1.62M -7,770 -7%
FPGK
1632
Financial Partners Group (Kansas)
Kansas
$20.7M -$478K -2,330 -2%
AIMA
1633
Ables Iannone Moore & Associates
Georgia
$20.7M -$45.5K -222 -0.2%
TPA
1634
Trivium Point Advisory
Connecticut
$20.7M -$32K -156 -0.2%
TM
1635
TigerOak Management
New Mexico
$20.6M +$197K +960 +1%
HPIA
1636
Hamilton Point Investment Advisors
North Carolina
$20.6M -$824K -4,017 -4%
SSG
1637
Summit Securities Group
New York
$20.5M +$2.89M +14,100 +16%
SOS
1638
Silver Oak Securities
Tennessee
$20.4M +$198K +965 +1%
WRBC
1639
W.R. Berkley Corp
Connecticut
$20.4M +$20.4M +99,400 New
TAM
1640
Talos Asset Management
New York
$20.4M +$20.4M +99,400 New
M
1641
MOTCO
Texas
$20.4M -$463K -2,230 -2%
PFG
1642
Putney Financial Group
California
$20.4M -$1.41M -6,852 -6%
KFI
1643
Key Financial Inc
Pennsylvania
$20.3M +$329K +1,604 +2%
ZIG
1644
Zuckerman Investment Group
Illinois
$20.3M +$700K +3,411 +4%
NCM
1645
Nelson Capital Management
California
$20.3M -$128K -626 -0.6%
CA
1646
Claro Advisors
Massachusetts
$20.3M -$5.5M -26,828 -21%
ADL
1647
Asset Dedication LLC
California
$20.3M -$200K -976 -1%
CWM
1648
CMH Wealth Management
New Hampshire
$20.2M -$1.96M -9,574 -9%
JWM
1649
Jeppson Wealth Management
California
$20.1M -$133K -650 -0.7%
IA
1650
Intellus Advisors
Florida
$20.1M +$677K +3,298 +3%
64 65
66
67 68