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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 %
CA
1651
Cornerstone Advisory
Maryland
$22.7M -$147K -739 -0.6%
NL
1652
Navalign LLC
California
$22.7M -$218K -982 -1%
TCM
1653
Tufton Capital Management
Maryland
$22.7M -$219K -986 -1%
AC
1654
Apella Capital
Connecticut
$22.6M +$7.03M +35,328 +45%
WGC
1655
Watts Gwilliam & Co
Arizona
$22.6M +$115K +516 +0.5%
CPA
1656
Capital Performance Advisors
California
$22.6M +$7.4M +33,308 +49%
GSEP
1657
Golden State Equity Partners
California
$22.6M -$3.42M -15,394 -13%
SWM
1658
Stockman Wealth Management
Montana
$22.5M +$20.4K +92 +0.1%
IG
1659
Ithaka Group
Virginia
$22.5M -$261K -1,175 -1%
BWP
1660
BSW Wealth Partners
Colorado
$22.4M -$2.03M -9,148 -8%
RFP
1661
Root Financial Partners
California
$22.4M +$5.77M +25,978 +35%
AIMA
1662
Ables Iannone Moore & Associates
Georgia
$22.4M -$114K -515 -0.5%
GAA
1663
Global Assets Advisory
Florida
$22.4M +$11.9M +60,128 +113%
TPA
1664
Trivium Point Advisory
Connecticut
$22.4M +$1.15M +5,181 +5%
JCM
1665
Jacobi Capital Management
Pennsylvania
$22.4M +$287K +1,292 +1%
QWM
1666
Quadcap Wealth Management
Texas
$22.3M +$664K +2,987 +3%
M
1667
MOTCO
Texas
$22.3M +$273K +1,229 +1%
FTC
1668
Farmers Trust Company
Ohio
$22.2M -$3.07M -13,813 -12%
PWS
1669
Peterson Wealth Services
Utah
$22.2M +$421K +1,896 +2%
CSA
1670
Cottage Street Advisors
Massachusetts
$22.2M +$12.1M +60,233 +120%
CFP
1671
Catalyst Financial Partners
Massachusetts
$22.1M +$159K +715 +0.7%
CP
1672
CenterBook Partners
Connecticut
$22.1M -$186K -838 -0.8%
ADL
1673
Asset Dedication LLC
California
$22.1M +$1.97M +8,876 +10%
HA
1674
Herold Advisors
New York
$22.1M +$905K +4,076 +4%
CIC
1675
Chilton Investment Company
Connecticut
$22.1M -$33.9M -152,679 -61%
65 66
67
68 69