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
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
1651
Haverford Financial Services
Pennsylvania
$20.1M -$41K -200 -0.2%
VBFG
1652
Vishria Bird Financial Group
Tennessee
$20.1M -$1.53M -7,436 -7%
MWA
1653
Monograph Wealth Advisors
California
$20.1M +$447K +2,177 +2%
CWM
1654
Cordatus Wealth Management
Pennsylvania
$20.1M +$1.42M +6,919 +8%
PWS
1655
Peterson Wealth Services
Utah
$20M -$524K -2,555 -3%
MWA
1656
Meridian Wealth Advisors
Texas
$20M +$256K +1,248 +1%
SF
1657
Symphony Financial
Texas
$19.9M +$13.8M +65,043 +224%
FFWA
1658
FRG Family Wealth Advisors
Washington
$19.9M -$171K -834 -0.9%
BWP
1659
BSW Wealth Partners
Colorado
$19.9M -$852K -4,153 -4%
HRC
1660
Hoertkorn Richard Charles
$19.9M -$481K -2,343 -2%
GD
1661
Grandfield & Dodd
New York
$19.8M +$415K +2,022 +2%
AMG
1662
Asset Management Group
Connecticut
$19.7M -$126K -616 -0.6%
TCM
1663
Tufton Capital Management
Maryland
$19.7M -$1.24M -6,053 -6%
DF
1664
DNCA Finance
France
$19.7M -$7.98M -38,896 -29%
BP
1665
Broadleaf Partners
Ohio
$19.7M -$3.78M -18,412 -16%
YWM
1666
Yukon Wealth Management
Kansas
$19.6M +$254K +1,236 +1%
GP
1667
Guardian Partners
Canada
$19.6M +$901K +4,266 +5%
EIP
1668
Ellis Investment Partners
Pennsylvania
$19.6M -$15.4K -75 -0.1%
GIM
1669
Generali Investments Management
Slovenia
$19.6M +$1.66M +8,098 +9%
ST
1670
Sentinel Trust
Texas
$19.6M -$502K -2,446 -2%
ACM
1671
Accent Capital Management
Ohio
$19.6M -$214K -1,044 -1%
WAM
1672
Wernau Asset Management
Massachusetts
$19.5M -$1.47M -7,155 -7%
FFS
1673
Founders Financial Securities
Maryland
$19.5M +$166K +809 +0.9%
GLR
1674
Great Lakes Retirement
Ohio
$19.5M +$1.42M +6,937 +8%
RA
1675
Ransom Advisory
Rhode Island
$19.5M +$389K +1,896 +2%