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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 %
RWA
1701
Roberts Wealth Advisors
California
$19M -$101K -493 -0.5%
PCG
1702
PFC Capital Group
California
$19M -$851K -4,150 -4%
NI
1703
Natural Investments
California
$19M -$330K -1,610 -2%
JWM
1704
Jessup Wealth Management
Ohio
$19M -$653K -3,185 -3%
PWPS
1705
Pinnacle Wealth Planning Services
Ohio
$19M +$2.08M +10,129 +12%
CPA
1706
Capital Planning Advisors
California
$19M -$958K -4,667 -5%
RCA
1707
Resonant Capital Advisors
Wisconsin
$18.9M +$2.08M +10,138 +12%
FPB
1708
First PREMIER Bank
South Dakota
$18.9M +$8.21K +40 +0%
BA
1709
Ballast Advisors
Minnesota
$18.9M -$127K -617 -0.7%
BCA
1710
Bay Colony Advisors
Massachusetts
$18.9M +$136K +663 +0.7%
SSWM
1711
Strait & Sound Wealth Management
California
$18.9M -$856K -4,171 -4%
SIS
1712
Sound Income Strategies
Florida
$18.8M -$672K -3,273 -3%
SM
1713
STF Management
Texas
$18.8M +$525K +2,560 +3%
CCC
1714
Chelsea Counsel Company
California
$18.8M -$14.4K -70 -0.1%
IP
1715
Isthmus Partners
Wisconsin
$18.7M +$347K +1,693 +2%
ODG
1716
O'Dell Group
Ohio
$18.7M -$65.9K -321 -0.4%
WIA
1717
Westbourne Investment Advisors
Maryland
$18.7M +$516K +2,514 +3%
FTC
1718
Farmers Trust Company
Ohio
$18.7M -$1.89M -9,195 -9%
SW
1719
SkyOak Wealth
Michigan
$18.6M +$135K +657 +0.7%
HCP
1720
Holt Capital Partners
Texas
$18.6M -$17K -83 -0.1%
WKWM
1721
Walter & Keenan Wealth Management
Indiana
$18.6M +$74.7K +364 +0.4%
HF
1722
Holcombe Financial
Georgia
$18.6M – – –
ECM
1723
EagleClaw Capital Management
Massachusetts
$18.6M -$174K -850 -0.9%
RCA
1724
Riverview Capital Advisers
Massachusetts
$18.6M -$959K -4,673 -5%
AWM
1725
Absher Wealth Management
North Carolina
$18.6M -$427K -2,081 -2%
67 68
69
70 71