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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 %
VPP
1726
Vertex Planning Partners
Illinois
$18.6M +$163K +795 +0.9%
DLCIG
1727
D.L. Carlson Investment Group
New Hampshire
$18.5M -$592K -2,884 -3%
BFA
1728
Bill Few Associates
Pennsylvania
$18.5M -$219K -1,067 -1%
GAA
1729
Guardian Asset Advisors
Pennsylvania
$18.5M -$167K -814 -0.9%
AFM
1730
Armstrong Fleming & Moore
District of Columbia
$18.5M +$16.4M +80,161 +814%
MW
1731
MBL Wealth
North Carolina
$18.5M +$1.44K +7 +0%
SDJVC
1732
St. Denis J. Villere & Co
Louisiana
$18.4M -$232K -1,130 -1%
HWM
1733
HFR Wealth Management
New York
$18.4M -$856K -4,170 -4%
CAM
1734
Costello Asset Management
Pennsylvania
$18.4M -$4.45M -21,692 -20%
SIC
1735
SFE Investment Counsel
California
$18.3M +$315K +1,537 +2%
SCA
1736
St. Clair Advisors
Ohio
$18.2M -$372K -1,813 -2%
MAWCM
1737
Mine & Arao Wealth Creation & Management
California
$18.2M -$101K -492 -0.6%
CCT
1738
Capital City Trust
Florida
$18.2M -$348K -1,694 -2%
LCM
1739
Liberty Capital Management
Michigan
$18.2M -$538K -2,623 -3%
AWM
1740
Aries Wealth Management
Maine
$18.1M -$282K -1,376 -2%
RLIM
1741
Red Lighthouse Investment Management
New York
$18.1M -$1.07M -5,198 -6%
LCS
1742
Levin Capital Strategies
New York
$18.1M +$11.1K +54 +0.1%
JEST
1743
JTC Employer Solutions Trustee
Jersey
$18.1M +$286K +1,394 +2%
OBWG
1744
Onyx Bridge Wealth Group
New York
$18M -$524K -2,555 -3%
SCM
1745
Sterneck Capital Management
Missouri
$18M -$89.9K -438 -0.5%
MIM
1746
Martin Investment Management
Florida
$18M -$255K -1,245 -1%
CCMINC
1747
Cardinal Capital Management Inc (North Carolina)
North Carolina
$18M +$816K +3,979 +5%
BCG
1748
Breakwater Capital Group
New Jersey
$18M -$28.5K -139 -0.2%
IEFM
1749
IQ EQ Fund Management
Ireland
$18M +$11.1K +54 +0.1%
LHC
1750
Little House Capital
Massachusetts
$18M -$1.84M -8,944 -9%
68 69
70
71 72