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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 %
MA
1826
MCF Advisors
Kentucky
$19.1M -$623K -2,804 -3%
WE
1827
Wealth Effects
Massachusetts
$19.1M -$408K -1,837 -2%
SSG
1828
Summit Securities Group
New York
$19.1M +$19.1M +85,900 New
BBNA
1829
Bremer Bank National Association
Minnesota
$19M +$1.07M +4,838 +6%
TCOTS
1830
Trust Company of the South
North Carolina
$19M -$897K -4,039 -5%
JF
1831
JSF Financial
California
$19M -$119K -537 -0.6%
CA
1832
Crane Advisory
California
$18.9M +$2.96M +14,957 +19%
RZH
1833
Relyea Zuckerberg Hanson
Connecticut
$18.9M -$466K -2,098 -2%
LT
1834
Legacy Trust
Michigan
$18.9M -$93.1K -419 -0.5%
MCM
1835
MV Capital Management
Maryland
$18.9M -$726K -3,267 -4%
CI
1836
Carroll Investors
South Carolina
$18.9M -$391K -1,765 -2%
RIA
1837
Realta Investment Advisors
Delaware
$18.8M -$1.14M -5,125 -6%
DDC
1838
DF Dent & Co
Maryland
$18.8M -$1.96M -8,825 -9%
HIC
1839
Harbor Island Capital
Massachusetts
$18.8M -$2.84M -12,770 -13%
BL
1840
BFSG LLC
California
$18.8M -$1.94M -8,733 -9%
IPW
1841
Inlet Private Wealth
Florida
$18.7M -$189K -850 -1%
SP
1842
Stonebrook Private
Michigan
$18.7M +$294K +1,322 +2%
JG
1843
Jain Global
New York
$18.7M +$18.7M +84,138 New
FCMC
1844
Founders Capital Management (Connecticut)
Connecticut
$18.7M +$400K +1,802 +2%
LNWTC
1845
Laird Norton Wetherby Trust Company
Washington
$18.7M -$4.14M -18,652 -18%
CCMINC
1846
Cardinal Capital Management Inc (North Carolina)
North Carolina
$18.6M -$48.4K -218 -0.3%
DE
1847
Diversified Enterprises
Delaware
$18.6M +$3.95M +17,764 +27%
WIM
1848
Westside Investment Management
California
$18.5M -$824K -3,700 -4%
UHC
1849
Union Heritage Capital
Michigan
$18.5M – – –
AW
1850
Atlas Wealth
Ohio
$18.5M -$573K -2,581 -3%
72 73
74
75 76