5,468 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, 2,161 increasing their positions, 2,822 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,468
Holders Change
-44
Holders Change %
-0.8%
% of All Funds
73.24%
Holding in Top 10
2,737
Holding in Top 10 Change
-380
Holding in Top 10 Change %
-12.19%
% of All Funds
36.66%
New
189
Increased
2,161
Reduced
2,822
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 %
WFA
2001
Wellspring Financial Advisors
Ohio
$14.4M +$585K +2,852 +4%
DBIA
2002
Dumont & Blake Investment Advisors
New Jersey
$14.3M +$44.5K +217 +0.3%
TAM
2003
Titleist Asset Management
Texas
$14.3M +$89.9K +438 +0.6%
BB
2004
Bell Bank
North Dakota
$14.3M -$76.3K -372 -0.5%
BWP
2005
Balboa Wealth Partners
Arizona
$14.3M +$276K +1,346 +2%
PPW
2006
Pasadena Private Wealth
California
$14.3M +$46.6K +227 +0.3%
TPWA
2007
Twin Peaks Wealth Advisors
California
$14.3M -$265K -1,153 -2%
LAM
2008
L2 Asset Management
Massachusetts
$14.3M +$754K +3,673 +6%
EBT
2009
Enterprise Bank & Trust
Massachusetts
$14.3M +$6.16K +30 +0%
GPI
2010
General Partner Inc
Pennsylvania
$14.3M -$518K -2,525 -3%
FDS
2011
First Dallas Securities
Texas
$14.3M -$433K -2,112 -3%
TIA
2012
Trust Investment Advisors
Indiana
$14.3M -$424K -2,069 -3%
HAM
2013
Harmony Asset Management
Arizona
$14.3M -$239K -1,165 -2%
PL
2014
Perpetual Ltd
Australia
$14.3M +$522K +2,543 +4%
BONST
2015
Bank of Nova Scotia Trust
Ontario, Canada
$14.3M +$79.4K +387 +0.6%
HWA
2016
HHM Wealth Advisors
Tennessee
$14.3M +$80.2K +391 +0.6%
EFG
2017
Ethos Financial Group
Pennsylvania
$14.3M -$12.2M -59,247 -46%
SFS
2018
Summit Financial Strategies
Ohio
$14.3M -$40.2K -196 -0.3%
PG
2019
Patten Group
Tennessee
$14.2M -$842K -4,104 -6%
KLCM
2020
KG&L Capital Management
Louisiana
$14.2M +$3.36M +16,373 +31%
BDA
2021
Borer Denton & Associates
Pennsylvania
$14.2M -$71.8K -350 -0.5%
FFO
2022
Fortitude Family Office
Arizona
$14.2M -$13.5K -66 -0.1%
LF
2023
Lee Financial
Texas
$14.2M -$159K -773 -1%
RIG
2024
Renaissance Investment Group
Massachusetts
$14.2M -$107K -523 -0.7%
UWM
2025
Udine Wealth Management
Florida
$14.2M +$374K +1,825 +3%