5,520 hedge funds and large institutions have $2.34T invested in Apple in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 2,277 increasing their positions, 2,724 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0% less funds holding

Funds holding: 5,5385,520 (-18)

1.34% less ownership

Funds ownership: 63.29%61.95% (-1.3%)

16% less repeat investments, than reductions

Existing positions increased: 2,277 | Existing positions reduced: 2,724

Holders
5,520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,012
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$68.9B
Puts
$56.7B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
2026
L2 Asset Management
Massachusetts
$17.6M
DBIA
2027
Dumont & Blake Investment Advisors
New Jersey
$17.6M
HWA
2028
HHM Wealth Advisors
Tennessee
$17.6M
WFA
2029
Wellspring Financial Advisors
Ohio
$17.6M
CAS
2030
Coppell Advisory Solutions
Texas
$17.6M
EI
2031
Ellevest Inc
New York
$17.6M
HBT
2032
Heartland Bank & Trust
Illinois
$17.5M
IA
2033
IFG Advisors
Missouri
$17.5M
EFG
2034
Ethos Financial Group
Pennsylvania
$17.5M
TBT
2035
Texas Bank & Trust
Texas
$17.5M
IF
2036
Intrua Financial
Texas
$17.5M
SEEDPG
2037
S.E.E.D. Planning Group
New York
$17.5M
FDS
2038
First Dallas Securities
Texas
$17.5M
FMN
2039
Financial Management Network
California
$17.5M
BCM
2040
Birch Capital Management
Texas
$17.5M
SCM
2041
Stevens Capital Management
Pennsylvania
$17.4M
MFWP
2042
Mosaic Family Wealth Partners
Missouri
$17.4M
WAS
2043
WESPAC Advisors SoCal
California
$17.4M
KIM
2044
Kestra Investment Management
Texas
$17.4M
SFS
2045
Summit Financial Strategies
Ohio
$17.4M
Q
2046
QVR
California
$17.4M
FWM
2047
Finer Wealth Management
Massachusetts
$17.4M
ATC
2048
Adirondack Trust Company
New York
$17.4M
AWS
2049
Arkfeld Wealth Strategies
Nebraska
$17.3M
APW
2050
Austin Private Wealth
Texas
$17.3M