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Apple
AAPL

Overview Fund Activity

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

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 %
NG
2051
Novem Group
New York
$13.9M +$972K +4,736 +8%
OMC
2052
Overbrook Management Corp
New York
$13.9M -$2.08M -10,118 -13%
LA
2053
LexAurum Advisors
Kansas
$13.9M +$278K +1,355 +2%
ATC
2054
Adirondack Trust Company
New York
$13.9M -$607K -2,959 -4%
JSC
2055
Jackson Square Capital
California
$13.9M -$4.61M -22,488 -25%
DWM
2056
Drive Wealth Management
Utah
$13.9M -$52.7K -257 -0.4%
CA
2057
Calton & Associates
Florida
$13.8M -$1.32M -6,455 -9%
FWM
2058
Finer Wealth Management
Massachusetts
$13.8M -$5.95K -29 -0%
DA
2059
Dover Advisors
Virginia
$13.8M -$2.28M -11,094 -14%
HVP
2060
Hudson Value Partners
Florida
$13.8M -$464K -2,261 -3%
DAM
2061
Doheny Asset Management
California
$13.8M -$30.8K -150 -0.2%
GWM
2062
Graybill Wealth Management
Illinois
$13.8M +$383K +1,865 +3%
MF
2063
Montis Financial
Massachusetts
$13.8M -$3.03M -14,775 -18%
CAM
2064
Councilmark Asset Management
Tennessee
$13.8M -$154K -753 -1%
NMG
2065
New Millennium Group
Utah
$13.8M +$1.95M +9,515 +16%
BWIA
2066
Bryant Woods Investment Advisors
New York
$13.8M -$71K -346 -0.5%
AT
2067
Arlington Trust
Alabama
$13.8M +$73.7K +359 +0.5%
NB
2068
Nicolet Bankshares
Wisconsin
$13.8M +$470K +2,289 +4%
MCM
2069
Monarch Capital Management
Indiana
$13.7M +$599K +2,920 +5%
GMA
2070
Glassy Mountain Advisors
Maryland
$13.7M -$23.2K -113 -0.2%
SC
2071
Solstein Capital
California
$13.7M +$221K +1,079 +2%
KMWM
2072
Keudell/Morrison Wealth Management
Oregon
$13.7M -$613K -2,990 -4%
FCM
2073
Fortis Capital Management
Washington
$13.7M +$2.55M +12,446 +23%
BFPW
2074
BOK Financial Private Wealth
Colorado
$13.6M -$1.85K -9 -0%
FVWA
2075
Foster Victor Wealth Advisors
South Carolina
$13.6M +$729K +3,455 +6%
81 82
83
84 85