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 %
CWP
2101
Core Wealth Partners
California
$13.2M +$52.9K +258 +0.4%
UB
2102
Umpqua Bank
Oregon
$13.2M +$29.8K +142 +0.2%
MWA
2103
Midland Wealth Advisors
Illinois
$13.2M +$2.28M +11,102 +21%
PW
2104
Pandora Wealth
Illinois
$13.2M -$468K -2,279 -3%
LIA
2105
LBMC Investment Advisors
Tennessee
$13.2M -$95K -463 -0.7%
TPCM
2106
Two Point Capital Management
New York
$13.2M +$13.2M +64,219 New
BRG
2107
Bay Rivers Group
Virginia
$13.2M -$840K -4,096 -6%
SL
2108
Salomon & Ludwin
Virginia
$13.2M +$11.9K +56 +0.1%
CWAG
2109
Compton Wealth Advisory Group
Virginia
$13.2M +$97.9K +477 +0.7%
AFA
2110
Antonelli Financial Advisors
Michigan
$13.1M -$357K -1,741 -3%
GAA
2111
Global Assets Advisory
Florida
$13.1M -$10.4M -49,965 -44%
CIG
2112
Consolidated Investment Group
Colorado
$13.1M
HCA
2113
Harbour Capital Advisors
Virginia
$13.1M -$202K -953 -2%
AF
2114
Apollon Financial
South Carolina
$13.1M -$900K -4,389 -6%
HI
2115
Harrington Investments
California
$13.1M -$107K -522 -0.8%
SCP
2116
Silverleafe Capital Partners
Tennessee
$13M -$523K -2,551 -4%
EM
2117
Excalibur Management
Massachusetts
$13M -$34.5K -168 -0.3%
FA
2118
Fountainhead AM
New Jersey
$13M +$116K +566 +0.9%
BHBT
2119
Burke & Herbert Bank & Trust
Virginia
$13M -$293K -1,430 -2%
CWMK
2120
Caliber Wealth Management (Kansas)
Kansas
$13M +$870K +4,241 +7%
SDAM
2121
Shulman DeMeo Asset Management
New York
$13M -$86K -419 -0.7%
HCP
2122
Hexagon Capital Partners
Arkansas
$13M -$79.8K -389 -0.6%
HC
2123
Hendley & Co
Ohio
$13M -$1.12M -5,457 -8%
BWG
2124
Balanced Wealth Group
Ohio
$12.9M -$51.5K -248 -0.4%
CFMC
2125
Curbstone Financial Management Corp
New Hampshire
$12.9M -$362K -1,766 -3%