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 %
KWM
2151
Koa Wealth Management
California
$12.7M -$4.72K -23 -0%
PMFA
2152
Plante Moran Financial Advisors
Michigan
$12.7M -$4.35M -21,223 -26%
NCGI
2153
Next Century Growth Investors
Minnesota
$12.7M -$249K -1,212 -2%
KFA
2154
Kelleher Financial Advisors
New York
$12.7M +$181K +880 +1%
SMF
2155
Scott Marsh Financial
Utah
$12.6M +$12.6M +61,640 New
BW
2156
BIP Wealth
Georgia
$12.6M +$204K +992 +2%
BA
2157
Baugh & Associates
Georgia
$12.6M -$619K -3,262 -5%
MVA
2158
Mount Vernon Associates
Maryland
$12.6M -$222K -1,080 -2%
HW
2159
Hedeker Wealth
Illinois
$12.6M -$302K -1,473 -2%
M2MC
2160
Matthew 25 Management Corp
Pennsylvania
$12.6M
FA
2161
FF Advisors
California
$12.6M +$114K +554 +0.9%
UAM
2162
UAS Asset Management
New York
$12.6M +$2.2M +10,715 +21%
HHAA
2163
Henry H. Armstrong Associates
Pennsylvania
$12.6M -$373K -1,818 -3%
CIP
2164
Capital Insight Partners
Arizona
$12.6M +$231K +1,127 +2%
LCAM
2165
London & Capital Asset Management
United Kingdom
$12.6M -$165K -802 -1%
IF
2166
Intrua Financial
Texas
$12.6M +$310K +1,510 +3%
TIA
2167
Tiemann Investment Advisors
California
$12.6M -$51.1K -249 -0.4%
NDSI
2168
Newman Dignan & Sheerar Inc
Rhode Island
$12.5M -$1.53M -7,446 -11%
MCM
2169
Morton Capital Management
California
$12.5M +$410K +2,000 +3%
OBWP
2170
O'Brien Wealth Partners
Massachusetts
$12.5M -$57K -278 -0.5%
CAWM
2171
Capital Advisors Wealth Management
Washington
$12.5M +$934K +4,551 +8%
WCWM
2172
Willow Creek Wealth Management
California
$12.5M +$39K +190 +0.3%
SCA
2173
Sandy Cove Advisors
Massachusetts
$12.4M +$217K +1,056 +2%
BO
2174
Bank OZK
Arkansas
$12.4M -$155K -754 -1%
NB
2175
Northwest Bancshares
Pennsylvania
$12.4M -$546K -2,662 -4%