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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 %
A
2176
Argentarii
Ohio
$12.4M +$51.7K +252 +0.4%
BWA
2177
Blodgett Wealth Advisors
California
$12.4M -$884K -4,309 -7%
MFGM
2178
Marshall Financial Group (Maryland)
Maryland
$12.4M +$63K +300 +0.5%
ATFA
2179
All Terrain Financial Advisors
Minnesota
$12.4M -$20.1K -98 -0.2%
LFP
2180
Leeward Financial Partners
Washington
$12.4M +$2.78M +13,560 +29%
DIM
2181
Delta Investment Management
California
$12.3M -$269K -1,309 -2%
ISFAN
2182
Investor's Fiduciary Advisor Network
Washington
$12.3M +$2.12M +10,321 +21%
MTWM
2183
Masso Torrence Wealth Management
New Jersey
$12.3M +$161K +787 +1%
AIP
2184
Almanack Investment Partners
Pennsylvania
$12.3M +$7.84M +38,213 +176%
TFGT
2185
TS Financial Group (TSFG)
Illinois
$12.3M -$21.5K -105 -0.2%
SAM
2186
Secure Asset Management
Michigan
$12.3M -$205K -999 -2%
LSIA
2187
LaSalle St. Investment Advisors
Illinois
$12.3M -$669K -3,263 -5%
LJHT
2188
Laurie J. Hall Trustee
$12.3M +$54.4K +265 +0.4%
IWA
2189
IVC Wealth Advisors
Pennsylvania
$12.3M +$31.6K +154 +0.3%
CWM
2190
Chronos Wealth Management
Florida
$12.3M +$35.1K +171 +0.3%
KIC
2191
Kensington Investment Counsel
California
$12.2M +$261K +1,271 +2%
FBFS
2192
First Business Financial Services
Wisconsin
$12.2M -$320K -1,562 -3%
CRWM
2193
Castle Rock Wealth Management
California
$12.2M +$642K +3,010 +6%
FFP
2194
Freedom Financial Partners
Minnesota
$12.2M -$199K -972 -2%
ACM
2195
Ardent Capital Management
Ohio
$12.2M -$15.8M -77,167 -56%
OWA
2196
Opal Wealth Advisors
New York
$12.2M +$316K +1,538 +3%
WCFA
2197
Walkner Condon Financial Advisors
Wisconsin
$12.2M -$54.6K -266 -0.4%
DCM
2198
Dudley Capital Management
Virginia
$12.2M -$414K -2,019 -3%
REMPR
2199
Roof Eidam Maycock Peralta (REMP)
California
$12.2M -$176K -858 -1%
OHWA
2200
Oak Hill Wealth Advisors
Virginia
$12.1M -$89.3K -425 -0.7%
86 87
88
89 90