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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 %
WFG
2251
Wills Financial Group
Virginia
$11.8M -$127K -618 -1%
MC
2252
Montag & Caldwell
Georgia
$11.8M -$8.16M -39,758 -41%
BRM
2253
Boston Research & Management
Massachusetts
$11.7M +$138K +672 +1%
SAM
2254
Strategy Asset Managers
California
$11.7M -$12.9K -63 -0.1%
OBGC
2255
O'Brien Greene & Co
Pennsylvania
$11.7M -$219K -1,066 -2%
CW
2256
Channel Wealth
California
$11.7M +$169K +823 +1%
WOSD
2257
WFA of San Diego
California
$11.7M +$11.7M +57,116 New
OHWP
2258
Oak Harbor Wealth Partners
North Carolina
$11.7M -$102K -498 -0.9%
MEG
2259
Millstone Evans Group
Colorado
$11.7M -$110K -535 -0.9%
FA
2260
Fermata Advisors
California
$11.7M -$3.82M -18,601 -25%
AFM
2261
Abbot Financial Management
Massachusetts
$11.7M +$371K +1,806 +3%
WA1
2262
Wimmer Associates 1
California
$11.7M -$20.5K -100 -0.2%
BCM
2263
Buckhead Capital Management
Georgia
$11.7M +$13.1K +64 +0.1%
PWM
2264
Palumbo Wealth Management
New York
$11.7M +$889K +4,331 +8%
TCCM
2265
Timber Creek Capital Management
Massachusetts
$11.6M -$57K -281 -0.5%
ICM
2266
IMS Capital Management
Oregon
$11.6M -$279K -1,358 -2%
CCM
2267
Consolidated Capital Management
California
$11.6M +$1.33M +6,497 +13%
Alkeon Capital Management
2268
Alkeon Capital Management
New York
$11.6M – – –
HCM
2269
Hodges Capital Management
Texas
$11.6M -$794K -3,870 -6%
TWM
2270
Thrive Wealth Management
Pennsylvania
$11.6M +$149K +725 +1%
OSNBOA
2271
Old Second National Bank of Aurora
Illinois
$11.6M -$21.3K -104 -0.2%
RWA
2272
Redhawk Wealth Advisors
Minnesota
$11.6M -$4.72K -23 -0%
LC
2273
Lincoln Capital
Nebraska
$11.6M -$59.7K -291 -0.5%
BCPWM
2274
Bradley & Co Private Wealth Management
Florida
$11.6M -$68.3K -333 -0.6%
WFAG
2275
Wescott Financial Advisory Group
Pennsylvania
$11.6M -$159K -777 -1%
89 90
91
92 93