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Apple
AAPL

Overview Fund Activity

5,465 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, 2,159 increasing their positions, 2,821 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,465
Holders Change
-45
Holders Change %
-0.82%
% of All Funds
73.23%
Holding in Top 10
2,735
Holding in Top 10 Change
-381
Holding in Top 10 Change %
-12.23%
% of All Funds
36.65%
New
189
Increased
2,159
Reduced
2,821
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 %
PPA
2376
Painted Porch Advisors
California
$10.7M -$97.5K -475 -0.9%
LAM
2377
Lummis Asset Management
Texas
$10.7M -$4.01M -17,496 -27%
LAM
2378
Lewis Asset Management
California
$10.7M +$2.65M +12,923 +33%
WA
2379
Waddell & Associates
Tennessee
$10.7M +$384K +1,871 +4%
JWM
2380
JPL Wealth Management
Colorado
$10.7M +$83.5K +407 +0.8%
PGAM
2381
Princeton Global Asset Management
New Jersey
$10.7M -$211K -1,030 -2%
HWM
2382
Horizon Wealth Management
Illinois
$10.6M -$662K -3,225 -6%
ITC
2383
Inspire Trust Company
Nevada
$10.6M +$1.71M +8,332 +19%
HCM
2384
Highview Capital Management
Illinois
$10.6M +$228K +1,113 +2%
PWM
2385
Purus Wealth Management
California
$10.6M +$209K +1,017 +2%
GPA
2386
Garrison Point Advisors
California
$10.6M -$350K -1,706 -3%
GP
2387
Greenline Partners
New York
$10.6M +$1.16M +5,657 +12%
XWM
2388
Xcel Wealth Management
Florida
$10.6M -$189K -919 -2%
SIS
2389
Strategic Investment Solutions
Illinois
$10.6M -$331K -1,602 -3%
EAMA
2390
EFG Asset Management (Americas)
Florida
$10.5M -$1.33M -6,477 -11%
HDIM
2391
Hanson & Doremus Investment Management
Vermont
$10.5M +$58.3K +284 +0.6%
CCM
2392
Cloud Capital Management
Washington
$10.5M +$7.31M +35,957 +230%
BTWM
2393
Brass Tax Wealth Management
Ohio
$10.5M +$288K +1,402 +3%
TC
2394
Tsai Capital
New York
$10.5M -$94.6K -461 -0.9%
WG
2395
Wealth Group
North Carolina
$10.5M -$5M -24,391 -32%
SI
2396
Symmetry Investments
Jersey
$10.4M +$4.24M +20,642 +68%
CRI
2397
Colonial River Investments
Virginia
$10.4M -$195K -916 -2%
BLC
2398
Brown, Lisle/Cummings
Rhode Island
$10.4M -$15.4K -75 -0.1%
FPL
2399
Fortress Private Ledger
North Carolina
$10.4M -$8K -39 -0.1%
PWA
2400
Providence Wealth Advisors
Illinois
$10.4M +$785K +3,573 +8%
94 95
96
97 98