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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 %
PMG
2401
Private Management Group
California
$10.4M +$7.13M +34,767 +221%
SWMP
2402
Signature Wealth Management Partners
New Jersey
$10.4M -$331K -1,615 -3%
WW
2403
Waterfront Wealth
Kansas
$10.4M +$1.64K +8 +0%
GGI
2404
GPM Growth Investors
Michigan
$10.4M -$111K -541 -1%
AIA
2405
Allied Investment Advisors
Montana
$10.4M -$143K -695 -1%
BWM
2406
BKM Wealth Management
Wisconsin
$10.3M -$177K -862 -2%
PK
2407
Pflug Koory
Nebraska
$10.3M -$414K -2,019 -4%
WDC
2408
Woodward Diversified Capital
California
$10.3M +$2.59M +12,613 +33%
NWAG
2409
Net Worth Advisory Group
Utah
$10.3M +$7.79M +37,979 +308%
VCM
2410
Versant Capital Management
Arizona
$10.3M +$314K +1,529 +3%
EWA
2411
Evolution Wealth Advisors
Florida
$10.3M -$255K -1,243 -2%
SFS
2412
Searcy Financial Services
Kansas
$10.3M +$240K +1,168 +2%
AWM
2413
Atticus Wealth Management
Florida
$10.3M +$700K +3,413 +7%
JA
2414
JVL Associates
Michigan
$10.3M +$618K +3,014 +6%
CTFG
2415
Capstone Triton Financial Group
Oklahoma
$10.3M +$10.3M +50,042 New
WAAG
2416
Wealth Alliance Advisory Group
Kansas
$10.3M +$430K +2,096 +4%
LCM
2417
Lattice Capital Management
Washington
$10.3M -$4.4M -21,434 -30%
GJL
2418
Gendell Jeffrey L
$10.3M +$10.3M +50,000 New
MIM
2419
Montgomery Investment Management
Maryland
$10.3M -$403K -1,965 -4%
CLA
2420
Carnegie Lake Advisors
New Jersey
$10.2M -$51.3K -250 -0.5%
SWGC
2421
Summit Wealth Group (Colorado)
Colorado
$10.2M +$10.2M +49,891 New
OCM
2422
Osterweis Capital Management
California
$10.2M +$516K +2,516 +5%
CIS
2423
Custom Index Systems
New York
$10.2M -$157K -765 -2%
EA
2424
Eclectic Associates
California
$10.2M -$142K -692 -1%
EW
2425
Evexia Wealth
Wisconsin
$10.2M +$324K +1,533 +3%
95 96
97
98 99