Insights on Recent Hedge Fund 13F Filings Pertaining to Apple Inc.
Understanding 13F Filings
In the realm of investment management, 13F filings offer a transparent snapshot of institutional investment positions. Hedge funds are obligated to report their long positions to the SEC, but they are not mandated to share short positions. This nuance means while we gain insight into a fund’s bullish strategies, the complete picture may remain obscured. A fund could be shorting a stock while holding a long position, potentially creating a misleading impression about their overall outlook.
Apple Inc. and Hedge Funds: A Closer Examination
Examining the most recent 13F filings from hedge funds for the quarter ending June 30, 2025, we have found that Apple Inc. (Ticker: AAPL) was included in the portfolios of 25 funds. When a significant number of hedge funds shares interest in a particular stock, it suggests a trend worth investigating further.
Aggregate Performance of Apple Holdings
From the latest data, we observed several shifts in the number of shares held by various funds regarding AAPL. In the context of these 13F filings, it’s vital to analyze not just individual funds but the overall sentiment towards Apple across multiple institutions. Below is a summary of the changes in holdings:
| Fund Name | New Position? | Change in Share Count | Change in Market Value ($ in 1000’s) |
|---|---|---|---|
| Oppenheimer Asset Management Inc. | Existing | -143,120 | -$37,429 |
| Perissos Private Wealth Management | Existing | -228 | -$89 |
| Atlatl Advisers LLC | Existing | +299 | -$249 |
| Nisa Investment Advisors LLC | Existing | +142,381 | -$43,212 |
| Resonant Capital Advisors LLC | Existing | +10,138 | +$687 |
| Hixon Zuercher LLC | Existing | +326 | -$490 |
| Wealthfront Advisers LLC | Existing | -64,244 | -$37,671 |
| New Hampshire Trust | Existing | -338 | -$2,111 |
| Banco Santander S.A. | Existing | +80,785 | -$1,665 |
| Ashton Thomas Private Wealth LLC | Existing | +161,412 | +$27,904 |
| OVERSEA CHINESE BANKING Corp Ltd | Existing | -31,276 | -$14,604 |
| American Financial & Tax Strategies | Existing | UNCH | -$121 |
| Solstein Capital LLC | Existing | +1,079 | -$893 |
| Hoffman Alan N Investment Management | Existing | -4,626 | -$7,973 |
| Baer Investment Advisory LLC | Existing | -159 | -$257 |
| Twin Lakes Capital Management LLC | Existing | +49 | -$1,373 |
| Delta Investment Management LLC | Existing | -1,309 | -$1,309 |
| Riverwater Partners LLC | Existing | +819 | +$91 |
| MorganRosel Wealth Management LLC | Existing | -266 | -$297 |
| Signature Wealth Management Group | Existing | +78 | -$162 |
| Bolthouse Investments LLC | Existing | -118 | -$400 |
| Envestnet Asset Management Inc. | Existing | +167,231 | -$178,861 |
| Green Alpha Advisors LLC | Existing | -169 | -$74 |
| Lane Generational LLC | Existing | UNCH | -$85 |
| Chilton Capital Management LLC | Existing | +16,846 | -$4,140 |
Analysis of Changes
From our review, we calculated that twelve funds increased their AAPL positions between March 31, 2025, and June 30, 2025, while eleven funds reduced their shareholdings. This shift illustrates a generally stable interest in Apple, even as some managers recalibrate their strategies.
Total Share Count and Market Sentiment
Beyond individual funds, we aggregated the total share count held by all funds reporting on AAPL as of June 30, 2025, in comparison to figures from March 31, 2025. The data indicate that funds collectively increased their holdings by approximately 18.98 million shares, rising from about 607.45 million to 626.43 million shares—an increase of around 3.12%.
Leading Funds Holding Apple
The aggregated data showcases that the largest holders of Apple shares as of June 30, 2025, stand as strategic players in the market landscape. Their significant investments may reflect an optimistic view of Apple’s performance in the tech sector.
Conclusion
Tracking 13F filings from hedge fund managers provides valuable insights into market trends and sentiment towards stocks like Apple Inc. By assessing the shifts in positions among various funds, investors can gain a better understanding of broader market dynamics. Monitoring these filings allows for a more comprehensive perspective on what hedge funds are doing in the stock market, particularly in terms of long positions in influential companies such as Apple.
