Apple Inc. 13F Filings Show Mixed Hedge Fund Sentiment
Recent analysis of the 13F filings for the reporting period ending March 31, 2025, reveals that 17 funds hold positions in Apple Inc. (Symbol: AAPL). When multiple hedge fund managers share a similar perspective, it prompts a closer examination of the data.
Importantly, while 13F filings provide insights into the long positions of funds, they do not disclose short positions. For example, a fund that is short on Apple might still hold a long position, which could be reported in a 13F. Therefore, it’s crucial to understand that these filings reflect only part of each fund’s broader strategy.
With this context in mind, we can assess changes in AAPL holdings among the latest 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Goldman Sachs Group Inc. | Existing | –4,552,043 | –$3,758,550 |
| Standard Family Office LLC | Existing | –1,497 | –$432 |
| Palogic Value Management L.P. | Existing | –2,107 | –$1,846 |
| Optimize Financial Inc | NEW | +8,913 | +$1,980 |
| AAF Wealth Management LLC | Existing | +491 | –$436 |
| SWS Partners | Existing | –1 | –$171 |
| Kovitz Investment Group Partners LLC | Existing | –1,033,745 | –$330,627 |
| DCM Advisors LLC | Existing | –14,484 | –$5,404 |
| Legacy Advisory Services LLC | NEW | +2,489 | +$553 |
| SCS Capital Management LLC | Existing | –57,127 | –$20,461 |
| Alpha DNA Investment Management LLC | Existing | –20,646 | –$5,394 |
| UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | Existing | –91,336,544 | –$23,250,729 |
| Smith Asset Management Co. LLC | NEW | +7,243 | +$1,609 |
| Heck Capital Advisors LLC | Existing | +3,910 | +$713 |
| Trinity Financial Advisors LLC | Existing | +524 | –$1,051 |
| Bayforest Capital Ltd | Existing | –277 | –$72 |
| Oriental Harbor Investment Fund | Existing | +141,045 | +$20,700 |
| Aggregate Change: | –96,853,856 | –$27,349,618 | |
In total, 4 funds increased their AAPL holdings from December 31, 2024, to March 31, 2025. Conversely, 10 funds reduced their positions, while 3 established new ones.
Expanding our view beyond these specific funds, we compiled the AAPL share count held by all funds reporting as of March 31, 2025. This aggregate was compared to the previous period’s total from December 31, 2024. Hedge funds collectively decreased their AAPL holdings by 62,709,023 shares, dropping from 9,176,772,324 to 9,114,063,301 shares—an approximate decline of 0.68%. The top three funds holding AAPL on March 31, 2025, are noteworthy.
We’ll continue to monitor upcoming 13F filings from hedge funds. This data provides valuable insights when viewed collectively, revealing trends that might guide future investment decisions. Although individual 13F filings can be misleading, examining the total across groups of funds offers a clearer picture, such as the situation with Apple Inc. (Symbol: AAPL).
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The views and opinions expressed herein are those of the author and do not necessarily reflect those of any financial institution.
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