Gradient Investments Boosts Apple Stake by 5.1%

Hedge fund adds over 24,000 shares of tech giant in Q4

Mar. 28, 2026 at 9:13am

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Gradient Investments LLC increased its position in Apple Inc. (NASDAQ:AAPL) by 5.1% during the fourth quarter, according to a recent SEC filing. The fund now owns over 506,000 shares of the iPhone maker's stock, making it one of Apple's largest institutional investors.

Why it matters

Apple is one of the most widely held and influential stocks, with its performance often seen as a bellwether for the broader technology sector. Hedge funds and other major institutional investors closely monitor and adjust their Apple positions, providing insights into market sentiment around the company.

The details

Gradient Investments added 24,728 shares of Apple during Q4 2025, bringing its total position to 506,680 shares. The fund's Apple holdings now comprise approximately 2.2% of its total portfolio, making it the 5th largest position. Gradient cited Apple's strong product lineup and growing services business as reasons for the increased investment.

  • Gradient Investments filed its Q4 2025 13F report with the SEC on March 28, 2026.

The players

Gradient Investments LLC

A hedge fund that manages over $5 billion in assets and has a significant position in Apple stock.

Apple Inc.

A multinational technology company that designs, develops, and sells consumer electronics, software, and online services.

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The takeaway

Gradient Investments' increased stake in Apple reflects the stock's continued appeal among major institutional investors. As one of the most widely held and influential tech companies, Apple's performance is closely watched as a barometer for the broader industry.