Apple and Nvidia Lose Popularity With Fund Managers. Here Are the Winners. - Barron's

1. Active fund managers are underweight in AAPL compared to benchmarks. 2. AAPL shares are down over 20% in 2025, indicative of market trends. 3. Trimming tech exposure helped 50% of funds outperform market benchmarks this year. 4. Financials and healthcare stocks are being prioritized over big tech investments. 5. Berkshire Hathaway retains AAPL as a major holding while outperforming the market.