5,510 hedge funds and large institutions have $2.03T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,002 increasing their positions, 3,057 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,510
Holders Change
-71
Holders Change %
-1.27%
% of All Funds
74.83%
Holding in Top 10
3,116
Holding in Top 10 Change
-222
Holding in Top 10 Change %
-6.65%
% of All Funds
42.32%
New
167
Increased
2,002
Reduced
3,057
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.02B
Name Holding Trade Value Shares
Change
Shares
Change %
BTD
2476
BankPlus Trust Department
Mississippi
$11M -$221K -994 -2%
CCM
2477
CAAS Capital Management
New York
$11M +$11M +49,336 New
FHWM
2478
Fox Hill Wealth Management
Massachusetts
$10.9M -$202K -910 -2%
FCT
2479
Family Capital Trust
Massachusetts
$10.9M -$2.67K -12 -0%
SFS
2480
Searcy Financial Services
Kansas
$10.9M +$217K +978 +2%
PF
2481
Prosperitas Financial
California
$10.9M +$150K +677 +1%
SF
2482
Slagle Financial
Illinois
$10.9M +$95.3K +429 +0.9%
RFWA
2483
RPg Family Wealth Advisory
Massachusetts
$10.9M +$4.67K +21 +0%
CCIA
2484
Cherry Creek Investment Advisors
Colorado
$10.9M -$673K -3,031 -6%
WLPWM
2485
Walled Lake Planning & Wealth Management
Illinois
$10.8M -$378K -1,702 -3%
VCM
2486
Versant Capital Management
Arizona
$10.8M +$4.25M +19,147 +65%
SCM
2487
SOL Capital Management
Maryland
$10.8M -$817K -3,676 -7%
VIP
2488
Vista Investment Partners
Oklahoma
$10.8M +$361K +1,624 +3%
RCA
2489
Roberts Capital Advisors
Colorado
$10.8M -$1.64M -7,396 -13%
GWAG
2490
Garrett Wealth Advisory Group
Texas
$10.8M -$77.7K -350 -0.7%
MIM
2491
MTM Investment Management
South Carolina
$10.8M -$221K -992 -2%
MSFP
2492
Mark Sheptoff Financial Planning
Connecticut
$10.8M -$664K -2,990 -6%
FC
2493
Financial Council
Maryland
$10.8M -$409K -1,841 -4%
CPSC
2494
Carl P. Sherr & Co
Massachusetts
$10.7M -$85.7K -386 -0.8%
SCP
2495
Sandhill Capital Partners
New York
$10.7M -$43.8K -197 -0.4%
CSC
2496
Caldwell Sutter Capital
California
$10.7M -$422K -1,899 -4%
CVA
2497
Central Valley Advisors
California
$10.7M -$2.77M -12,489 -21%
SC
2498
Savoie Capital
Illinois
$10.7M
PAM
2499
Peninsula Asset Management
Florida
$10.7M -$184K -830 -2%
SCA
2500
Stokes Capital Advisors
South Carolina
$10.7M +$82.2K +370 +0.8%