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 %
NL
2526
NKCFO LLC
Illinois
$10.5M -$2.05M -9,250 -16%
HCG
2527
Haven Capital Group
California
$10.5M +$92.2K +415 +0.9%
LWP
2528
LeClair Wealth Partners
Ohio
$10.5M -$85.5K -385 -0.8%
NWM
2529
Northwest Wealth Management
Iowa
$10.5M +$43.1K +194 +0.4%
IIC
2530
Integrated Investment Consultants
Michigan
$10.5M +$846K +3,810 +9%
CBT
2531
CoreFirst Bank & Trust
Kansas
$10.5M -$481K -2,164 -4%
RMP
2532
Richards, Merrill & Peterson
Washington
$10.5M -$226K -1,016 -2%
PFA
2533
Pettinga Financial Advisors
Indiana
$10.5M -$16K -72 -0.2%
AEPWM
2534
Atlantic Edge Private Wealth Management
Florida
$10.5M -$44.2K -199 -0.4%
DI
2535
DAGCO Inc
Ohio
$10.5M +$163K +734 +2%
AF
2536
Affiance Financial
Minnesota
$10.5M -$1.02M -4,583 -9%
JA
2537
JVL Associates
Michigan
$10.4M -$344K -1,548 -3%
RAM
2538
RedJay Asset Management
Ontario, Canada
$10.4M +$10.4M +47,000 New
AMG
2539
Advisors Management Group
Wisconsin
$10.4M -$98.8K -445 -0.9%
OCM
2540
Orleans Capital Management
Louisiana
$10.4M -$71.1K -320 -0.7%
MFA
2541
Morling Financial Advisors
California
$10.4M +$1.03M +4,646 +11%
WFI
2542
West Family Investments
California
$10.4M +$365K +1,644 +4%
GWM
2543
Glass Wealth Management
Texas
$10.4M +$90K +405 +0.9%
LA
2544
Lynch & Associates
Indiana
$10.4M -$5.11K -23 -0%
LCM
2545
LCM Capital Management
Illinois
$10.4M +$190K +857 +2%
LGA
2546
Lebenthal Global Advisors
New York
$10.4M -$890K -4,007 -8%
CWP
2547
Curated Wealth Partners
California
$10.4M -$573K -2,579 -5%
AWM
2548
Atticus Wealth Management
Florida
$10.4M -$181K -814 -2%
TC
2549
Truvestments Capital
Florida
$10.4M +$992K +4,466 +11%
GWM
2550
GSB Wealth Management
Connecticut
$10.4M +$44.4K +200 +0.4%