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 %
CCAM
2551
Cascades Capital Asset Management
North Carolina
$10.4M -$85.7K -386 -0.8%
LFP
2552
Leeward Financial Partners
Washington
$10.4M +$222K +999 +2%
RFN
2553
RDA Financial Network
Iowa
$10.4M +$265K +1,194 +3%
PVM
2554
Palogic Value Management
Texas
$10.4M -$468K -2,107 -4%
POIA
2555
Pin Oak Investment Advisors
Texas
$10.3M +$3.98M +18,452 +63%
GI
2556
GS Investments
Minnesota
$10.3M -$87.3K -393 -0.8%
GAG
2557
Goodman Advisory Group
Massachusetts
$10.3M -$366K -1,648 -3%
BP
2558
BWM Planning
Texas
$10.2M -$133K -597 -1%
GP
2559
Greenline Partners
New York
$10.2M +$1.07M +4,830 +12%
PSF
2560
Pacific Sun Financial
California
$10.2M +$161K +727 +2%
AF
2561
Ally Financial
Michigan
$10.2M +$7.77M +35,000 +318%
OM
2562
OV Management
Minnesota
$10.2M +$925K +4,163 +10%
MCA
2563
Magnolia Capital Advisors
Mississippi
$10.2M -$176K -794 -2%
NIA
2564
NIA Impact Advisors
California
$10.2M -$731K -3,292 -7%
COI
2565
Connable Office Inc
Michigan
$10.2M -$1.01M -4,545 -9%
CWMGO
2566
Capstone Wealth Management Group (Oregon)
Oregon
$10.2M -$397K -1,785 -4%
BAM
2567
Bosun Asset Management
Illinois
$10.1M +$6.13M +27,581 +152%
FWA
2568
FSM Wealth Advisors
Ohio
$10.1M +$1.16M +5,219 +13%
ATIA
2569
American Trust Investment Advisors
New Hampshire
$10.1M -$143K -644 -1%
AB
2570
ANB Bank
Colorado
$10.1M -$539K -2,428 -5%
CA
2571
Centerpoint Advisors
Massachusetts
$10.1M -$339K -1,528 -3%
HWM
2572
Heirloom Wealth Management
Colorado
$10.1M +$350K +1,575 +4%
JWM
2573
Jupiter Wealth Management
Colorado
$10.1M -$2.53M -12,139 -20%
PCA
2574
Purkiss Capital Advisors
Connecticut
$10.1M +$2.23M +10,037 +28%
GGHC
2575
Gilder Gagnon Howe & Co
New York
$10.1M -$236K -1,061 -2%