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 %
IPW
2576
Impact Partnership Wealth
Georgia
$10.1M +$192K +865 +2%
CIM
2577
CIM Investment Management
Pennsylvania
$10.1M -$730K -3,288 -7%
SIG
2578
Spinnaker Investment Group
California
$10.1M -$317K -1,428 -3%
FPW
2579
Fairvoy Private Wealth
Alabama
$10.1M -$812K -3,654 -7%
SWIM
2580
Smallwood Wealth Investment Management
New Jersey
$10.1M +$136K +611 +1%
MWM
2581
Meritas Wealth Management
California
$10M -$55.3K -249 -0.5%
EFSCE
2582
Enterprise Financial Services Corp (EFSC)
Missouri
$10M -$196K -881 -2%
FA
2583
Faithward Advisors
Pennsylvania
$10M -$171K -772 -2%
HGWM
2584
Horst & Graben Wealth Management
Oregon
$10M +$538K +2,420 +6%
SA
2585
Sage Advisors
Colorado
$10M +$213K +959 +2%
PWA
2586
Provenance Wealth Advisors
Florida
$10M -$4.34M -19,545 -30%
NME
2587
Notis-McConarty Edward
$10M -$731K -3,290 -7%
KM
2588
KP Management
Minnesota
$10M
EBA
2589
Eagle Bay Advisors
New York
$9.97M -$1.49M -6,727 -13%
PRRFG
2590
Paul R. Ried Financial Group
Washington
$9.97M +$37.5K +169 +0.4%
RFM
2591
Royal Fund Management
Florida
$9.95M +$153K +689 +2%
SAM
2592
Summit Asset Management
Tennessee
$9.95M +$231K +1,041 +2%
PPWM
2593
Paragon Private Wealth Management
Kentucky
$9.95M +$511K +2,300 +5%
CIA
2594
Cohen Investment Advisors
New Hampshire
$9.94M +$960K +4,324 +11%
SCM
2595
Shorepath Capital Management
Utah
$9.93M -$60.9K -274 -0.6%
SNBOSD
2596
Security National Bank of So Dak
Iowa
$9.92M +$358K +1,611 +4%
LTI
2597
Laffer Tengler Investments
Tennessee
$9.92M -$1.54M -6,930 -13%
WFA
2598
WestHill Financial Advisors
California
$9.92M -$486K -2,189 -5%
SCG
2599
Sonata Capital Group
Washington
$9.91M -$164K -738 -2%
AFG
2600
ABLE Financial Group
Arizona
$9.91M -$44.6K -201 -0.4%