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 %
SMA
2626
Seven Mile Advisory
New Jersey
$9.7M +$245K +1,101 +3%
HFS
2627
Heritage Financial Services
Massachusetts
$9.69M +$1.05M +4,711 +12%
AP
2628
Advisors Preferred
Maryland
$9.68M +$9.68M +43,380 New
GPFA
2629
Game Plan Financial Advisors
Ohio
$9.68M -$735K -3,310 -7%
PWA
2630
Providence Wealth Advisors
Illinois
$9.67M -$69.7K -314 -0.7%
SCP
2631
Sivia Capital Partners
California
$9.67M +$586K +2,637 +6%
ITC
2632
Inspire Trust Company
Nevada
$9.67M +$2.09M +9,399 +28%
WIC
2633
WealthBridge Investment Counsel
Alberta, Canada
$9.66M -$20.7K -93 -0.2%
NSB
2634
Norway Savings Bank
Maine
$9.66M -$394K -1,775 -4%
EFMC
2635
Empire Financial Management Company
New York
$9.66M -$339K -1,526 -3%
OC
2636
Opinicus Capital
Florida
$9.66M -$166K -747 -2%
EA
2637
Enclave Advisors
Texas
$9.64M -$1.09M -4,887 -10%
CC
2638
Cornerstone Capital
California
$9.64M -$826K -3,718 -8%
BWM
2639
Bulltick Wealth Management
Florida
$9.59M -$2.43M -10,940 -20%
WPIC
2640
White Pine Investment Company
Michigan
$9.56M -$219K -986 -2%
DWM
2641
Dynasty Wealth Management
Florida
$9.55M +$2.93M +13,185 +44%
NCM
2642
Northwest Capital Management
Oregon
$9.55M -$30.9K -139 -0.3%
WCM
2643
Wisconsin Capital Management
Wisconsin
$9.54M -$690K -3,105 -7%
SFS
2644
Security Financial Services
Indiana
$9.52M +$28.7K +129 +0.3%
I
2645
InvesTrust
Oklahoma
$9.51M -$99.5K -448 -1%
WAOTB
2646
Wealth Advisors of Tampa Bay
Florida
$9.5M -$505K -2,275 -5%
BCM
2647
Banyan Capital Management
Georgia
$9.48M -$259K -1,168 -3%
OWMIAS
2648
One Wealth Management Investment & Advisory Services
Florida
$9.47M +$171K +769 +2%
AG
2649
Advocate Group
Minnesota
$9.44M -$1.36M -6,113 -13%
KWM
2650
Kingsman Wealth Management
Florida
$9.42M +$9.42M +42,415 New