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 %
PCI
2676
Planning Center Inc
Illinois
$9.21M -$56K -252 -0.6%
OFW
2677
Omnia Family Wealth
Florida
$9.2M +$970K +4,365 +12%
ACM
2678
Ayrshire Capital Management
Connecticut
$9.18M +$498K +2,240 +6%
CH
2679
Cromwell Holdings
Wyoming
$9.17M +$76.9K +346 +0.8%
OPW
2680
Oxler Private Wealth
New York
$9.17M -$70.6K -318 -0.8%
SF
2681
SWP Financial
California
$9.15M -$84.6K -381 -0.9%
WCAMG
2682
Woodard & Company Asset Management Group
North Carolina
$9.15M +$72.2K +325 +0.8%
FDS
2683
Freedom Day Solutions
Texas
$9.14M -$379K -1,704 -4%
KCG
2684
Kinsale Capital Group
Virginia
$9.12M +$257K +1,159 +3%
HC
2685
Headland Capital
South Carolina
$9.11M +$2.89K +13 +0%
WWM
2686
WT Wealth Management
Arizona
$9.11M -$55.5K -250 -0.6%
BWP
2687
Bernardo Wealth Planning
Pennsylvania
$9.08M +$28.7K +129 +0.3%
TCOK
2688
Trust Company of Kansas
Kansas
$9.07M -$302K -1,359 -3%
UBG
2689
United Bank (Georgia)
Georgia
$9.07M -$762K -3,429 -8%
AL
2690
ACAS LLC
California
$9.07M -$60.6K -284 -0.7%
JPLA
2691
Joseph P. Lucia & Associates
New York
$9.07M -$530K -2,384 -6%
CF
2692
Claris Financial
Virginia
$9.07M
WW
2693
Windle Wealth
Oklahoma
$9.06M -$568K -2,558 -6%
CA
2694
Cambridge Advisors
Nebraska
$9.03M +$84.4K +380 +0.9%
RFA
2695
ROI Financial Advisors
Oregon
$9.03M +$26.7K +120 +0.3%
IWM
2696
Integris Wealth Management
California
$9.02M -$56.4K -254 -0.6%
KFS
2697
Keynote Financial Services
Connecticut
$9.01M -$187K -840 -2%
OL
2698
OneFund LLC
Florida
$9.01M -$103K -464 -1%
GB
2699
Goepper Burkhardt
South Carolina
$9.01M -$5.78K -26 -0.1%
SHFA
2700
SC&H Financial Advisors
Maryland
$9.01M +$171K +770 +2%