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 %
CAL
2701
Capital Advisors Ltd
Ohio
$9M +$153K +691 +2%
RB
2702
Rodgers Brothers
Pennsylvania
$8.99M -$28.7K -129 -0.3%
DOA
2703
D'Orazio & Associates
Virginia
$8.99M -$341K -1,534 -4%
CA
2704
Cresta Advisors
Texas
$8.98M -$155K -698 -2%
KBFS
2705
Kohmann Bosshard Financial Services
Ohio
$8.98M -$116K -523 -1%
ABLA
2706
Alan B. Lancz & Associates
Ohio
$8.96M -$265K -1,193 -3%
CF
2707
Convergence Financial
Missouri
$8.93M +$575K +2,588 +7%
MIC
2708
Maxi Investments CY
Cyprus
$8.93M +$8.93M +40,200 New
FFA
2709
Fi3 Financial Advisors
Indiana
$8.93M -$345K -1,555 -4%
MWP
2710
Madison Wealth Partners
Wisconsin
$8.93M +$21.1K +95 +0.2%
MAM
2711
Morse Asset Management
Connecticut
$8.92M +$123K +555 +1%
FLI
2712
Family Legacy Inc
South Carolina
$8.92M -$212K -953 -2%
SL
2713
Summitry LLC
California
$8.92M +$4.1M +18,461 +85%
CE
2714
Cornerstone Enterprises
Wisconsin
$8.92M +$435K +1,959 +5%
HCM
2715
Hall Capital Management
Rhode Island
$8.9M +$591K +2,661 +7%
ODIJL
2716
One Day In July LLC
Vermont
$8.9M -$345K -1,551 -4%
ECAM
2717
East Coast Asset Management
Massachusetts
$8.89M -$126K -568 -1%
CWM
2718
C2C Wealth Management
Arizona
$8.88M -$74.2K -334 -0.8%
DFCM
2719
Dark Forest Capital Management
Puerto Rico
$8.88M +$8.88M +39,979 New
OC
2720
Oarsman Capital
Wisconsin
$8.87M -$158K -713 -2%
LFGO
2721
Legacy Financial Group (Oklahoma)
Oklahoma
$8.85M -$52.9K -238 -0.6%
GAMC
2722
Garner Asset Management Corp
Texas
$8.84M -$827K -3,725 -9%
DWG
2723
Darden Wealth Group
Michigan
$8.82M -$245K -1,104 -3%
SCM
2724
Sone Capital Management
New York
$8.81M +$8.81M +39,664 New
MC
2725
Matisse Capital
Oregon
$8.81M -$106K -476 -1%