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 %
AWM
2726
Abound Wealth Management
Tennessee
$8.81M +$1.14M +5,115 +15%
NWM
2727
Northcape Wealth Management
New York
$8.8M -$306K -1,378 -3%
VPW
2728
Variant Private Wealth
Virginia
$8.79M -$28.9K -130 -0.3%
SMWM
2729
Silvia McColl Wealth Management
California
$8.79M -$67.3K -303 -0.8%
PWCM
2730
Processus Wealth & Capital Management
Tennessee
$8.78M +$122K +550 +1%
IFPG
2731
Intrepid Financial Planning Group
Indiana
$8.78M -$284K -1,278 -3%
MWP
2732
Meridian Wealth Partners
Pennsylvania
$8.77M -$1.13M -5,093 -11%
TPW
2733
Transatlantique Private Wealth
New York
$8.76M -$504K -2,267 -5%
PWM
2734
Parkshore Wealth Management
California
$8.76M +$6K +27 +0.1%
PC
2735
Pecaut & Co
Iowa
$8.76M -$837K -3,768 -9%
BWG
2736
Berry Wealth Group
Texas
$8.75M -$144K -650 -2%
AFC
2737
AFT Forsyth & Company
Florida
$8.75M -$23.3K -105 -0.3%
JBA
2738
Johnson Bixby & Associates
Washington
$8.75M -$41.1K -185 -0.5%
AIC
2739
Ayalon Insurance Company
Israel
$8.74M +$49.1K +221 +0.6%
EWA
2740
Encompass Wealth Advisors
Oregon
$8.73M -$58.4K -263 -0.7%
CIM
2741
Chapman Investment Management
California
$8.73M -$77.1K -347 -0.9%
KF
2742
KKM Financial
Illinois
$8.72M -$651K -2,962 -7%
TC
2743
Trilogy Capital
California
$8.72M +$603K +2,715 +7%
WGCA
2744
Wolf Group Capital Advisors
Virginia
$8.71M -$241K -1,084 -3%
LAM
2745
Lewis Asset Management
California
$8.71M -$941K -4,237 -10%
NPFS
2746
Novak & Powell Financial Services
Florida
$8.71M -$83.5K -376 -0.9%
BDL
2747
Banque de Luxembourg
Luxembourg
$8.7M -$556K -2,503 -6%
GAM
2748
Gould Asset Management
California
$8.7M +$21.8K +98 +0.3%
ATS
2749
Ashton Thomas Securities
New York
$8.69M +$198K +889 +2%
FCAS
2750
First Command Advisory Services
Texas
$8.67M -$49.5K -223 -0.6%