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 %
FUBT
2776
First United Bank & Trust
Maryland
$8.56M -$161K -725 -2%
FCMT
2777
Founders Capital Management (Texas)
Texas
$8.56M -$75.7K -341 -0.9%
PWAM
2778
Pinnacle West Asset Management
Wyoming
$8.56M -$33.3K -150 -0.4%
AIM
2779
Aurora Investment Managers
Florida
$8.56M -$147K -663 -2%
LI
2780
LifeWealth Investments
Florida
$8.56M +$3.08M +13,888 +56%
LFP
2781
Lakeshore Financial Planning
Michigan
$8.55M +$1.22M +5,505 +17%
CPA
2782
Cathy Pareto & Associates
Florida
$8.54M +$715K +3,219 +9%
SH
2783
SLT Holdings
Arizona
$8.54M +$498K +2,244 +6%
MA
2784
McBroom & Associates
Nevada
$8.52M +$154K +695 +2%
HA
2785
Harfst & Associates
Wyoming
$8.51M -$57.3K -258 -0.7%
BC
2786
Brio Consultants
California
$8.5M -$90.4K -407 -1%
WAC
2787
William Allan Corp
Colorado
$8.5M +$4.22K +19 +0%
MLA
2788
My Legacy Advisors
Oregon
$8.5M +$319K +1,436 +4%
PCWA
2789
Pacific Capital Wealth Advisors
California
$8.49M +$15.3K +69 +0.2%
CGIM
2790
Capital Group Investment Management
Singapore
$8.48M +$1.81M +8,144 +27%
LA
2791
Lindenwold Advisors
Pennsylvania
$8.48M -$342K -1,540 -4%
PWM
2792
PBMares Wealth Management
Virginia
$8.48M -$1.02M -4,611 -11%
CP
2793
Creekside Partners
California
$8.48M -$4.89K -22 -0.1%
CCA
2794
Corps Capital Advisors
Texas
$8.47M -$666K -2,999 -7%
RDFA
2795
Ritter Daniher Financial Advisory
Ohio
$8.47M -$30.4K -137 -0.4%
PSB
2796
Piscataqua Savings Bank
New Hampshire
$8.44M -$307K -1,382 -4%
RFA
2797
Resurgent Financial Advisors
Georgia
$8.43M -$133K -598 -2%
BIA
2798
Beacon Investment Advisors
Maryland
$8.41M +$12K +54 +0.1%
MCA
2799
MSH Capital Advisors
Arizona
$8.4M -$1.16M -5,235 -12%
CPC
2800
Congress Park Capital
New York
$8.4M -$925K -4,166 -10%