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 %
LPFG
2801
Landing Point Financial Group
Ohio
$8.39M -$178K -803 -2%
BV
2802
Boxwood Ventures
Illinois
$8.38M
VW
2803
Vance Wealth
California
$8.38M +$116K +522 +1%
WF
2804
Wayfinding Financial
Washington
$8.37M -$137K -616 -2%
WDC
2805
Woodward Diversified Capital
California
$8.37M -$112K -504 -1%
UAML
2806
US Asset Management LLC
Pennsylvania
$8.37M -$28.9K -130 -0.3%
WQ
2807
Wealth Quarterback
New Jersey
$8.37M +$70.6K +318 +0.9%
MWM
2808
Marion Wealth Management
Pennsylvania
$8.36M +$276K +1,241 +3%
HAS
2809
HBW Advisory Services
California
$8.35M -$1.01M -4,545 -11%
SFWA
2810
Summit Financial Wealth Advisors
Louisiana
$8.34M -$32.9K -148 -0.4%
EIM
2811
Essex Investment Management
Massachusetts
$8.34M -$907K -4,084 -10%
PGA
2812
Portland Global Advisors
Maine
$8.33M -$326K -1,468 -4%
MFS
2813
Madrona Financial Services
Washington
$8.33M -$583K -2,624 -7%
PIMG
2814
Patriot Investment Management Group
Tennessee
$8.33M -$78.2K -352 -0.9%
Verition Fund Management
2815
Verition Fund Management
Connecticut
$8.32M -$247M -1,113,051 -97%
PMSA
2816
Patrick M. Sweeney & Associates
Illinois
$8.3M -$60.6K -273 -0.7%
BWAM
2817
Boyd Watterson Asset Management
Ohio
$8.29M -$1.2M -5,403 -13%
SIA
2818
SGL Investment Advisors
Montana
$8.29M +$229K +1,159 +3%
FF
2819
Farrow Financial
Vermont
$8.27M -$6.01M -27,074 -42%
OIM
2820
Orca Investment Management
Oregon
$8.27M -$65.5K -295 -0.8%
VCP
2821
Vista Capital Partners
Oregon
$8.27M -$106K -478 -1%
NF
2822
NavPoint Financial
Minnesota
$8.26M +$564K +2,537 +7%
MFS
2823
Mattson Financial Services
Michigan
$8.25M +$489K +2,200 +6%
OPA
2824
Old Port Advisors
Maine
$8.25M -$627K -2,821 -7%
BSHC
2825
Breed's Hill Capital
Massachusetts
$8.25M -$31.8K -143 -0.4%