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 %
ES
2826
Eagle Strategies
New York
$8.24M +$49.1K +221 +0.6%
NGM
2827
North Growth Management
British Columbia, Canada
$8.24M
PC
2828
Promethos Capital
Massachusetts
$8.23M -$224K -1,010 -3%
SIC
2829
Samalin Investment Counsel
New York
$8.22M +$712K +3,205 +9%
AWM
2830
Arista Wealth Management
Nevada
$8.22M +$59.8K +269 +0.7%
GBWM
2831
Granite Bay Wealth Management
New Hampshire
$8.22M +$92.2K +415 +1%
IWS
2832
Insight Wealth Strategies
California
$8.22M -$218K -981 -3%
VIA
2833
Victrix Investment Advisors
Florida
$8.21M -$73.9K -336 -0.9%
SGWM
2834
Sterling Group Wealth Management
California
$8.2M +$1.56K +7 +0%
EFA
2835
Evernest Financial Advisors
Indiana
$8.2M -$25.1M -112,895 -75%
SIG
2836
Sky Investment Group
Connecticut
$8.17M -$209K -939 -2%
HIMS
2837
Hager Investment Management Services
New Hampshire
$8.17M -$739K -3,326 -8%
EIG
2838
Ellenbecker Investment Group
Wisconsin
$8.15M -$47.3K -213 -0.6%
WPA
2839
Wealth Preservation Advisors
Tennessee
$8.14M +$8.14M +36,655 New
SIM
2840
Studio Investment Management
Illinois
$8.13M -$122K -548 -1%
IPAM
2841
Investment Partners Asset Management
New Jersey
$8.07M -$75.3K -339 -0.9%
TWP
2842
Tempus Wealth Planning
California
$8.06M +$80.4K +362 +1%
OPWM
2843
Oxinas Partners Wealth Management
Indiana
$8.06M +$269K +1,212 +3%
ACM
2844
Alcosta Capital Management
California
$8.05M -$43.1K -194 -0.5%
CHJWM
2845
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.04M -$28.8K -148 -0.4%
PWMG
2846
Private Wealth Management Group
New Jersey
$8.03M -$1.12M -5,064 -12%
CFG
2847
Clayton Financial Group
Missouri
$8.02M -$24.2K -109 -0.3%
MWA
2848
MFA Wealth Advisors
Pennsylvania
$8.02M +$373K +1,680 +5%
CFG
2849
Cambridge Financial Group
Ohio
$8M -$57.8K -260 -0.7%
SAM
2850
Seelaus Asset Management
New Jersey
$7.99M +$11.8K +53 +0.1%