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 %
PFM
2851
Peak Financial Management
Massachusetts
$7.99M -$842K -3,792 -10%
GWCM
2852
Godshalk Welsh Capital Management
Pennsylvania
$7.99M -$241K -1,084 -3%
TFF
2853
The Family Firm
Maryland
$7.99M +$1.56K +7 +0%
LWMI
2854
Landmark Wealth Management (Illinois)
Illinois
$7.99M
LS
2855
Leelyn Smith
Illinois
$7.98M -$87.3K -393 -1%
1WM
2856
1900 Wealth Management
Texas
$7.97M +$1.05M +4,739 +15%
MG
2857
McHugh Group
Ohio
$7.97M -$122K -550 -2%
KCPT
2858
Kingstone Capital Partners Texas
Texas
$7.96M -$30K -135 -0.4%
WCG
2859
Weaver Consulting Group
California
$7.96M -$73.1K -329 -0.9%
MFG
2860
Midwest Financial Group
Kansas
$7.95M -$260K -1,170 -3%
GWA
2861
Gratus Wealth Advisors
Virginia
$7.95M -$72.9K -328 -0.9%
SIM
2862
Sentry Investment Management
Wisconsin
$7.95M -$3.53M -19,471 -31%
LIG
2863
Lokken Investment Group
Delaware
$7.94M -$54.4K -245 -0.7%
BFF
2864
Byrne Financial Freedom
Massachusetts
$7.94M -$183K -822 -2%
HL
2865
HeadInvest LLC
Maine
$7.94M -$553K -2,488 -7%
OCM
2866
Orser Capital Management
Texas
$7.93M -$31.1K -140 -0.4%
GWP
2867
Gateway Wealth Partners
Wisconsin
$7.92M +$151K +681 +2%
TFA
2868
Transamerica Financial Advisors
Florida
$7.92M -$197K -889 -2%
WBCM
2869
Wilson & Boucher Capital Management
California
$7.89M -$279K -1,254 -3%
CCM
2870
Chaney Capital Management
Washington
$7.89M -$5.11K -23 -0.1%
TWM
2871
Trueblood Wealth Management
Ohio
$7.89M +$43.3K +195 +0.6%
FIA
2872
FPC Investment Advisory
California
$7.89M -$337K -1,695 -4%
AAIM
2873
Asset Advisors Investment Management
Georgia
$7.89M -$55.1K -248 -0.7%
EA
2874
Ellsworth Advisors
Ohio
$7.88M +$73.3K +330 +0.9%
TAM
2875
Townsend Asset Management
North Carolina
$7.87M -$290K -1,306 -4%