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 %
CCA
2876
Cadent Capital Advisors
Oklahoma
$7.86M -$1.27M -5,696 -14%
MHWM
2877
Montz Harcus Wealth Management
Louisiana
$7.85M +$318K +1,432 +4%
RPCONE
2878
Retirement Planning Company of New England
Rhode Island
$7.85M +$117K +528 +2%
TCM
2879
Towercrest Capital Management
Pennsylvania
$7.84M -$6.09M -27,406 -44%
PFG
2880
PAX Financial Group
Texas
$7.84M +$631K +2,839 +9%
CCM
2881
Colorado Capital Management
Colorado
$7.83M +$123K +554 +2%
HWM
2882
Howard Wealth Management
Connecticut
$7.83M -$56K -252 -0.7%
NCM
2883
Noesis Capital Mangement
Florida
$7.82M -$563K -2,533 -7%
ATWA
2884
Arbor Trust Wealth Advisors
Michigan
$7.81M -$281K -1,264 -3%
CFIA
2885
Cantor Fitzgerald Investment Advisors
New York
$7.8M -$1.48M -6,683 -16%
PVAMC
2886
PPS&V Asset Management Consultants
Michigan
$7.78M -$63.1K -284 -0.8%
TI
2887
tru Independence
Oregon
$7.77M +$44.2K +199 +0.6%
P
2888
Paradiem
Louisiana
$7.77M
VAF
2889
Values Added Financial
District of Columbia
$7.77M +$1.49M +6,701 +24%
SFG
2890
Shum Financial Group
California
$7.76M +$26.4K +119 +0.3%
VC
2891
Veracity Capital
Georgia
$7.75M -$284K -1,279 -4%
MFP
2892
Meridian Financial Partners
Virginia
$7.74M +$194K +873 +3%
CWA
2893
Clarus Wealth Advisors
Arizona
$7.74M +$196K +984 +3%
EML
2894
Eos Management LP
New York
$7.74M -$3.96M -17,813 -34%
FNBOH
2895
First National Bank of Hutchinson
Kansas
$7.73M -$111K -500 -1%
AWA
2896
Alta Wealth Advisors
Massachusetts
$7.73M -$738K -3,324 -9%
NF
2897
Nvest Financial
New Hampshire
$7.73M -$157K -706 -2%
WPW
2898
Warther Private Wealth
Ohio
$7.72M -$6.31M -28,394 -45%
ALA
2899
Atlas Legacy Advisors
California
$7.71M -$826K -3,718 -10%
CCG
2900
Catalina Capital Group
California
$7.71M -$10.1M -45,608 -57%