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 %
NWM
2926
NRI Wealth Management
California
$7.57M +$244K +1,098 +3%
NO
2927
Ninety One
South Africa
$7.56M -$2.53M -11,412 -25%
CASB
2928
Cape Ann Savings Bank
Massachusetts
$7.55M -$325K -1,465 -4%
AMAL
2929
Asset Management Advisors LLC
Oklahoma
$7.54M +$19.3K +87 +0.3%
M
2930
MATAURO
New York
$7.53M +$1.54M +6,941 +26%
DCM
2931
Delta Capital Management
New Jersey
$7.53M -$1.84M -8,270 -20%
SPFA
2932
Summit Place Financial Advisors
New Jersey
$7.51M +$37.8K +170 +0.5%
TFCP
2933
Twin Focus Capital Partners
Massachusetts
$7.51M -$5.99M -26,950 -44%
AL
2934
Arnhold LLC
New York
$7.51M
IF
2935
Integrity Financial
Wyoming
$7.5M +$531K +2,389 +8%
RC
2936
Rovin Capital
Arizona
$7.49M +$991K +4,463 +15%
CCA
2937
Cora Capital Advisors
New Jersey
$7.49M -$12K -54 -0.2%
AGP
2938
Aspire Growth Partners
Florida
$7.49M +$68.2K +347 +0.9%
CWA
2939
Choice Wealth Advisors
Maine
$7.48M -$14.9K -67 -0.2%
MCM
2940
Monument Capital Management
Virginia
$7.48M -$159K -715 -2%
KSB
2941
Kennebec Savings Bank
Maine
$7.47M -$17.3K -78 -0.2%
AGWCA
2942
Annis Gardner Whiting Capital Advisors
Florida
$7.47M -$315K -1,416 -4%
CWC
2943
Carolinas Wealth Consulting
North Carolina
$7.47M -$5.62M -25,281 -43%
RA
2944
RiverPark Advisors
New York
$7.46M +$176K +791 +2%
SWAG
2945
Spectrum Wealth Advisory Group
California
$7.44M +$26.2K +118 +0.4%
TFP
2946
Tilia Fiduciary Partners
North Carolina
$7.44M +$204K +919 +3%
HP
2947
Hilltop Partners
Indiana
$7.43M +$104K +468 +1%
LWM
2948
Lodestone Wealth Management
Washington
$7.43M +$79.3K +357 +1%
LRIC
2949
Long Road Investment Counsel
Michigan
$7.43M +$88.9K +400 +1%
DFA
2950
Davies Financial Advisors
California
$7.43M +$47.1K +212 +0.6%