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, 2,001 increasing their positions, 3,058 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
2,001
Reduced
3,058
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 %
1NWS
2976
1 North Wealth Services
Maryland
$7.25M -$219K -985 -3%
IAS
2977
IMA Advisory Services
Colorado
$7.24M -$111K -501 -2%
AA
2978
Argent Advisors
Louisiana
$7.24M +$1.14M +5,145 +19%
AA
2979
Altman Advisors
Illinois
$7.24M +$131K +617 +2%
NLP
2980
Next Level Private
New York
$7.23M +$148K +668 +2%
AFA
2981
American Financial Advisors
Georgia
$7.23M -$162K -730 -2%
RP
2982
Riverbridge Partners
Minnesota
$7.23M +$76.6K +345 +1%
IAM
2983
Impact Asset Management
$7.22M +$1.46M +6,580 +25%
BCM
2984
Beck Capital Management
Texas
$7.2M -$2.02M -9,109 -22%
PB
2985
Pinnacle Bancorp
Nebraska
$7.2M -$150K -676 -2%
OIM
2986
Opus Investment Management
Massachusetts
$7.2M
AFS
2987
Aft Forsyth & Sober
Florida
$7.2M +$22.2K +100 +0.3%
CFSG
2988
Clark Financial Services Group
Missouri
$7.18M -$10.9K -49 -0.2%
LC
2989
LCNB Corp
Ohio
$7.18M -$155K -699 -2%
GWM
2990
Gitterman Wealth Management
New Jersey
$7.18M -$485K -2,182 -6%
CCG
2991
Coastwise Capital Group
California
$7.17M -$301K -1,356 -4%
KFG
2992
Kelly Financial Group
Connecticut
$7.17M +$5.27M +23,745 +278%
FSG
2993
Financial Strategies Group
Michigan
$7.17M +$455K +2,252 +7%
EL
2994
EWA LLC
Pennsylvania
$7.17M +$1.26M +5,660 +21%
PWA
2995
Phoenix Wealth Advisors
North Carolina
$7.16M -$159K -716 -2%
SH
2996
SeaTown Holdings
Singapore
$7.16M
LCM
2997
Legato Capital Management
California
$7.15M +$885K +3,985 +14%
API
2998
Asset Planning Inc
California
$7.15M -$34.9K -157 -0.5%
SSW
2999
Smith Shellnut Wilson
Mississippi
$7.14M +$2.67K +12 +0%
EFM
3000
Eley Financial Management
Vermont
$7.14M +$35.9K +161 +0.5%