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 %
BFA
3001
Beacon Financial Advisory
Ohio
$7.13M +$134K +603 +2%
BWM
3002
Baron Wealth Management
Michigan
$7.13M +$260K +1,171 +4%
SM
3003
Sensible Money
Arizona
$7.12M +$15.8K +71 +0.2%
CL
3004
CVFG LLC
Indiana
$7.12M +$97.1K +437 +1%
PRS
3005
Pinkerton Retirement Specialists
Idaho
$7.12M +$549K +2,471 +8%
AWP
3006
Abacus Wealth Partners
California
$7.11M -$410K -1,844 -5%
PA
3007
Prossimo Advisors
California
$7.11M -$20K -90 -0.3%
APW
3008
Acima Private Wealth
Virginia
$7.11M -$1.16M -5,232 -14%
IAG
3009
Investment Advisory Group
Massachusetts
$7.1M -$78K -351 -1%
MS
3010
Madden Securities
Texas
$7.09M -$16.7K -75 -0.2%
FF
3011
Farrell Financial
New York
$7.09M -$96.2K -433 -1%
CVM
3012
Cheviot Value Management
California
$7.09M -$35.8K -180 -0.5%
SIAG
3013
Signet Investment Advisory Group
Rhode Island
$7.09M -$819K -3,689 -10%
LFS
3014
Legacy Financial Strategies
Kansas
$7.08M +$163K +733 +2%
SFS
3015
Symphony Financial Services
Ohio
$7.07M +$88.2K +397 +1%
CFP
3016
Comprehensive Financial Planning
Pennsylvania
$7.07M -$231K -1,039 -3%
HIS
3017
Horizon Investment Services
Indiana
$7.07M -$171K -771 -2%
CAM
3018
Creekmur Asset Management
Illinois
$7.06M +$1.41M +6,362 +25%
GF
3019
Gries Financial
Ohio
$7.06M -$279K -1,256 -4%
ECM
3020
Exchange Capital Management
Michigan
$7.05M -$287K -1,293 -4%
CSPIA
3021
Cary Street Partners Investment Advisory
Virginia
$7.05M +$834K +3,753 +13%
VFM
3022
Vision Financial Markets
Connecticut
$7.04M +$145K +653 +2%
DA
3023
Dash Acquisitions
California
$7.04M -$1.1M -5,147 -13%
EWA
3024
Etesian Wealth Advisors
Oregon
$7.02M -$408K -1,838 -5%
CCWM
3025
Correct Capital Wealth Management
Missouri
$7.02M -$337K -1,519 -5%