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 %
FSCM
3026
Front Street Capital Management
Montana
$7.01M -$278K -1,256 -4%
SIA
3027
Schear Investment Advisers
Ohio
$6.97M -$283K -1,273 -4%
JCM
3028
Jacobsen Capital Management
Utah
$6.97M +$86.2K +388 +1%
GWWM
3029
Great Waters Wealth Management
Minnesota
$6.97M -$1.31M -5,886 -16%
SNBOSCI
3030
Security National Bank of Sioux City Iowa
Iowa
$6.97M -$889 -4 -0%
IIL
3031
Insight Inv LLC
California
$6.96M +$3.81M +37,617 +121%
NED
3032
Nancy E. Dempze
$6.96M +$59.3K +267 +0.9%
MWM
3033
MGB Wealth Management
Texas
$6.96M +$70.6K +319 +1%
JF
3034
Jericho Financial
Ohio
$6.95M +$160K +719 +2%
WWC
3035
Waypoint Wealth Counsel
Georgia
$6.95M +$90K +405 +1%
CM
3036
Columbus Macro
Pennsylvania
$6.95M -$448K -2,016 -6%
TCWM
3037
Total Clarity Wealth Management
Illinois
$6.94M
SFG
3038
Sather Financial Group
Texas
$6.94M +$327K +1,473 +5%
LRWA
3039
Long Run Wealth Advisors
New York
$6.94M +$659K +2,969 +11%
RSA
3040
River Street Advisors
Illinois
$6.94M +$76.4K +344 +1%
FWM
3041
Forefront Wealth Management
Pennsylvania
$6.94M -$64.2K -289 -0.9%
SWA
3042
Strategies Wealth Advisors
Michigan
$6.93M +$5.82M +26,219 +526%
LF
3043
LifeSteps Financial
California
$6.93M -$689K -3,101 -9%
GCA
3044
Gallagher Capital Advisors
Texas
$6.92M -$95.7K -431 -1%
BFS
3045
BridgePort Financial Solutions
Iowa
$6.92M +$59.1K +266 +0.9%
JCFM
3046
JBR Co Financial Management
Oklahoma
$6.92M +$158K +710 +2%
EA
3047
Ergawealth Advisors
Illinois
$6.92M -$60.6K -273 -0.9%
EPIME
3048
Evelyn Partners Investment Management (Europe)
$6.91M +$6.91M +690 New
TSWM
3049
Triangle Securities Wealth Management
North Carolina
$6.9M +$45.3K +204 +0.7%
GWS
3050
Greykasell Wealth Strategies
California
$6.89M +$70.4K +317 +1%