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 %
KTC
3076
Kentucky Trust Company
Kentucky
$6.76M -$59.8K -269 -0.9%
SCP
3077
Shorepoint Capital Partners
Massachusetts
$6.76M +$78.9K +355 +1%
APW
3078
Aurora Private Wealth
New Jersey
$6.75M -$638K -2,873 -9%
JFA
3079
JNBA Financial Advisors
Minnesota
$6.75M -$65.8K -296 -1%
SFWC
3080
Strategic Family Wealth Counselors
New Jersey
$6.75M +$120K +542 +2%
Fiera Capital (Canada)
3081
Fiera Capital (Canada)
Quebec, Canada
$6.75M -$82.6K -372 -1%
PWM
3082
Pines Wealth Management
North Carolina
$6.75M -$137K -792 -2%
OCPWS
3083
One Charles Private Wealth Services
Massachusetts
$6.74M +$827K +3,724 +14%
BAM
3084
Byrne Asset Management
New Jersey
$6.74M -$346K -1,556 -5%
MQWP
3085
Morey & Quinn Wealth Partners
Nebraska
$6.74M +$49.3K +222 +0.7%
FOA
3086
Five Oceans Advisors
California
$6.74M +$41.5K +187 +0.6%
SKK
3087
Shepherd Kaplan Krochuk
Massachusetts
$6.74M -$52.6K -237 -0.8%
SI
3088
Symmetry Investments
Jersey
$6.73M +$498K +2,240 +8%
AIM
3089
AHL Investment Management
Florida
$6.73M -$24.7K -111 -0.4%
CWA
3090
CM Wealth Advisors
Ohio
$6.72M -$52.2K -235 -0.8%
AWMG
3091
Alliance Wealth Management Group
New Jersey
$6.71M -$355K -1,600 -5%
HWMC
3092
Heritage Wealth Management (California)
California
$6.7M +$967K +4,355 +17%
EL
3093
Essex LLC
Illinois
$6.7M -$56.6K -255 -0.8%
SCM
3094
Seascape Capital Management
New Hampshire
$6.7M -$86.6K -390 -1%
PI
3095
Pettee Investors
Connecticut
$6.69M -$1.48M -6,650 -18%
1WM
3096
1858 Wealth Management
Ohio
$6.68M -$449K -2,022 -6%
BCM
3097
Barrier Capital Management
California
$6.67M +$6.67M +30,048 New
RA
3098
Ruggaard & Associates
Ohio
$6.67M -$214K -965 -3%
MSA
3099
McAlister Sweet & Associates
Texas
$6.67M -$186K -837 -3%
SRWM
3100
Shira Ridge Wealth Management
California
$6.67M +$80.4K +362 +1%