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 %
APC
3101
Aspire Private Capital
North Carolina
$6.67M +$958K +4,311 +17%
FIM
3102
FWL Investment Management
Texas
$6.67M -$277K -1,247 -4%
BFAG
3103
Blackston Financial Advisory Group
Florida
$6.66M +$710K +3,195 +12%
BCFD
3104
Boit C.F. David
$6.66M
Betterment LLC
3105
Betterment LLC
New York
$6.66M +$588K +2,647 +10%
CCC
3106
Compass Capital Corp
Massachusetts
$6.66M -$1.68M -7,993 -20%
FLP
3107
Financial Life Planners
Arizona
$6.66M +$263K +1,184 +4%
OIS
3108
Okabena Investment Services
Minnesota
$6.65M +$1.6M +7,199 +32%
AWM
3109
Accel Wealth Management
Iowa
$6.65M -$5.78K -26 -0.1%
AIC
3110
Archer Investment Corporation
Indiana
$6.65M -$211K -950 -3%
AA
3111
Alesco Advisors
New York
$6.64M -$154K -693 -2%
GA
3112
Goldstein Advisors
Wisconsin
$6.63M -$284K -1,280 -4%
PTC
3113
Provident Trust Company
Wisconsin
$6.62M +$19.3K +87 +0.3%
QP
3114
Quartz Partners
New York
$6.61M +$697K +3,136 +12%
GFG
3115
Goldstone Financial Group
Illinois
$6.61M +$1.33M +5,977 +25%
CIG
3116
Cascade Investment Group
Colorado
$6.61M -$170K -766 -3%
PAWA
3117
Palo Alto Wealth Advisors
California
$6.61M -$727K -3,409 -10%
SW
3118
StrongBox Wealth
Missouri
$6.61M -$424K -1,907 -6%
SIP
3119
Stoneridge Investment Partners
Pennsylvania
$6.61M -$9.15M -41,193 -58%
LAS
3120
LWM Advisory Services
Florida
$6.6M -$602K -2,708 -8%
BC
3121
Bowman & Company
Wisconsin
$6.59M +$189K +852 +3%
CWA
3122
Centennial Wealth Advisory
Michigan
$6.59M +$252K +1,136 +4%
HWM
3123
Hohimer Wealth Management
Washington
$6.59M -$3.58M -16,097 -35%
MPPW
3124
Mitchell & Pahl Private Wealth
Oklahoma
$6.59M -$85.7K -386 -1%
EWP
3125
Elevation Wealth Partners
California
$6.59M -$331K -1,490 -5%