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 %
HA
3126
Helium Advisors
Washington
$6.58M -$675K -3,040 -9%
MAG
3127
Mayfair Advisory Group
Alabama
$6.58M -$160K -720 -2%
WLIM
3128
White Lighthouse Investment Management
Massachusetts
$6.56M -$393K -1,770 -6%
SWM
3129
Shepherd Wealth Management
Ohio
$6.56M +$4.07M +18,331 +163%
NCM
3130
NCM Capital Management
New Jersey
$6.56M -$1.64M -7,391 -20%
AAM
3131
Auxier Asset Management
Oregon
$6.56M +$571K +2,570 +10%
TA
3132
TFB Advisors
Kansas
$6.56M +$28.4K +128 +0.4%
NAMNJ
3133
NorthStar Asset Management (New Jersey)
New Jersey
$6.55M +$207K +933 +3%
S
3134
Sachetta
Massachusetts
$6.55M -$461K -2,077 -7%
FFP
3135
Forbes Financial Planning
Rhode Island
$6.55M +$1.2M +4,570 +22%
NRC
3136
New Republic Capital
North Carolina
$6.53M -$11.8K -53 -0.2%
WCM
3137
Windsor Capital Management
Arizona
$6.53M +$1.21M +5,437 +23%
EWM
3138
Echo Wealth Management
Minnesota
$6.53M -$570K -2,565 -8%
HI
3139
Harper Investing
California
$6.52M +$504K +2,269 +8%
ONSWM
3140
Old North State Wealth Management
North Carolina
$6.52M +$426K +1,914 +7%
TFA
3141
TPG Financial Advisors
Oregon
$6.52M -$83.5K -376 -1%
WI
3142
Westbourne Investments
Virginia
$6.51M -$310K -1,397 -5%
NBWM
3143
North Berkeley Wealth Management
California
$6.51M -$184K -830 -3%
EGM
3144
Engineers Gate Manager
New York
$6.49M +$2.09M +9,402 +47%
WIA
3145
Wealthedge Investment Advisors
New York
$6.49M -$591K -2,659 -8%
BIM
3146
Barton Investment Management
Pennsylvania
$6.48M
WCM
3147
Weaver Capital Management
Georgia
$6.48M +$1.92M +8,659 +42%
MS
3148
Marshall & Sullivan
Washington
$6.48M +$231K +1,042 +4%
CFCI
3149
Comprehensive Financial Consultants Institutional
Indiana
$6.46M +$57.1K +257 +0.9%
TIM
3150
Total Investment Management
Arizona
$6.45M -$354K -1,594 -5%