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 %
F8IS
3151
Figure 8 Investment Strategies
Idaho
$6.45M -$412K -1,854 -6%
NAG
3152
Northstar Advisory Group
New Jersey
$6.45M -$1.28M -5,752 -17%
HCM
3153
Hudson Capital Management
New Jersey
$6.45M +$94K +423 +1%
HFM
3154
Hartford Funds Management
Pennsylvania
$6.44M +$973K +4,381 +18%
SDWMA
3155
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.43M +$28.2K +127 +0.4%
LJCM
3156
Lee Johnson Capital Management
Texas
$6.43M +$445K +2,002 +7%
LA
3157
Lifeworks Advisors
Michigan
$6.43M +$335K +1,509 +6%
SR
3158
Syntax Research
Florida
$6.42M -$84.2K -379 -1%
LC
3159
Landaas & Company
Wisconsin
$6.41M -$89.3K -402 -1%
FWM
3160
FFT Wealth Management
Pennsylvania
$6.41M +$2.08M +9,355 +48%
SI
3161
Seeds Investor
New York
$6.39M -$377K -1,695 -6%
DAM
3162
Deltec Asset Management
New York
$6.37M -$4.89K -22 -0.1%
RBWA
3163
RFG - Bristol Wealth Advisors
Massachusetts
$6.37M -$5.11K -23 -0.1%
VDI
3164
Vaughan David Investments
Illinois
$6.37M -$480K -2,161 -7%
TIM
3165
Tevis Investment Management
Texas
$6.36M
BIA
3166
Bigelow Investment Advisors
Maine
$6.35M +$60.6K +273 +1%
CWG
3167
Crown Wealth Group
North Carolina
$6.35M -$238K -1,072 -4%
PFA
3168
Plotkin Financial Advisors
Maryland
$6.35M -$27.1K -122 -0.4%
WHCI
3169
W.H. Cornerstone Investments
Massachusetts
$6.34M -$61.8K -278 -1%
BHB
3170
Bank Hapoalim BM
Israel
$6.34M -$1.67M -7,510 -21%
BFWA
3171
Benchmark Financial Wealth Advisors
Florida
$6.33M -$2.15M -9,660 -25%
LWM
3172
Lakeridge Wealth Management
Ohio
$6.32M -$97.5K -439 -2%
WR
3173
WD Rutherford
Oregon
$6.32M -$115K -568 -2%
ACM
3174
Ascent Capital Management
Oregon
$6.32M +$41.3K +186 +0.7%
WDL
3175
Well Done LLC
Michigan
$6.31M -$114K -455 -2%