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 %
GFWA
3176
Grey Fox Wealth Advisors
Delaware
$6.31M +$108K +485 +2%
HFBOT
3177
Home Federal Bank of Tennessee
Tennessee
$6.3M +$88.9K +400 +1%
WAM
3178
WFA Asset Management
Wisconsin
$6.3M +$707K +4,121 +13%
PEAK6
3179
PEAK6
Illinois
$6.29M +$6.29M +28,320 +944,000%
BWA
3180
Beam Wealth Advisors
Louisiana
$6.29M -$704K -3,171 -10%
RLWM
3181
RF&L Wealth Management
Massachusetts
$6.28M
PA
3182
PSI Advisors
Florida
$6.28M -$530K -2,384 -8%
PSFG
3183
Park Square Financial Group
Georgia
$6.27M -$65.3K -294 -1%
FFA
3184
Florida Financial Advisors
Florida
$6.27M +$276K +1,244 +5%
RCM
3185
Regency Capital Management
Hawaii
$6.26M -$235K -1,060 -4%
AOI
3186
Auto-Owners Insurance
Michigan
$6.26M
SWRP
3187
Summit Wealth & Retirement Planning
California
$6.26M -$12K -54 -0.2%
IP
3188
Interval Partners
New York
$6.26M +$6.26M +28,168 New
WFA
3189
WMG Financial Advisors
Tennessee
$6.25M +$138K +621 +2%
PRA
3190
Pine Ridge Advisers
New York
$6.25M -$4.58M -20,640 -42%
AR
3191
Advisory Research
Illinois
$6.23M +$4.64M +20,875 +290%
CA
3192
CWC Advisors
Oregon
$6.22M +$976K +4,395 +19%
CGH
3193
CMG Global Holdings
Texas
$6.22M -$410K -1,966 -6%
RCS
3194
Retirement Capital Strategies
California
$6.22M -$12.4K -56 -0.2%
LSA
3195
Lion Street Advisors
Texas
$6.21M +$478K +2,150 +8%
SPA
3196
Sentinel Pension Advisors
Massachusetts
$6.2M +$34.7K +156 +0.6%
CA
3197
Clune & Associates
Illinois
$6.2M -$272K -1,223 -4%
RCA
3198
Runnymede Capital Advisors
Ohio
$6.2M -$114K -514 -2%
BIA
3199
Bell Investment Advisors
California
$6.2M -$26.4K -119 -0.4%
BWA
3200
Burt Wealth Advisors
Maryland
$6.2M +$101K +454 +2%