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 %
HCM
3201
Hengehold Capital Management
Ohio
$6.18M +$155K +700 +3%
BOM
3202
Bank of Marin
California
$6.18M -$19.8K -89 -0.3%
RAM
3203
Ramirez Asset Management
New York
$6.18M -$30.7K -138 -0.5%
TMWM
3204
Taylor & Morgan Wealth Management
Michigan
$6.16M -$106K -478 -2%
WW
3205
Westshore Wealth
California
$6.16M +$222 +1 +0%
FB
3206
First Bancorp
Maine
$6.16M -$170K -766 -3%
SA
3207
SFI Advisors
New Jersey
$6.16M +$8.66K +39 +0.1%
CFFP
3208
Center for Financial Planning
Michigan
$6.14M -$300K -1,350 -5%
MSK
3209
Melissa S. Kampmann
$6.14M -$164K -738 -3%
BW
3210
BostonPremier Wealth
Massachusetts
$6.13M -$11.1K -50 -0.2%
IPW
3211
IronBridge Private Wealth
Texas
$6.13M +$226K +1,017 +4%
EB
3212
Exchange Bank
California
$6.13M -$181K -814 -3%
4WM
3213
49 Wealth Management
Texas
$6.11M -$375K -1,686 -6%
MWM
3214
MOKAN Wealth Management
Kansas
$6.11M +$433K +1,948 +8%
HPM
3215
Hoxton Planning & Management
West Virginia
$6.11M -$88.4K -398 -1%
CH
3216
Canton Hathaway
Rhode Island
$6.1M +$1.2M +5,404 +25%
PIAS
3217
PCA Investment Advisory Services
Ohio
$6.09M +$1.03M +4,616 +20%
NTIC
3218
Napean Trading & Investment Company
Singapore
$6.09M -$2.8M -12,605 -31%
CCM
3219
Crew Capital Management
Ohio
$6.09M -$304K -1,370 -5%
SI
3220
Shaker Investments
Ohio
$6.08M -$1.18M -5,301 -16%
AFW
3221
Avantra Family Wealth
Pennsylvania
$6.08M -$96.2K -433 -2%
EFA
3222
Edge Financial Advisors
Illinois
$6.08M -$41.3K -186 -0.7%
SL
3223
Sentinus LLC
Illinois
$6.08M +$351K +1,579 +6%
FGWP
3224
Founders Grove Wealth Partners
Virginia
$6.07M -$55.5K -250 -0.9%
FPGT
3225
Financial Partners Group (Tennessee)
Tennessee
$6.07M -$713K -3,212 -11%