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
74.84%
Holding in Top 10
3,116
Holding in Top 10 Change
-222
Holding in Top 10 Change %
-6.65%
% of All Funds
42.33%
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 %
O
301
Ossiam
France
$396M +$298M +1,341,202 +303%
HPC
302
HM Payson & Co
Maine
$396M +$1.75M +7,874 +0.4%
CWM
303
Congress Wealth Management
Massachusetts
$390M +$215M +967,724 +122%
WF
304
Welch & Forbes
Massachusetts
$387M -$3.45M -15,513 -0.9%
BCWM
305
Bartlett & Co Wealth Management
Ohio
$385M -$6.17M -27,770 -2%
MSE
306
MUFG Securities EMEA
United Kingdom
$384M -$18M -81,252 -4%
Hudson Bay Capital Management
307
Hudson Bay Capital Management
Connecticut
$382M -$74.4M -334,943 -16%
EWM
308
Evercore Wealth Management
New York
$378M -$10.5M -47,218 -3%
AWM
309
AE Wealth Management
Kansas
$376M +$14M +62,833 +4%
TPSF
310
Texas Permanent School Fund
Texas
$376M +$376M +1,769,573 New
BPA
311
Beacon Pointe Advisors
California
$368M -$28.7M -129,423 -7%
BIM
312
Bridges Investment Management
Nebraska
$366M -$9.96M -44,823 -3%
CWP
313
Capital Wealth Planning
Florida
$361M +$348M +1,566,654 +2,640%
RFC
314
Regions Financial Corp
Alabama
$360M +$1.74M +7,822 +0.5%
GC
315
Guggenheim Capital
Illinois
$359M -$92M -414,093 -20%
IMCOOI
316
Investment Management Corp of Ontario (IMCO)
Canada
$358M -$12M -54,136 -3%
Jane Street
317
Jane Street
New York
$355M +$106M +476,234 +42%
P
318
&Partners
Tennessee
$355M +$38.2M +175,358 +12%
Susquehanna International Group
319
Susquehanna International Group
Pennsylvania
$355M -$1.08B -4,867,623 -75%
FT
320
Fiduciary Trust
Massachusetts
$352M -$921K -4,146 -0.3%
NIM
321
NEOS Investment Management
Connecticut
$351M +$84.1M +378,420 +31%
RCM
322
Rokos Capital Management
United Kingdom
$350M +$350M +1,576,501 New
RIM
323
Rakuten Investment Management
Japan
$348M +$348M +1,596,512 New
AI
324
Axiom Investors
Connecticut
$340M -$42.4M -191,001 -11%
HWM
325
HB Wealth Management
Georgia
$338M +$68M +306,327 +25%