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 %
FFG
3226
Fortem Financial Group
California
$6.06M -$126K -566 -2%
CWM
3227
Cahaba Wealth Management
Georgia
$6.06M +$44.6K +201 +0.7%
CPG
3228
Cornerstone Planning Group
New Jersey
$6.06M +$464K +2,269 +8%
HBCM
3229
Heron Bay Capital Management
Michigan
$6.05M -$4.72M -21,255 -44%
RIM
3230
RW Investment Management
Idaho
$6.03M -$35.1K -158 -0.6%
Dodge & Cox
3231
Dodge & Cox
California
$6.03M +$728K +3,276 +14%
WFS
3232
Widmann Financial Services
Maryland
$6.03M -$143K -643 -2%
AWM
3233
Austin Wealth Management
Texas
$6.02M +$545K +2,617 +10%
DF
3234
Dunhill Financial
United Kingdom
$6M -$835K -3,759 -12%
RIM
3235
Rockbridge Investment Management
New York
$6M -$174K -782 -3%
DWA
3236
Delos Wealth Advisors
Texas
$6M -$13.8K -62 -0.2%
CPC
3237
CFC Planning Company
Indiana
$5.99M +$489K +2,203 +9%
GW
3238
Griffith & Werner
Georgia
$5.99M +$531K +2,390 +10%
CA
3239
Cortland Associates
Missouri
$5.98M -$186K -839 -3%
QFW
3240
QTR Family Wealth
Florida
$5.98M +$5.98M +26,933 New
USWG
3241
U.S. Wealth Group
New York
$5.98M -$317K -1,428 -5%
NA
3242
Nautilus Advisors
California
$5.97M -$212K -956 -3%
NWA
3243
New World Advisors
Massachusetts
$5.96M +$132K +593 +2%
BI
3244
Bradyco Inc
Massachusetts
$5.95M
MKC
3245
M. Kraus & Co
Vermont
$5.95M -$88K -396 -1%
MCM
3246
Magnolia Capital Management
New York
$5.94M -$64.4K -290 -1%
CIA
3247
Compass Ion Advisors
Pennsylvania
$5.93M -$37.3K -168 -0.6%
QFA
3248
Quattro Financial Advisors
Texas
$5.92M -$5.15M -23,190 -47%
CCM
3249
Check Capital Management
California
$5.92M -$251K -1,128 -4%
GAAM
3250
Guinness Atkinson Asset Management
California
$5.92M -$287K -1,292 -5%