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 %
FWP
3251
Firethorn Wealth Partners
Georgia
$5.91M +$228K +1,027 +4%
CFP
3252
Curran Financial Partners
South Carolina
$5.91M +$183K +825 +3%
LIA
3253
Lynx Investment Advisory
District of Columbia
$5.91M +$46.6K +210 +0.8%
RFS
3254
Richardson Financial Services
Massachusetts
$5.91M -$6.22K -28 -0.1%
MAM
3255
MWA Asset Management
Massachusetts
$5.9M -$70.9K -319 -1%
FWM
3256
Fonville Wealth Management
Virginia
$5.89M +$938K +4,332 +19%
TFA
3257
Trinity Financial Advisors
Ohio
$5.89M +$106K +524 +2%
AWM
3258
Affinity Wealth Management
Delaware
$5.89M -$68K -306 -1%
FGAM
3259
Financial Gravity Asset Management
Texas
$5.88M +$5.88M +26,492 New
PA
3260
Parkside Advisors
California
$5.88M -$883K -3,976 -13%
AWC
3261
Adamsbrown Wealth Consultants
Kansas
$5.87M -$232K -1,046 -4%
CCP
3262
Clarity Capital Partners
California
$5.87M +$3.33K +15 +0.1%
PMA
3263
Prudent Man Advisors
Illinois
$5.86M +$249K +1,101 +4%
MCM
3264
Mendel Capital Management
Arkansas
$5.86M +$236K +1,061 +4%
FA
3265
Financial Advisors
Massachusetts
$5.84M -$10.2K -46 -0.2%
CP
3266
Capital Planning
Washington
$5.84M -$228K -1,027 -4%
WSA
3267
Warm Springs Advisors
California
$5.83M -$1.66M -7,464 -22%
FAFN
3268
First Affirmative Financial Network
Colorado
$5.83M -$223K -1,002 -4%
AWM
3269
Act Wealth Management
Texas
$5.82M -$339K -1,527 -6%
PFA
3270
Pinnacle Family Advisors
Missouri
$5.81M -$1.11K -5 -0%
SWP
3271
ShoreHaven Wealth Partners
New Jersey
$5.81M -$113K -508 -2%
CCB
3272
Cutter & Co Brokerage
Missouri
$5.8M -$1.37M -6,157 -19%
PP
3273
PrairieView Partners
Minnesota
$5.8M +$155K +698 +3%
LGW
3274
Leslie Global Wealth
Illinois
$5.79M +$61.3K +276 +1%
RI
3275
Redwood Investments
Massachusetts
$5.78M -$256K -1,154 -4%