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 %
RHP
3276
Royal Harbor Partners
Texas
$5.78M -$271K -1,218 -4%
PCM
3277
Park Capital Management
Wisconsin
$5.77M +$205K +924 +4%
EFP
3278
Elser Financial Planning
Indiana
$5.76M +$222K +1,001 +4%
FAG
3279
Fortitude Advisory Group
Washington
$5.75M -$31.7K -163 -0.5%
HCWM
3280
Hidden Cove Wealth Management
Washington
$5.75M +$4.89K +22 +0.1%
PPH
3281
Pure Portfolios Holdings
Oregon
$5.75M -$531K -2,391 -8%
AFA
3282
Allium Financial Advisors
Oregon
$5.75M +$5.75M +25,874 New
WIM
3283
Warwick Investment Management
Texas
$5.73M +$552K +2,486 +11%
EC
3284
EdgeRock Capital
Colorado
$5.73M -$428K -1,926 -7%
MPCA
3285
Madison Park Capital Advisors
Washington
$5.73M -$321K -1,443 -5%
AA
3286
Acorns Advisers
California
$5.73M +$912K +4,104 +19%
DA
3287
Doliver Advisors
Texas
$5.73M -$30.7K -138 -0.5%
PG
3288
Prostatis Group
Maryland
$5.73M -$139K -627 -2%
PWM
3289
Partners Wealth Management
California
$5.72M +$5.11K +23 +0.1%
PAA
3290
Peregrine Asset Advisers
Oregon
$5.71M -$2.08M -9,375 -27%
WWM
3291
Wagner Wealth Management
South Carolina
$5.71M -$14.4K -65 -0.3%
BCFS
3292
Butensky & Cohen Financial Security
Florida
$5.71M -$75.1K -338 -1%
UWPG
3293
Ullmann Wealth Partners Group
Florida
$5.7M -$514K -2,313 -8%
VIA
3294
Vickerman Investment Advisors
Washington
$5.7M +$981K +4,418 +21%
OFS
3295
Orrstown Financial Services
Pennsylvania
$5.7M -$620K -2,793 -10%
SF
3296
Symphony Financial
Texas
$5.69M -$9.34M -47,548 -62%
WFAG
3297
Worth Financial Advisory Group
North Carolina
$5.69M +$87.7K +395 +2%
BTWM
3298
Baker Tilly Wealth Management
Wisconsin
$5.69M +$49.8K +224 +0.9%
KAM
3299
Karani Asset Management
New York
$5.69M -$542K -2,440 -9%
GCS
3300
Gordian Capital (Singapore)
Singapore
$5.69M +$448K +2,050 +9%