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 %
TWP
3326
Triad Wealth Partners
Kansas
$5.58M +$347K +1,564 +7%
SAM
3327
Socorro Asset Management
Texas
$5.57M +$465K +2,093 +9%
LW
3328
Libra Wealth
California
$5.57M -$316K -1,422 -5%
CWM
3329
Castle Wealth Management
Florida
$5.57M +$129K +581 +2%
AAM
3330
Austin Asset Management
Texas
$5.56M -$45.3K -204 -0.8%
CWM
3331
Cranbrook Wealth Management
Michigan
$5.56M -$615K -2,769 -10%
SGCA
3332
Steel Grove Capital Advisors
Tennessee
$5.56M +$269K +1,210 +5%
CGFA
3333
Colton Groome Financial Advisors
North Carolina
$5.56M -$247K -1,161 -4%
MCM
3334
McRae Capital Management
New Jersey
$5.56M -$192K -866 -3%
KL
3335
KWMG LLC
Kansas
$5.56M +$76.6K +345 +1%
UC
3336
Unio Capital
New Jersey
$5.55M -$175K -790 -3%
HIM
3337
Herald Investment Management
United Kingdom
$5.55M
BHWM
3338
Beaird Harris Wealth Management
Texas
$5.54M -$374K -1,684 -6%
SCM
3339
Spreng Capital Management
Ohio
$5.54M -$499K -2,248 -8%
CCMI
3340
Creative Capital Management Investments
California
$5.53M -$352K -1,583 -6%
PA
3341
PFW Advisors
Georgia
$5.53M -$10.4K -47 -0.2%
ARG
3342
Advisory Resource Group
Oklahoma
$5.52M +$60.2K +271 +1%
KOC
3343
Koss-Olinger Consulting
Florida
$5.52M -$367K -1,651 -6%
AWA
3344
Archvest Wealth Advisors
California
$5.52M -$250K -1,124 -4%
FFG
3345
First Financial Group
North Carolina
$5.51M -$266K -1,197 -5%
VP
3346
Verum Partners
North Carolina
$5.51M +$202K +909 +4%
OWP
3347
ORG Wealth Partners
Texas
$5.5M +$2M +8,941 +57%
APF
3348
Alaska Permanent Fund
Alaska
$5.5M
TBNY
3349
Trustco Bank (New York)
New York
$5.49M +$32K +144 +0.6%
E3F
3350
Eight 31 Financial
Texas
$5.49M +$180K +809 +3%