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 %
CWM
3401
Collaborative Wealth Management
Florida
$5.26M -$266K -1,196 -5%
HA
3402
Hofer & Associates
California
$5.26M +$22.4K +101 +0.4%
EWM
3403
Elmwood Wealth Management
California
$5.26M -$67.1K -302 -1%
WPA
3404
West Paces Advisors
Georgia
$5.26M -$70.4K -317 -1%
NFC
3405
Northstar Financial Companies
Pennsylvania
$5.25M -$3.59M -16,161 -41%
AC
3406
Addison Capital
Pennsylvania
$5.25M -$238K -1,070 -4%
ABWM
3407
Alpine Bank Wealth Management
Colorado
$5.25M +$5.25M +23,626 New
IIM
3408
Illumine Investment Management
Washington
$5.25M +$8K +36 +0.2%
DL
3409
DOHJ LLC
Washington
$5.25M +$491K +2,210 +10%
YP
3410
YANKCOM Partnership
South Dakota
$5.24M +$52.2K +235 +1%
AC
3411
Annandale Capital
Texas
$5.24M -$29.5K -133 -0.6%
EIA
3412
Eldridge Investment Advisors
New Hampshire
$5.24M -$369K -1,662 -7%
NWMP
3413
Noble Wealth Management PBC
Colorado
$5.24M +$3.44M +15,506 +192%
SRA
3414
Secured Retirement Advisors
Minnesota
$5.23M +$3.21M +14,467 +159%
RWI
3415
Red Wave Investments
Pennsylvania
$5.23M -$128K -576 -2%
DWM
3416
Darwin Wealth Management
Florida
$5.22M
BIA
3417
BHK Investment Advisors
Alabama
$5.21M -$2.91M -13,118 -36%
RTC
3418
Riverview Trust Company
Washington
$5.2M -$1.55M -6,989 -23%
HWM
3419
HRC Wealth Management
Idaho
$5.2M -$2.67K -12 -0.1%
PS
3420
Pinney & Scofield
Massachusetts
$5.17M +$384K +1,730 +8%
BMM
3421
Berkshire Money Management
Massachusetts
$5.17M +$30K +135 +0.6%
SC
3422
Seldon Capital
California
$5.17M
BCM
3423
Berbice Capital Management
New York
$5.16M +$29.3K +132 +0.6%
SPF
3424
South Plains Financial
Texas
$5.16M +$308K +1,388 +6%
LGG
3425
Luts & Greenleigh Group
Maryland
$5.16M -$479K -2,156 -8%