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 %
OFG
3451
OmniStar Financial Group
North Carolina
$5.03M +$319K +1,436 +7%
AWM
3452
Aberdeen Wealth Management
Illinois
$5.03M -$1.11M -4,999 -18%
MPIA
3453
Mountain Pacific Investment Advisers
Idaho
$5.02M -$120K -541 -2%
AIFAIM
3454
American Institute for Advanced Investment Management
Arizona
$5.02M +$130K +584 +3%
PFW
3455
Petros Family Wealth
Minnesota
$5.02M +$5.33K +24 +0.1%
JGCM
3456
Joseph Group Capital Management
Ohio
$5M +$455K +2,047 +10%
CFA
3457
Camarda Financial Advisors
Florida
$4.99M -$58.6K -264 -1%
CS
3458
Crescent Sterling
Louisiana
$4.99M -$260K -1,171 -5%
FFC
3459
Frederick Financial Consultants
Maryland
$4.99M +$645K +2,904 +15%
DAC
3460
Dividend Assets Capital
South Carolina
$4.99M +$301K +1,356 +6%
FMP
3461
Financial Management Professionals
Texas
$4.98M -$64.4K -290 -1%
CFS
3462
Commonwealth Financial Services
West Virginia
$4.97M +$292K +1,314 +6%
CWM
3463
Challenger Wealth Management
California
$4.97M -$28.2K -127 -0.6%
DR
3464
Davis Rea
Ontario, Canada
$4.95M +$4.95M +22,281 New
FW
3465
FullCircle Wealth
Texas
$4.94M -$509K -2,422 -9%
DA
3466
Drake & Associates
Wisconsin
$4.94M +$1.73M +7,767 +54%
BCM
3467
Birmingham Capital Management
Alabama
$4.94M -$404K -1,820 -8%
BI
3468
Bolthouse Investments
California
$4.93M +$4.22K +19 +0.1%
AIC
3469
Argus Investors Counsel
New York
$4.93M -$329K -1,482 -6%
EWS
3470
Evergreen Wealth Solutions
Pennsylvania
$4.93M +$348K +1,565 +8%
BFA
3471
Brown Financial Advisors
Ohio
$4.93M +$774K +3,486 +19%
PWA
3472
Primoris Wealth Advisors
Florida
$4.91M +$38K +171 +0.8%
LC
3473
Legacy CG
Texas
$4.91M +$88.9K +400 +2%
FC
3474
Fairscale Capital
New Hampshire
$4.9M -$41.8K -188 -0.8%
TCM
3475
Tandem Capital Management
New Jersey
$4.9M -$710K -3,196 -13%