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 %
TFA
3476
Tobias Financial Advisors
Florida
$4.89M +$145K +653 +3%
CWA
3477
CJM Wealth Advisers
Virginia
$4.89M -$379K -1,707 -7%
BIA
3478
Barry Investment Advisors
Massachusetts
$4.89M -$1.56M -7,024 -24%
CAG
3479
Centerpoint Advisory Group
Kansas
$4.89M -$455K -2,049 -9%
WF
3480
WinCap Financial
Massachusetts
$4.89M +$165K +744 +3%
SAM
3481
Sycomore Asset Management
France
$4.89M
HS
3482
Horan Securities
United States
$4.87M -$268K -1,207 -5%
NIP
3483
Nicholas Investment Partners
California
$4.87M +$244K +1,100 +5%
WKSWA
3484
White Knight Strategic Wealth Advisors
New Jersey
$4.87M -$4.9M -22,070 -50%
USB
3485
Union Savings Bank
Connecticut
$4.87M -$79.1K -356 -2%
DWA
3486
Dougherty Wealth Advisers
Minnesota
$4.87M -$109K -490 -2%
SC
3487
Sykon Capital
New York
$4.87M -$624K -2,807 -11%
HG
3488
Herbst Group
Connecticut
$4.86M -$538K -2,422 -10%
CC
3489
Cadinha & Co
Hawaii
$4.86M -$46.4K -209 -0.9%
ACM
3490
Aspen Capital Management
Idaho
$4.86M +$4.86M +21,884 New
UW
3491
Unique Wealth
Florida
$4.86M -$383K -1,723 -7%
MM
3492
Morangie Management
Florida
$4.86M -$285K -1,283 -6%
PFM
3493
Phillips Financial Management
Indiana
$4.86M +$58.9K +265 +1%
Citadel Advisors
3494
Citadel Advisors
Florida
$4.85M -$345M -1,554,884 -99%
TCM
3495
Tanaka Capital Management
New York
$4.85M -$565K -2,542 -10%
RL
3496
Rogco LP
Oklahoma
$4.85M +$269K +1,213 +6%
RAM
3497
Roanoke Asset Management
New Jersey
$4.84M -$211K -950 -4%
FFS
3498
Flavin Financial Services
Florida
$4.84M +$51.5K +232 +1%
ACA
3499
Aspire Capital Advisors
Washington
$4.84M -$120K -541 -2%
AFA
3500
AA Financial Advisors
Ohio
$4.84M +$381K +1,717 +9%