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 %
RGF
3501
Retirement Guys Formula
Ohio
$4.83M +$218K +980 +5%
RWM
3502
Riverbend Wealth Management
South Carolina
$4.83M -$130K -586 -3%
PWP
3503
Precedent Wealth Partners
Texas
$4.83M +$263K +1,185 +6%
DCM
3504
Dimension Capital Management
Florida
$4.82M -$162K -729 -3%
SAM
3505
S.A. Mason
Michigan
$4.82M -$108K -484 -2%
AIP
3506
Almanack Investment Partners
Pennsylvania
$4.81M -$434K -1,952 -8%
FC
3507
FCA Corp
Texas
$4.8M +$869K +3,913 +22%
IIM
3508
InTrack Investment Management
Vermont
$4.8M -$1.22M -5,470 -20%
NWWA
3509
New Wave Wealth Advisors
Arkansas
$4.79M -$114K -515 -2%
DMBA
3510
Deseret Mutual Benefit Administrators
Utah
$4.78M -$98.6K -444 -2%
RHIG
3511
R.H. Investment Group
Arizona
$4.77M +$4.44K +20 +0.1%
MPW
3512
MGO Private Wealth
California
$4.77M -$413K -1,861 -8%
SHF
3513
Safe Harbor Fiduciary
Florida
$4.76M +$5.78K +26 +0.1%
MMHP
3514
Murphy Middleton Hinkle & Parker
Georgia
$4.76M +$24.7K +111 +0.5%
RRCP
3515
Rip Road Capital Partners
Massachusetts
$4.75M -$3.4M -15,297 -42%
DWM
3516
DKM Wealth Management
California
$4.75M +$10.4K +47 +0.2%
DJYG
3517
David J. Yvars Group
Florida
$4.75M -$38.4K -173 -0.8%
RIS
3518
Retirement Income Solutions
Michigan
$4.73M -$28.9K -130 -0.6%
MFA
3519
McClarren Financial Advisors
Pennsylvania
$4.73M +$4.73M +18,058 New
PJWM
3520
Philip James Wealth Mangement
Georgia
$4.72M -$96K -432 -2%
BW
3521
BXM Wealth
Colorado
$4.72M +$339K +1,531 +8%
SFG
3522
Synergy Financial Group
California
$4.71M -$76K -342 -2%
FFC
3523
First Financial Corp
Indiana
$4.71M +$68.9K +310 +1%
JGIA
3524
Jackson Grant Investment Advisers
Connecticut
$4.71M +$3.33K +15 +0.1%
RA
3525
RoundAngle Advisors
New Jersey
$4.7M -$57.5K -259 -1%