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 %
Optiver Holding
3526
Optiver Holding
Netherlands
$4.69M +$1.38M +6,199 +42%
JWWM
3527
Johnson & White Wealth Management
Pennsylvania
$4.68M -$3.55K -16 -0.1%
MWM
3528
Mascoma Wealth Management
New Hampshire
$4.68M -$323K -1,454 -6%
EB
3529
Emprise Bank
Kansas
$4.68M -$414K -1,862 -8%
VFM
3530
Viking Fund Management
North Dakota
$4.66M
MSCM
3531
McElhenny Sheffield Capital Management
Texas
$4.66M -$927K -4,171 -17%
CGA
3532
Channing Global Advisors
Florida
$4.66M -$4.67K -21 -0.1%
VIPI
3533
Vista Investment Partners II
Indiana
$4.66M +$125K +562 +3%
BWM
3534
BlackDiamond Wealth Management
New York
$4.65M +$234K +1,180 +5%
KWM
3535
KFG Wealth Management
Indiana
$4.64M +$735K +3,309 +19%
TCM
3536
TD Capital Management
Tennessee
$4.64M +$74.2K +334 +2%
VWMG
3537
Virginia Wealth Management Group
Virginia
$4.64M -$161K -725 -3%
WSWA
3538
Warren Street Wealth Advisors
California
$4.64M +$336K +1,513 +8%
FWM
3539
FSA Wealth Management
Massachusetts
$4.64M +$301K +1,353 +7%
CFAM
3540
Center For Asset Management
Florida
$4.64M +$4.64M +20,883 New
IWN
3541
Independent Wealth Network
Iowa
$4.63M -$175K -790 -4%
KHLMTHM
3542
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.62M
IPWA
3543
International Private Wealth Advisors
California
$4.62M +$297K +1,339 +7%
PWM
3544
Puff Wealth Management
New Jersey
$4.62M -$22.9K -103 -0.5%
FSWA
3545
Financial Synergies Wealth Advisors
Texas
$4.61M -$8.89K -40 -0.2%
NC
3546
Napatree Capital
Rhode Island
$4.6M +$52K +234 +1%
KA
3547
Kearns & Associates
California
$4.6M
PWS
3548
Proactive Wealth Strategies
Georgia
$4.6M -$44K -198 -0.9%
CP
3549
Castleview Partners
Texas
$4.6M -$923K -4,155 -17%
PBK
3550
Peoples Bank (Kansas)
Kansas
$4.59M +$98.8K +445 +2%