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 %
PHAM
3551
Palisades Hudson Asset Management
Florida
$4.58M -$141K -637 -3%
SCM
3552
Sunbeam Capital Management
Georgia
$4.58M +$16K +72 +0.4%
MAM
3553
Mainsail Asset Management
Alabama
$4.57M +$202K +910 +5%
LWAM
3554
Legacy Wealth Asset Management
Minnesota
$4.57M +$7.78K +35 +0.2%
KPWG
3555
KFA Private Wealth Group
Virginia
$4.56M +$1.23M +5,556 +37%
FBC
3556
Fairfield, Bush & Co
Connecticut
$4.55M -$185K -833 -4%
I
3557
IMPACTfolio
Colorado
$4.55M -$96.9K -436 -2%
PC
3558
Permanens Capital
New York
$4.55M +$754K +3,396 +20%
BWM
3559
Birchcreek Wealth Management
Ohio
$4.55M -$6.89K -31 -0.2%
SP
3560
Successful Portfolios
Florida
$4.54M -$51.1K -230 -1%
BMA
3561
Brooks Moore & Associates
Tennessee
$4.54M -$71.5K -322 -2%
EA
3562
Emerald Advisors
Washington
$4.53M +$148K +667 +3%
HWA
3563
Heartwood Wealth Advisors
Virginia
$4.53M -$46.6K -210 -1%
WAG
3564
Wallace Advisory Group
California
$4.53M +$133K +531 +3%
SWG
3565
Summit Wealth Group
Vermont
$4.52M -$148K -665 -3%
RMF
3566
Red Mountain Financial
Colorado
$4.52M +$67.8K +305 +2%
MHC
3567
May Hill Capital
Massachusetts
$4.51M +$706K +3,179 +19%
KCM
3568
Kerusso Capital Management
North Carolina
$4.51M +$115K +518 +3%
ICM
3569
Islay Capital Management
Texas
$4.51M -$299K -1,344 -6%
MWM
3570
Mascagni Wealth Management
Mississippi
$4.5M
BDL
3571
Bey-Douglas LLC
Georgia
$4.5M -$1.87M -8,403 -29%
PWM
3572
Prosperity Wealth Management
California
$4.5M -$1.27M -5,733 -22%
FS
3573
Ferguson Shapiro
Georgia
$4.5M -$71.7K -323 -2%
PCMC
3574
Paragon Capital Management (Colorado)
Colorado
$4.49M +$115K +518 +3%
KCM
3575
Kendall Capital Management
Maryland
$4.49M -$83.5K -376 -2%