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 %
CFG
3601
Carr Financial Group
Massachusetts
$4.41M -$485K -2,185 -10%
JFG
3602
JDM Financial Group
Texas
$4.4M -$110K -496 -2%
WA
3603
Westfuller Advisors
New York
$4.4M +$129K +579 +3%
IP
3604
Intellectus Partners
California
$4.4M -$1.13M -5,076 -20%
SWM
3605
Sendero Wealth Management
Texas
$4.4M -$8.02M -36,109 -65%
AWM
3606
AAF Wealth Management
Massachusetts
$4.39M +$109K +491 +3%
KIA
3607
Kraematon Investment Advisors
Massachusetts
$4.39M +$2.22K +10 +0.1%
KA
3608
KDT Advisors
New York
$4.39M -$142K -641 -3%
TW
3609
Towerpoint Wealth
California
$4.39M +$815K +3,670 +23%
RI
3610
Rinkey Investments
California
$4.39M -$234K -1,055 -5%
KW
3611
KWB Wealth
California
$4.37M +$81.4K +325 +2%
SWP
3612
Summit Wealth Partners
Florida
$4.36M -$79.1K -356 -2%
KCIC
3613
Kuhn & Co Investment Counsel
Illinois
$4.36M +$44.4K +200 +1%
SCA
3614
Southern Capital Advisors
Tennessee
$4.36M -$62.2K -280 -1%
BBPWM
3615
Blue Bell Private Wealth Management
Pennsylvania
$4.36M -$124K -559 -3%
MAMG
3616
Milestone Asset Management Group
Connecticut
$4.36M -$22.2K -100 -0.5%
CCG
3617
Cloverfields Capital Group
Minnesota
$4.36M -$336K -1,513 -7%
CA
3618
Crumly & Associates
Illinois
$4.36M +$41.3K +186 +1%
MCWA
3619
Meadow Creek Wealth Advisors
Georgia
$4.35M -$411K -1,850 -9%
WFM
3620
Wolff Financial Management
Michigan
$4.34M +$222 +1 +0%
MA
3621
MBA Advisors
Pennsylvania
$4.34M -$187K -840 -4%
SWMG
3622
Sanchez Wealth Management Group
Florida
$4.34M -$114K -513 -3%
FB
3623
Finward Bancorp
Indiana
$4.33M -$68.4K -308 -2%
BWG
3624
Beta Wealth Group
California
$4.33M -$149K -670 -3%
ACM
3625
Arcataur Capital Management
Wisconsin
$4.33M -$315K -1,420 -7%