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
74.84%
Holding in Top 10
3,116
Holding in Top 10 Change
-222
Holding in Top 10 Change %
-6.65%
% of All Funds
42.33%
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 %
SBF
3626
Sara-Bay Financial
Florida
$4.33M -$153K -702 -3%
JFGLC
3627
Johnson Financial Group LLC (Colorado)
Colorado
$4.32M +$3.62M +16,300 +515%
GC
3628
Gould Capital
Washington
$4.32M -$628K -2,829 -13%
CA
3629
Cumberland Advisors
Florida
$4.31M -$18K -81 -0.4%
AI
3630
Arvest Investments
Arkansas
$4.31M +$383K +1,725 +10%
DFG
3631
Dupree Financial Group
Kentucky
$4.31M -$50K -225 -1%
CCM
3632
Connective Capital Management
California
$4.3M -$1.31M -5,916 -23%
SHA
3633
Seneca House Advisors
Virginia
$4.3M -$155K -698 -3%
T
3634
Transce3nd
Texas
$4.29M -$4.26M -19,199 -50%
WMS
3635
Wealth Management Strategies
Pennsylvania
$4.29M +$889 +4 +0%
MWPCG
3636
Measured Wealth Private Client Group
New Hampshire
$4.29M -$436K -1,965 -9%
RWM
3637
Ruedi Wealth Management
Illinois
$4.28M -$107K -481 -2%
TFG
3638
Taylor Financial Group
Virginia
$4.28M +$126K +567 +3%
AWA
3639
Acorn Wealth Advisors
Michigan
$4.27M +$49.8K +224 +1%
AWM
3640
Alterna Wealth Management
Texas
$4.26M -$66.6K -300 -2%
PAM
3641
PCG Asset Management
New Jersey
$4.26M -$199K -896 -4%
MFG
3642
Mosaic Financial Group
Illinois
$4.26M -$276K -1,243 -6%
WAM
3643
WealthTrust Asset Management
Florida
$4.25M +$908K +4,088 +27%
GCM
3644
Glynn Capital Management
California
$4.25M +$3.11K +14 +0.1%
HWMG
3645
Hurlow Wealth Management Group
Indiana
$4.25M -$30K -135 -0.7%
WCM
3646
Winebrenner Capital Management
Kentucky
$4.24M -$371K -1,668 -8%
SA
3647
Skyline Advisors
Washington
$4.24M -$100K -451 -2%
CIA
3648
Cascade Investment Advisors
Oregon
$4.24M -$77.7K -350 -2%
NIM
3649
Needham Investment Management
New York
$4.23M -$333K -1,500 -7%
PBO
3650
Peoples Bank (Ohio)
Ohio
$4.23M -$1.79M -8,061 -30%