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 %
BFA
3651
Bright Financial Advisors
Michigan
$4.23M -$30K -135 -0.7%
CCM
3652
Collar Capital Management
Wisconsin
$4.22M +$16K +72 +0.4%
LWA
3653
Ledgewood Wealth Advisors
New Hampshire
$4.21M -$6.22K -28 -0.1%
T
3654
Tidemark
California
$4.21M -$123K -554 -3%
GA
3655
Guerra Advisors
Florida
$4.2M +$575K +2,590 +16%
ANC
3656
Ames National Corp
Iowa
$4.19M -$38.9K -175 -0.9%
NICM
3657
Neo Ivy Capital Management
New York
$4.19M -$542K -2,439 -11%
AWA
3658
Aletheian Wealth Advisors
Washington
$4.19M +$721K +3,248 +21%
FCMA
3659
Foresight Capital Management Advisors
Michigan
$4.18M -$75.1K -338 -2%
EWA
3660
ERTS Wealth Advisors
Michigan
$4.18M -$372K -1,674 -8%
PWP
3661
Pursue Wealth Partners
California
$4.18M -$290K -1,307 -6%
AGA
3662
Accuvest Global Advisors
Utah
$4.18M -$512K -2,306 -11%
SC
3663
Schulhoff & Co
Ohio
$4.17M -$53.5K -241 -1%
MP
3664
Moment Partners
California
$4.17M +$200K +901 +5%
CWM
3665
Cahill Wealth Management
Michigan
$4.17M -$68K -306 -2%
RPCA
3666
Running Point Capital Advisors
California
$4.17M +$1.09M +4,913 +35%
PAG
3667
Paladin Advisory Group
Iowa
$4.17M
NFA
3668
Northern Financial Advisors
Michigan
$4.17M +$28.9K +130 +0.7%
LAM
3669
Lakewood Asset Management
Illinois
$4.17M -$8.22K -37 -0.2%
GSC
3670
G&S Capital
Colorado
$4.16M +$237K +1,066 +6%
JTWM
3671
Jackson Thornton Wealth Management
Alabama
$4.14M -$201K -1,022 -5%
SPI
3672
Sutton Place Investors
New York
$4.14M -$3.69M -16,611 -47%
WMWM
3673
Whitaker-Myers Wealth Managers
Ohio
$4.12M +$72.9K +328 +2%
LWM
3674
Lionsbridge Wealth Management
Florida
$4.12M +$1.8M +7,542 +77%
GPWA
3675
Great Point Wealth Advisors
Massachusetts
$4.12M -$280K -1,260 -6%