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 %
FA
3676
Fiducient Advisors
Illinois
$4.12M +$796K +3,582 +24%
AW
3677
Avion Wealth
Texas
$4.12M +$10.5K +42 +0.3%
CFC
3678
Coyle Financial Counsel
Illinois
$4.11M +$285K +1,282 +7%
BWM
3679
BCGM Wealth Management
Indiana
$4.11M -$16.2K -73 -0.4%
BWMG
3680
Barnes Wealth Management Group
California
$4.11M -$889 -4 -0%
ACM
3681
AUA Capital Management
Pennsylvania
$4.11M
IWA
3682
Integrity Wealth Advisors
California
$4.1M -$379K -1,704 -8%
KW
3683
Keyvantage Wealth
Pennsylvania
$4.1M -$684K -3,079 -14%
HFO
3684
Heritage Family Offices
Arizona
$4.1M +$202K +908 +5%
OF
3685
Outfitter Financial
Maine
$4.1M -$599K -2,695 -13%
B
3686
Barings
North Carolina
$4.1M +$221K +993 +6%
ECA
3687
Elevate Capital Advisors
Colorado
$4.09M -$367K -1,650 -8%
HIG
3688
Heritage Investment Group
Florida
$4.09M +$79.3K +357 +2%
AF
3689
AGP Franklin
Tennessee
$4.09M +$1.09M +5,405 +36%
SSW
3690
Stone Summit Wealth
Florida
$4.09M -$103K -465 -2%
PHWM
3691
Pine Harbor Wealth Management
Maryland
$4.09M -$453K -2,040 -10%
NI
3692
NCP Inc
California
$4.08M -$205K -925 -5%
BWP
3693
BlueStem Wealth Partners
Minnesota
$4.08M +$103K +465 +3%
ARMT
3694
Amica Retiree Medical Trust
Rhode Island
$4.07M -$1.28M -5,751 -24%
FA
3695
Fedenia Advisers
Wisconsin
$4.07M -$234K -1,052 -5%
CPL
3696
CAP Partners LLC
Tennessee
$4.07M -$44.6K -201 -1%
JWM
3697
Jacksonville Wealth Management
Florida
$4.07M -$7.11K -32 -0.2%
CAM
3698
Campion Asset Management
Virginia
$4.06M -$29.5K -133 -0.7%
AHL
3699
Abel Hall LLC
Louisiana
$4.06M +$396K +1,783 +11%
NIWA
3700
New Insight Wealth Advisors
California
$4.05M -$32.9K -148 -0.8%