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 %
MIM
3726
Marshall Investment Management
Colorado
$3.96M -$680K -3,061 -15%
GGA
3727
Granite Group Advisors
Connecticut
$3.95M -$7.33K -33 -0.2%
SA
3728
Sylvest Advisors
Texas
$3.95M -$261K -1,174 -6%
SI
3729
Sprott Inc
Ontario, Canada
$3.95M -$2.18M -9,820 -36%
OFA
3730
Oak Family Advisors
Illinois
$3.95M -$152K -685 -4%
CIAS
3731
CBIZ Investment Advisory Services
Ohio
$3.94M +$159K +716 +4%
MMM
3732
Mendel Money Management
Illinois
$3.94M +$39.5K +178 +1%
MFWM
3733
Motley Fool Wealth Management
Virginia
$3.94M +$421K +1,896 +12%
PFA
3734
Peak Financial Advisors
Colorado
$3.94M +$187K +840 +5%
GWA
3735
Geometric Wealth Advisors
District of Columbia
$3.94M +$20.4K +92 +0.5%
MCC
3736
Malaga Cove Capital
California
$3.93M +$306K +1,376 +8%
V
3737
ViaWealth
Kansas
$3.93M -$77.5K -349 -2%
PSIWM
3738
Paradigm Strategies in Wealth Management
Minnesota
$3.93M -$76.9K -346 -2%
UAM
3739
Unison Asset Management
Florida
$3.93M -$1.69M -8,901 -30%
TPWM
3740
Twelve Points Wealth Management
Massachusetts
$3.93M +$104K +466 +3%
GPWM
3741
Grant Private Wealth Management
California
$3.93M +$151K +682 +4%
NFP
3742
Narus Financial Partners
Utah
$3.93M -$97.7K -440 -2%
DWA
3743
Delap Wealth Advisory
Oregon
$3.92M -$37.5K -169 -0.9%
CCA
3744
Conservest Capital Advisors
Pennsylvania
$3.92M +$4.89K +22 +0.1%
NQWM
3745
Northwest Quadrant Wealth Management
Oregon
$3.91M -$18K -81 -0.5%
EPA
3746
Element Pointe Advisors
Florida
$3.91M -$334K -1,502 -8%
MM
3747
Meridian Management
Arkansas
$3.91M -$1.73M -7,779 -31%
LAMNM
3748
Longview Asset Management (New Mexico)
New Mexico
$3.91M -$1.64M -7,399 -30%
SMCM
3749
Sky-Mountain Capital Management
Idaho
$3.91M +$3.91M +17,591 New
TWA
3750
Trace Wealth Advisors
California
$3.91M -$283K -1,272 -7%