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 %
NCTC
3826
New Covenant Trust Company
Indiana
$3.69M -$143K -658 -4%
CWA
3827
Crux Wealth Advisors
California
$3.69M -$249K -1,119 -6%
RRWA
3828
Rainey & Randall Wealth Advisors
Florida
$3.68M +$257K +1,157 +7%
JGUA
3829
John G. Ullman & Associates
New York
$3.68M -$135K -609 -4%
OPPS
3830
Obsidian Personal Planning Solutions
Maryland
$3.66M -$86.1K -405 -2%
AWM
3831
AllSquare Wealth Management
New York
$3.65M -$50.6K -228 -1%
WFP
3832
Wrenne Financial Planning
Kentucky
$3.65M +$17.8K +80 +0.5%
TCM
3833
Triumph Capital Management
Colorado
$3.65M +$289K +1,300 +9%
CFG
3834
CKW Financial Group
Hawaii
$3.65M -$292K -1,309 -7%
CIA
3835
Cape Investment Advisory
Georgia
$3.64M +$1.11K +5 +0%
VAG
3836
VisionPoint Advisory Group
Texas
$3.63M -$1.56K -7 -0%
CAU
3837
Caxton Associates (UK)
$3.63M +$3.63M +16,332 New
IAMOG
3838
Investors Asset Management of Georgia
Georgia
$3.63M -$94.2K -424 -3%
GCL
3839
Gouws Capital LLC
North Carolina
$3.62M +$1.14M +5,123 +46%
DKCM
3840
Davidson Kahn Capital Management
California
$3.62M +$107K +483 +3%
AWA
3841
ARQ Wealth Advisors
Arizona
$3.62M -$1.42M -6,394 -28%
KFS
3842
Kelly Financial Services
Massachusetts
$3.61M -$12.7K -57 -0.3%
FHB
3843
First Hawaiian Bank
Hawaii
$3.6M -$25.7M -115,753 -88%
GCP
3844
Gill Capital Partners
Colorado
$3.59M -$92K -414 -2%
WPW
3845
Watershed Private Wealth
Illinois
$3.59M -$18K -81 -0.5%
AIM
3846
Athena Investment Management
California
$3.59M -$108K -488 -3%
V
3847
ValueWorks
New York
$3.59M +$33.3K +150 +0.9%
KHCM
3848
Kirtland Hills Capital Management
Ohio
$3.59M +$318K +1,614 +10%
SCM
3849
Stonehearth Capital Management
Massachusetts
$3.58M -$82.6K -372 -2%
IWM
3850
Iams Wealth Management
Nebraska
$3.58M -$66.4K -299 -2%