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 %
FFA
3926
Fortune Financial Advisors
Kansas
$3.38M +$247K +1,112 +8%
SPWM
3927
Spartan Planning & Wealth Management
North Carolina
$3.38M -$2.68M -12,057 -44%
BF
3928
Brucke Financial
Indiana
$3.38M +$825K +3,882 +32%
RFW
3929
Rainier Family Wealth
Washington
$3.37M -$18.7K -84 -0.6%
BMWS
3930
Brady Martz Wealth Solutions
North Dakota
$3.37M -$16.4K -74 -0.5%
WAM
3931
Werlinich Asset Management
Connecticut
$3.36M
F4L
3932
Fortune 45 LLC
Louisiana
$3.36M +$263K +1,182 +8%
UPS
3933
UHLMANN PRICE SECURITIES
Illinois
$3.36M -$27.5K -124 -0.8%
VAM
3934
Vienna Asset Management
California
$3.36M -$410K -1,845 -11%
FP
3935
Fiduciary Planning
Florida
$3.36M +$132K +592 +4%
FWMM
3936
Foundation Wealth Management (Missouri)
Missouri
$3.35M +$666 +3 +0%
EGWAG
3937
Elwood & Goetz Wealth Advisory Group
Georgia
$3.35M +$98K +441 +3%
ACP
3938
Arcus Capital Partners
Georgia
$3.35M -$68.6K -309 -2%
GSAM
3939
Grant Street Asset Management
Pennsylvania
$3.35M -$155K -700 -4%
MWM
3940
Maridea Wealth Management
New York
$3.35M +$136K +611 +4%
VR
3941
Valued Retirements
Texas
$3.35M -$20.2K -91 -0.6%
JWM
3942
JFG Wealth Management
Colorado
$3.34M -$1.34M -6,054 -29%
FWA
3943
FOCUS Wealth Advisors
Texas
$3.34M -$101K -453 -3%
SF
3944
Safeguard Financial
Wisconsin
$3.34M -$55.1K -248 -2%
5SA
3945
5th Street Advisors
Connecticut
$3.34M +$719K +3,238 +27%
WWM
3946
Wolff Wiese Magana
California
$3.34M -$1.01M -4,542 -23%
TNAM
3947
Terra Nova Asset Management
New York
$3.34M +$189K +852 +6%
PPA
3948
Pacific Point Advisors
California
$3.33M +$28.4K +128 +0.9%
RFP
3949
RCS Financial Planning
Maryland
$3.33M -$36.2K -163 -1%
M
3950
MYeCFO
California
$3.33M -$3.78K -17 -0.1%