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 %
MWM
3976
MinichMacGregor Wealth Management
New York
$3.23M -$4.44K -20 -0.1%
NA
3977
Nestegg Advisors
New York
$3.23M +$3.55K +16 +0.1%
UIA
3978
Ulland Investment Advisors
Minnesota
$3.23M -$4.55M -20,505 -59%
NWMG
3979
National Wealth Management Group
Ohio
$3.23M +$839K +3,778 +35%
YDMI
3980
Y.D. More Investments
Israel
$3.23M -$2.37M -10,619 -42%
SCM
3981
Sollinda Capital Management
Florida
$3.23M -$498K -2,241 -13%
CFS
3982
CGC Financial Services
Oregon
$3.22M -$259K -1,164 -7%
WIA
3983
Wetzel Investment Advisors
Indiana
$3.22M -$21.3K -96 -0.7%
SCP
3984
Stamos Capital Partners
California
$3.22M +$1.89M +8,531 +143%
MSWMA
3985
Market Street Wealth Management Advisors
Indiana
$3.21M +$82.9K +373 +3%
SHWM
3986
Smith & Howard Wealth Management
Georgia
$3.2M -$15.8K -71 -0.5%
MWA
3987
Motive Wealth Advisors
Michigan
$3.2M -$178K -801 -5%
BFS
3988
Burkett Financial Services
South Carolina
$3.2M +$20.7K +93 +0.6%
RA
3989
Rational Advisors
New York
$3.2M -$1.14M -5,121 -26%
CWA
3990
Core Wealth Advisors
Florida
$3.2M +$76.4K +344 +2%
BWG
3991
Boomfish Wealth Group
Georgia
$3.2M -$37.3K -168 -1%
LFS
3992
Leibman Financial Services
Nebraska
$3.19M -$9.33K -42 -0.3%
MWM
3993
MorganRosel Wealth Management
Colorado
$3.19M -$44.9K -202 -1%
AWM
3994
Avondale Wealth Management
Texas
$3.18M +$216K +972 +7%
MCI
3995
MRP Capital Investments
Georgia
$3.18M -$51.1K -230 -2%
OIC
3996
Orion Investment Company
Missouri
$3.18M +$4.44K +20 +0.1%
WG
3997
Winton Group
United Kingdom
$3.17M +$3.17M +14,290 New
CWM
3998
ClientFirst Wealth Management
Arkansas
$3.17M
AIM
3999
Advyzon Investment Management
Illinois
$3.17M +$1.15M +5,155 +57%
SG
4000
Sharper & Granite
California
$3.16M -$239K -1,075 -7%