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 %
CCM
4026
Compass Capital Management
Minnesota
$3.07M -$126K -566 -4%
PGF
4027
Plan Group Financial
Oklahoma
$3.07M +$1.41M +6,353 +85%
WWP
4028
Waypoint Wealth Partners
California
$3.07M -$905K -4,073 -23%
PCS
4029
Private Client Services
Kentucky
$3.07M -$634K -2,856 -17%
SB
4030
Sunflower Bank
Texas
$3.06M -$31.8K -143 -1%
GFG
4031
Grantvest Financial Group
New Jersey
$3.06M +$71.3K +321 +2%
CTWM
4032
Cherry Tree Wealth Management
Minnesota
$3.06M -$103K -463 -3%
RSWA
4033
Robinson Smith Wealth Advisors
Maine
$3.06M +$412K +1,856 +16%
HFRG
4034
Houlihan Financial Resource Group
Virginia
$3.06M -$132K -592 -4%
NIA
4035
NBZ Investment Advisors
Tennessee
$3.06M +$450K +2,027 +17%
CS
4036
Capital Square
Tennessee
$3.05M -$158K -711 -5%
OA
4037
Operose Advisors
Wisconsin
$3.05M +$86.4K +389 +3%
DW
4038
Dodds Wealth
Colorado
$3.05M -$20.7K -93 -0.7%
TWPM
4039
Total Wealth Planning & Management
Florida
$3.04M -$95.1K -428 -3%
WCWM
4040
Wooster Corthell Wealth Management
Connecticut
$3.04M +$792K +3,566 +35%
KAM
4041
KEB Asset Management
Illinois
$3.04M -$28K -126 -0.9%
RPA
4042
Redwood Park Advisors
California
$3.03M -$37.5K -169 -1%
ACP
4043
Aveo Capital Partners
Colorado
$3.03M -$2.63M -13,381 -46%
WCM
4044
Wealthcare Capital Management
Virginia
$3.03M +$435K +1,960 +17%
VFP
4045
Verus Financial Partners
Virginia
$3.03M -$128K -633 -4%
CFO
4046
Collective Family Office
Pennsylvania
$3.02M -$375K -1,689 -11%
SPW
4047
Sonoma Private Wealth
California
$3.02M +$1.69M +7,623 +128%
PFA
4048
Professional Financial Advisors
Nebraska
$3.01M +$8.44K +38 +0.3%
SFB
4049
STAR Financial Bank
Indiana
$3.01M -$285K -1,283 -9%
KWA
4050
Kellett Wealth Advisors
Ohio
$3.01M -$14.7K -66 -0.5%