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5,594 hedge funds and large institutions have $2.08T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,039 increasing their positions, 3,099 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 135

12% more call options, than puts

Call options by funds: $46.4B | Put options by funds: $41.5B

0.01% more ownership

Funds ownership: 62.49% → 62.49% (+0.01%)

1% less funds holding

Funds holding: 5,656 → 5,594 (-62)

6% less funds holding in top 10

Funds holding in top 10: 3,376 → 3,162 (-214)

13% less capital invested

Capital invested by funds: $2.4T → $2.08T (-$321B)

34% less repeat investments, than reductions

Existing positions increased: 2,039 | Existing positions reduced: 3,099

Holders
5,594
Holders Change
-62
Holders Change %
-1.1%
% of All Funds
74.98%
Holding in Top 10
3,162
Holding in Top 10 Change
-214
Holding in Top 10 Change %
-6.34%
% of All Funds
42.38%
New
167
Increased
2,039
Reduced
3,099
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.01B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.89B
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.65B
3
Amundi
Amundi
France
+$3.39B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.23B
5
Citigroup
Citigroup
New York
+$2.17B

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$21.2B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$5.5B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.14B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
5
HHII
H&H International Investment
California
-$1.54B
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
4126
Adams Wealth Management
Utah
$2.95M -$23.2K -100 -0.7%
CI
4127
CacheTech Inc
Utah
$2.95M +$538K +2,321 +17%
FTA
4128
Financial & Tax Architects
Missouri
$2.95M +$234K +1,011 +8%
TWA
4129
Talisman Wealth Advisors
New Jersey
$2.95M +$133K +576 +5%
M1FG
4130
Mach-1 Financial Group
Arkansas
$2.95M -$359K -1,551 -10%
HCM
4131
HMS Capital Management
Tennessee
$2.94M -$136K -585 -3%
SFPG
4132
Stonebridge Financial Planning Group
Florida
$2.94M -$297K -1,284 -9%
MCM
4133
Moore Capital Management
New York
$2.94M -$115M -495,846 -97%
DFP
4134
Defined Financial Planning
California
$2.93M +$478K +2,063 +19%
GCP
4135
Garda Capital Partners
Minnesota
$2.93M +$3.06M +13,210 New
AAS
4136
AdviceOne Advisory Services
Connecticut
$2.93M +$51.9K +224 +2%
FWA
4137
FORM Wealth Advisors
Wisconsin
$2.93M +$3.06M +13,188 New
MPCG
4138
Matrix Private Capital Group
New York
$2.92M -$654K -2,823 -18%
FA
4139
Financial Alternatives
California
$2.92M -$2.78K -12 -0.1%
DM
4140
Diker Management
New York
$2.92M – – –
SI
4141
Scharf Investments
California
$2.92M -$965K -4,164 -24%
AR
4142
Apeiron RIA
Texas
$2.91M -$138K -596 -4%
AFIA
4143
America First Investment Advisors
Nebraska
$2.9M +$5.79K +25 +0.2%
SPWG
4144
Sage Private Wealth Group
Illinois
$2.9M +$4.17K +18 +0.1%
OPOWM
4145
One Plus One Wealth Management
Florida
$2.9M -$136K -589 -4%
SIM
4146
SWP Investment Management
Ohio
$2.89M +$3.02M +13,026 New
HT
4147
HAP Trading
New York
$2.89M +$3.01M +13,002 New
EE
4148
EWG Elevate
California
$2.89M -$228K -983 -7%
CWM
4149
CarsonAllaria Wealth Management
Illinois
$2.89M +$21.8K +94 +0.7%
DWM
4150
Dopkins Wealth Management
New York
$2.88M +$6.49K +28 +0.2%
164 165
166
167 168

AAPL Hedge Fund Activity: Q1 2025 in Review

5,594 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2025, worth a combined $2.08T — down 13% from $2.4T a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new AAPL positions and 135 closed out — a net gain of 32 holders — while 2,039 added to existing stakes and 3,099 trimmed.

The largest buyer was BlackRock, adding an estimated $3.89B. The largest seller was UBS AM, cutting an estimated $21.2B.

  • 5,594 institutional investors held Apple (AAPL) as of Q1 2025, down from 5,656 in Q4 2024.
  • Funds reported $2.08T of Apple stock for Q1 2025, down 13% quarter-over-quarter.
  • 167 funds opened new Apple positions in Q1 2025 and 135 closed out, a net change of +32 holders.
  • The largest Apple buyer in Q1 2025 was BlackRock, an estimated $3.89B added.
  • The largest Apple seller in Q1 2025 was UBS AM, an estimated $21.2B sold.

Based on aggregated 13F filings for Q1 2025.