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 %
DCM
4126
Davidson Capital Management
Texas
$2.82M -$499K -2,247 -15%
CWD
4127
Clarity Wealth Development
Oregon
$2.81M -$52.9K -249 -2%
SIM
4128
Sterling Investment Management
Arizona
$2.81M -$864K -3,891 -24%
CCA
4129
Clarity Capital Advisors
Florida
$2.81M
TA
4130
Townsend & Associates
Colorado
$2.81M -$5.02K -26 -0.2%
CAWM
4131
Capital A Wealth Management
Pennsylvania
$2.8M +$1.86M +8,367 +197%
PGIM
4132
Pacific Global Investment Management
California
$2.8M -$168K -755 -6%
PWM
4133
Power Wealth Management
Georgia
$2.8M -$55.3K -249 -2%
BSTWA
4134
Blake Schutter Theil Wealth Advisors
Ohio
$2.8M -$69.3K -312 -2%
PWM
4135
Palacios Wealth Management
Florida
$2.8M -$96.4K -434 -3%
HKIMG
4136
Hutchens & Kramer Investment Management Group
Indiana
$2.79M -$19.5K -88 -0.7%
C1AG
4137
Client 1st Advisory Group
Florida
$2.78M -$16.7K -75 -0.6%
CAG
4138
Curtis Advisory Group
California
$2.78M -$38.2K -172 -1%
MAWAG
4139
Mid-American Wealth Advisory Group
Missouri
$2.78M +$216K +971 +8%
BTC
4140
Bank & Trust Company
Illinois
$2.78M -$22.9K -103 -0.8%
NPI
4141
New Perspectives Inc
Mississippi
$2.77M -$51.1K -230 -2%
R
4142
Rebalance
California
$2.76M +$279K +1,257 +11%
W
4143
WealthCollab
Washington
$2.76M +$17.1K +77 +0.6%
WA
4144
WESPAC Advisors
California
$2.76M -$949K -4,274 -26%
MWM
4145
MFG Wealth Management
Indiana
$2.76M -$1.2M -5,403 -30%
KSWWM
4146
Keyes Stange & Wooten Wealth Management
Florida
$2.76M +$39.5K +178 +1%
SW
4147
SMART Wealth
Nebraska
$2.75M -$947K -4,263 -26%
WFL
4148
Wealth Forward LLC
North Dakota
$2.75M +$2.44K +11 +0.1%
GWSA
4149
Global Wealth Strategies & Associates
Colorado
$2.74M +$186K +838 +7%
SFM
4150
Systematic Financial Management
New Jersey
$2.74M