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 %
JIC
4176
JRM Investment Counsel
Nebraska
$2.7M -$648K -2,917 -19%
AWM
4177
Apex Wealth Management
New Hampshire
$2.69M +$58K +261 +2%
GC
4178
Gibson Capital
Pennsylvania
$2.69M +$167K +750 +7%
LOIP
4179
Live Oak Investment Partners
Texas
$2.69M +$2.69M +12,089 New
RCWM
4180
Red Crane Wealth Management
California
$2.68M +$666 +3 +0%
RK
4181
Rather & Kittrell
Tennessee
$2.68M -$11.8K -53 -0.4%
KWA
4182
Kondo Wealth Advisors
California
$2.68M +$116K +524 +5%
LK
4183
Lumbard & Kellner
New Hampshire
$2.68M -$82.2K -370 -3%
MHR
4184
Matthew Hamilton Rosenberg
$2.68M +$160K +719 +6%
AIP
4185
Alexis Investment Partners
Texas
$2.67M +$44.2K +201 +2%
ICM
4186
Intrepid Capital Management
Florida
$2.67M +$898K +4,042 +51%
MIM
4187
Macroview Investment Management
Maryland
$2.67M +$518K +2,330 +24%
SFS
4188
Solitude Financial Services
Virginia
$2.66M +$187K +843 +8%
RIA
4189
Richwood Investment Advisors
Ohio
$2.66M -$2.22K -10 -0.1%
SC
4190
Saiph Capital
New Jersey
$2.65M +$11.6K +433 +0.4%
CKAIS
4191
Christensen King & Associates Investment Services
Washington
$2.65M -$63.5K -284 -2%
AWM
4192
Able Wealth Management
New Jersey
$2.65M +$33.8K +152 +1%
RCIM
4193
Red Cedar Investment Management
Michigan
$2.65M
HFF
4194
Halter Ferguson Financial
Indiana
$2.64M -$243K -1,092 -8%
BWM
4195
Brown Wealth Management
Illinois
$2.64M +$769K +3,463 +41%
B
4196
Birchbrook
Maine
$2.63M -$17.5K -79 -0.7%
BCA
4197
Bay Capital Advisors
Virginia
$2.63M -$167K -752 -6%
FS
4198
Financial Symmetry
North Carolina
$2.62M +$92.2K +415 +4%
FWM
4199
Foguth Wealth Management
Michigan
$2.62M +$224K +1,008 +9%
MWS
4200
MFA Wealth Services
California
$2.62M -$211K -951 -7%