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 %
BPW
4226
Bingham Private Wealth
California
$2.53M -$405K -1,825 -14%
PIA
4227
Panoramic Investment Advisors
Colorado
$2.53M -$189K -853 -7%
HC
4228
Hara Capital
Washington
$2.53M -$2.77M -12,492 -52%
BIG
4229
Builder Investment Group
Georgia
$2.53M -$6K -27 -0.2%
RS
4230
Rakuten Securities
Japan
$2.53M +$61.5K +277 +2%
EMC
4231
Everest Management Corp
California
$2.53M +$278K +1,250 +12%
LA
4232
Latitude Advisors
Florida
$2.53M +$88.4K +398 +4%
TA
4233
TrueWealth Advisors
Alabama
$2.52M +$11.6K +52 +0.5%
WI
4234
Wedgewood Investors
Pennsylvania
$2.52M -$54K -243 -2%
AGP
4235
Autumn Glory Partners
Texas
$2.52M -$449K -2,023 -15%
DWM
4236
Defined Wealth Management
Oregon
$2.52M +$21.3K +96 +0.9%
SC
4237
Steph & Co
Wisconsin
$2.51M -$67.1K -302 -3%
HAG
4238
HF Advisory Group
Maryland
$2.51M -$151K -682 -6%
OGF
4239
Orin Green Financial
California
$2.5M +$2.5M +12,968 New
MAA
4240
Mraz Amerine & Associates
California
$2.5M +$13.1K +60 +0.5%
FFL
4241
Financial Freedom LLC
Ohio
$2.5M -$60.4K -272 -2%
4A
4242
4Wealth Advisors
Illinois
$2.5M -$35.5K -160 -1%
CCA
4243
Cottonwood Capital Advisors
Utah
$2.49M -$147K -663 -6%
HWM
4244
HFG Wealth Management
Texas
$2.49M -$12.3K -49 -0.5%
TF
4245
Tudor Financial
Ohio
$2.49M -$127K -570 -5%
GIM
4246
Groesbeck Investment Management
New Jersey
$2.49M -$240K -1,080 -9%
GPW
4247
Gray Private Wealth
Massachusetts
$2.48M -$150K -676 -6%
SHFP
4248
Second Half Financial Partners
Florida
$2.48M -$139K -624 -5%
MA
4249
MKT Advisors
California
$2.48M -$18.5K -102 -0.7%
Cohen & Steers
4250
Cohen & Steers
New York
$2.47M +$2.44K +11 +0.1%