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 %
FAM
4276
Forte Asset Management
New York
$2.4M +$1.35M +6,094 +129%
PFG
4277
Pinnacle Financial Group
Illinois
$2.4M -$11.6K -52 -0.5%
BCM
4278
Brasada Capital Management
Texas
$2.4M -$67.6K -392 -3%
RH
4279
RFG Holdings
Texas
$2.4M +$270K +1,214 +13%
SWA
4280
ShankerValleau Wealth Advisors
Illinois
$2.4M -$66.6K -300 -3%
OPWM
4281
Oakwell Private Wealth Management
Texas
$2.4M +$580K +2,610 +32%
CCP
4282
Carmel Capital Partners
California
$2.4M -$5.55K -25 -0.2%
RFP
4283
Roth Financial Partners
Texas
$2.39M
AWA
4284
AmeriServ Wealth Advisors
Pennsylvania
$2.39M -$488K -2,198 -17%
AIM
4285
AMI Investment Management
Indiana
$2.39M -$63.1K -284 -3%
DP
4286
Denver PWM
Colorado
$2.39M +$1.6M +7,194 +202%
CCM
4287
Chiron Capital Management
Florida
$2.38M -$61.3K -276 -3%
HPBT
4288
Hickory Point Bank & Trust
Illinois
$2.38M +$82.9K +373 +4%
VFP
4289
Vested Financial Planning
California
$2.38M -$77.7K -350 -3%
Legacy Financial Group (Iowa)
4290
Legacy Financial Group (Iowa)
Iowa
$2.38M -$106K -475 -4%
MW
4291
Members Wealth
Pennsylvania
$2.38M +$4.44K +20 +0.2%
SPL
4292
Smart Portfolios LLC
Washington
$2.36M +$111K +499 +5%
GG
4293
GenWealth Group
New Jersey
$2.36M +$289K +1,301 +14%
SCM
4294
Sirios Capital Management
Massachusetts
$2.36M +$1.16M +5,242 +98%
MAS
4295
MPWM Advisory Solutions
Georgia
$2.35M -$68.9K -310 -3%
CA
4296
Claris Advisors
Missouri
$2.35M -$432K -1,945 -16%
CG
4297
Clifford Group
Massachusetts
$2.35M -$3.11K -14 -0.1%
AFG
4298
Altiora Financial Group
Ohio
$2.35M -$27.8K -125 -1%
FCM
4299
Fairbanks Capital Management
California
$2.35M
FPTW
4300
Franklin, Parlapiano, Turner & Welch
Texas
$2.35M