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 %
PAG
4301
Powers Advisory Group
Illinois
$2.34M -$444 -2 -0%
WMWM
4302
Wilkins Miller Wealth Management
Alabama
$2.34M -$5.55K -25 -0.2%
SWMG
4303
Signature Wealth Management Group
Georgia
$2.34M +$269K +1,211 +13%
KFA
4304
Krane Funds Advisors
New York
$2.33M +$323K +1,455 +16%
SGM
4305
Skye Global Management
Florida
$2.33M -$25.3M -114,000 -92%
SFC
4306
Sprinkle Financial Consultants
Colorado
$2.33M +$112K +505 +5%
3F
4307
360 Financial
Minnesota
$2.33M +$6.44K +29 +0.3%
CP
4308
Camelot Portfolios
Ohio
$2.33M +$1.31M +5,877 +128%
FNWA
4309
Financial Network Wealth Advisors
Utah
$2.32M +$296K +1,334 +15%
NOI
4310
Newton One Investments
Delaware
$2.32M +$2.44K +11 +0.1%
FAM
4311
Fairtree Asset Management
South Africa
$2.32M -$161K -726 -7%
EWA
4312
Elevate Wealth Advisory
Georgia
$2.31M +$374K +1,684 +19%
TIP
4313
Tandem Investment Partners
New Jersey
$2.31M -$25.1K -113 -1%
MSWM
4314
Master's Wealth Management
Pennsylvania
$2.31M +$4.67K +21 +0.2%
PWM
4315
Peterson Wealth Management
Nevada
$2.3M -$3.46M -15,558 -60%
BFP
4316
Briaud Financial Planning
Texas
$2.3M +$9.99K +45 +0.4%
AWP
4317
Axis Wealth Partners
Rhode Island
$2.3M -$4.67K -21 -0.2%
CSIA
4318
Conrad Siegel Investment Advisors
Pennsylvania
$2.3M -$66.2K -298 -3%
RI
4319
RWWM Inc
California
$2.3M -$389K -1,750 -14%
PP
4320
Prosperity Planning
Missouri
$2.3M
LHWM
4321
Lake Hills Wealth Management
Texas
$2.3M -$66.6K -300 -3%
PCM
4322
Palouse Capital Management
Washington
$2.3M -$406K -1,826 -15%
NWMG
4323
Nicholson Wealth Management Group
South Carolina
$2.3M +$84.9K +382 +4%
VWM
4324
Vermillion Wealth Management
Minnesota
$2.29M -$46.4K -209 -2%
CAGAS
4325
Capital Advisory Group Advisory Services
Minnesota
$2.29M -$1.02M -4,593 -31%