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 %
TAM
4326
Tealwood Asset Management
Minnesota
$2.29M -$2.52M -11,333 -52%
MSF
4327
Mustard Seed Financial
Arkansas
$2.29M
SWM
4328
Seed Wealth Management
Illinois
$2.29M
LWMNY
4329
Landmark Wealth Management (New York)
New York
$2.29M -$60K -270 -3%
BAMG
4330
Brand Asset Management Group
Missouri
$2.29M +$24.7K +111 +1%
PBC
4331
Pavion Blue Capital
California
$2.29M
SC
4332
Summa Corp
Texas
$2.28M -$269K -1,211 -11%
DP
4333
Divergent Planning
Maryland
$2.28M +$258K +1,154 +13%
UCI
4334
Uncommon Cents Investing
Wisconsin
$2.28M -$41.1K -185 -2%
FOR
4335
Family Office Research
Maryland
$2.28M -$183K -826 -7%
RSF
4336
Rik Saylor Financial
Ohio
$2.27M +$45.3K +204 +2%
EFS
4337
Econ Financial Services
Pennsylvania
$2.27M +$206K +928 +10%
EW
4338
Element Wealth
Mississippi
$2.27M -$229K -1,031 -9%
LA
4339
Lakeside Advisors
Washington
$2.26M -$66.6K -300 -3%
AF
4340
Abound Financial
California
$2.26M +$444 +2 +0%
GA
4341
Gordian Advisors
Arizona
$2.26M -$14.9K -67 -0.7%
FA
4342
FDx Advisors
Illinois
$2.25M -$84.2K -379 -4%
KWM
4343
Kaydan Wealth Management
Michigan
$2.25M -$2K -9 -0.1%
PWA
4344
Peterson Wealth Advisors
Utah
$2.25M -$67.5K -372 -3%
BCG
4345
Bravias Capital Group
New Jersey
$2.25M -$428K -1,925 -16%
VBWMG
4346
Von Berge Wealth Management Group
California
$2.24M -$638K -3,061 -22%
CCP
4347
Cassia Capital Partners
North Carolina
$2.24M +$41.5K +187 +2%
BDWCC
4348
B&D White Capital Company
Texas
$2.24M -$4.55M -20,498 -67%
FWM
4349
FMA Wealth Management
Massachusetts
$2.24M -$26.6K -110 -1%
TWP
4350
Tower Wealth Partners
Pennsylvania
$2.24M +$221K +995 +11%