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 %
FFWA
4351
Forthright Family Wealth Advisory
Texas
$2.24M -$18.7K -84 -0.8%
IWP
4352
Insight Wealth Partners
Texas
$2.23M +$73.1K +329 +3%
FYW
4353
Future You Wealth
New York
$2.23M -$70.6K -318 -3%
RPGNY
4354
Retirement Planning Group (New York)
New York
$2.23M +$142K +640 +7%
NWM
4355
Navigoe Wealth Management
California
$2.23M +$20K +90 +0.9%
UOC
4356
UBS O'Connor
Illinois
$2.22M -$3.37M -15,180 -60%
SI
4357
SCP Investment
California
$2.22M
GRA
4358
Golden Road Advisors
Florida
$2.22M +$405K +1,825 +22%
PWA
4359
PCG Wealth Advisors
Kansas
$2.21M -$6.66K -30 -0.3%
IWP
4360
Innova Wealth Partners
Pennsylvania
$2.21M -$36.4K -164 -2%
GWM
4361
GK Wealth Management
Nevada
$2.21M -$255K -1,149 -10%
NJBEST
4362
New Jersey Better Educational Savings Trust
New Jersey
$2.21M
HP
4363
HT Partners
Connecticut
$2.2M -$3.55K -16 -0.2%
SWIG
4364
Strategic Wealth Investment Group
Kentucky
$2.2M -$37.6M -169,108 -94%
RAM
4365
Readystate Asset Management
Illinois
$2.2M +$2.2M +9,920 New
FWM
4366
ForthRight Wealth Management
Georgia
$2.2M -$48.4K -218 -2%
OLA
4367
Oliver Luxxe Assets
New Jersey
$2.19M -$1.14M -5,124 -34%
SWM
4368
Shakespeare Wealth Management
Wisconsin
$2.19M -$30.2K -136 -1%
AFM
4369
Armstrong Fleming & Moore
District of Columbia
$2.19M -$17.8M -79,964 -89%
LCG
4370
Lakeshore Capital Group
Illinois
$2.19M +$92.2K +415 +4%
DFA
4371
DHJJ Financial Advisors
Illinois
$2.19M -$50.4K -227 -2%
MADFP
4372
Michael A Dubis Financial Planning
Wisconsin
$2.18M
OFO
4373
OneAscent Family Office
Alabama
$2.18M +$1.65M +7,423 +310%
FA
4374
FC Advisory
Pennsylvania
$2.17M -$60.9K -274 -3%
MWP
4375
Meredith Wealth Planning
Illinois
$2.17M -$69.3K -312 -3%