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 %
HTWM
4376
Hartmann Taylor Wealth Management
Texas
$2.16M +$2.16M +9,726 New
PCM
4377
Presidio Capital Management
California
$2.16M +$242K +1,091 +13%
RIS
4378
Richmond Investment Services
Wisconsin
$2.15M +$32.7K +147 +2%
FFWM
4379
Future Financial Wealth Management
Ohio
$2.15M -$10K -45 -0.5%
AV
4380
Aspiring Ventures
Ohio
$2.15M +$662K +3,373 +44%
1IA
4381
1620 Investment Advisors
Massachusetts
$2.15M -$10.9K -49 -0.5%
CSD
4382
Clear Street Derivatives
New York
$2.15M -$656K -2,954 -23%
PWM
4383
Provident Wealth Management
Tennessee
$2.14M +$21.5K +97 +1%
SO
4384
Sierra Ocean
California
$2.14M -$51.3K -231 -2%
BAWC
4385
Boyce & Associates Wealth Consulting
Texas
$2.14M -$21.1K -95 -1%
RFA
4386
RTD Financial Advisors
Pennsylvania
$2.13M +$130K +583 +6%
BF
4387
Baring Financial
Washington
$2.13M -$106K -476 -5%
SIA
4388
SkyView Investment Advisors
New Jersey
$2.13M +$51.5K +232 +2%
FAM
4389
Flaharty Asset Management
Florida
$2.13M -$684K -3,081 -24%
FDDB
4390
Fidelity D&D Bancorp
Pennsylvania
$2.12M -$103K -462 -5%
BA
4391
Brightwater Advisory
Florida
$2.12M -$143K -644 -6%
EWM
4392
Evergreen Wealth Management
Michigan
$2.11M -$743K -3,346 -26%
VF
4393
Vawter Financial
Ohio
$2.11M +$13.3K +60 +0.6%
NFG
4394
Northeast Financial Group
Pennsylvania
$2.11M +$238K +1,073 +13%
WN
4395
Williams & Novak
California
$2.11M -$595K -2,664 -22%
FW
4396
Fidato Wealth
Ohio
$2.11M -$378K -1,703 -15%
LRIA
4397
Leonard Rickey Investment Advisors
Washington
$2.1M -$103K -507 -5%
MIM
4398
Miller Investment Management
Pennsylvania
$2.1M -$8.89K -40 -0.4%
LWM
4399
LeConte Wealth Management
Tennessee
$2.1M +$2.1M +9,463 New
PCM
4400
Permanent Capital Management
Illinois
$2.1M +$206K +927 +11%