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5,594 hedge funds and large institutions have $2.08T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,039 increasing their positions, 3,099 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 135

12% more call options, than puts

Call options by funds: $46.4B | Put options by funds: $41.5B

0.01% more ownership

Funds ownership: 62.49% → 62.49% (+0.01%)

1% less funds holding

Funds holding: 5,656 → 5,594 (-62)

6% less funds holding in top 10

Funds holding in top 10: 3,376 → 3,162 (-214)

13% less capital invested

Capital invested by funds: $2.4T → $2.08T (-$321B)

34% less repeat investments, than reductions

Existing positions increased: 2,039 | Existing positions reduced: 3,099

Holders
5,594
Holders Change
-62
Holders Change %
-1.1%
% of All Funds
74.98%
Holding in Top 10
3,162
Holding in Top 10 Change
-214
Holding in Top 10 Change %
-6.34%
% of All Funds
42.38%
New
167
Increased
2,039
Reduced
3,099
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.01B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.89B
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.65B
3
Amundi
Amundi
France
+$3.39B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.23B
5
Citigroup
Citigroup
New York
+$2.17B

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$21.2B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$5.5B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.14B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
5
HHII
H&H International Investment
California
-$1.54B
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
4376
Prosperity Planning
Missouri
$2.3M – – –
LHWM
4377
Lake Hills Wealth Management
Texas
$2.3M -$69.5K -300 -3%
PCM
4378
Palouse Capital Management
Washington
$2.3M -$423K -1,826 -15%
NWMG
4379
Nicholson Wealth Management Group
South Carolina
$2.3M +$88.5K +382 +4%
VWM
4380
Vermillion Wealth Management
Minnesota
$2.29M -$48.4K -209 -2%
CAGAS
4381
Capital Advisory Group Advisory Services
Minnesota
$2.29M -$1.06M -4,593 -31%
TAM
4382
Tealwood Asset Management
Minnesota
$2.29M -$2.63M -11,333 -52%
MSF
4383
Mustard Seed Financial
Arkansas
$2.29M – – –
SWM
4384
Seed Wealth Management
Illinois
$2.29M – – –
LWMNY
4385
Landmark Wealth Management (New York)
New York
$2.29M -$62.6K -270 -3%
BAMG
4386
Brand Asset Management Group
Missouri
$2.29M +$25.7K +111 +1%
PCM
4387
Payne Capital Management
New York
$2.29M -$460K -1,987 -16%
PBC
4388
Pavion Blue Capital
California
$2.29M – – –
MA
4389
Maxele Advisors
Missouri
$2.28M +$37.1K +160 +2%
SC
4390
Summa Corp
Texas
$2.28M -$281K -1,211 -11%
DP
4391
Divergent Planning
Maryland
$2.28M +$267K +1,154 +13%
UCI
4392
Uncommon Cents Investing
Wisconsin
$2.28M -$42.9K -185 -2%
FOR
4393
Family Office Research
Maryland
$2.28M -$191K -826 -7%
RSF
4394
Rik Saylor Financial
Ohio
$2.27M +$47.3K +204 +2%
EFS
4395
Econ Financial Services
Pennsylvania
$2.27M +$215K +928 +10%
EW
4396
Element Wealth
Mississippi
$2.27M -$239K -1,031 -9%
LA
4397
Lakeside Advisors
Washington
$2.26M -$69.5K -300 -3%
AF
4398
Abound Financial
California
$2.26M +$463 +2 +0%
GA
4399
Gordian Advisors
Arizona
$2.26M -$15.5K -67 -0.7%
FA
4400
FDx Advisors
Illinois
$2.25M -$87.8K -379 -4%
174 175
176
177 178

AAPL Hedge Fund Activity: Q1 2025 in Review

5,594 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2025, worth a combined $2.08T — down 13% from $2.4T a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new AAPL positions and 135 closed out — a net gain of 32 holders — while 2,039 added to existing stakes and 3,099 trimmed.

The largest buyer was BlackRock, adding an estimated $3.89B. The largest seller was UBS AM, cutting an estimated $21.2B.

  • 5,594 institutional investors held Apple (AAPL) as of Q1 2025, down from 5,656 in Q4 2024.
  • Funds reported $2.08T of Apple stock for Q1 2025, down 13% quarter-over-quarter.
  • 167 funds opened new Apple positions in Q1 2025 and 135 closed out, a net change of +32 holders.
  • The largest Apple buyer in Q1 2025 was BlackRock, an estimated $3.89B added.
  • The largest Apple seller in Q1 2025 was UBS AM, an estimated $21.2B sold.

Based on aggregated 13F filings for Q1 2025.