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 %
HIW
4401
Holos Integrated Wealth
Pennsylvania
$2.1M -$612K -2,754 -23%
AFS
4402
Access Financial Services
Minnesota
$2.1M
HCA
4403
Heck Capital Advisors
Wisconsin
$2.09M +$869K +3,910 +71%
CC
4404
Climber Capital
Switzerland
$2.09M -$78.7K -441 -4%
GSWM
4405
Greenup Street Wealth Management
Michigan
$2.09M -$4.36M -19,633 -68%
PFG
4406
Prospect Financial Group
Virginia
$2.09M +$238K +1,072 +13%
SA
4407
Stewardship Advisors
Pennsylvania
$2.08M +$35.3K +159 +2%
DWS
4408
Discipline Wealth Solutions
South Carolina
$2.08M +$222 +1 +0%
WFS
4409
WealthGarden F.S.
California
$2.08M +$157K +709 +8%
GC
4410
Giverny Capital
Quebec, Canada
$2.08M -$1.69M -7,609 -45%
PWP
4411
Prasad Wealth Partners
Ohio
$2.08M +$51.8K +233 +3%
NI
4412
NDVR Inc
Massachusetts
$2.08M -$19.5K -88 -0.9%
MFG
4413
Monte Financial Group
Connecticut
$2.08M -$60.9K -309 -3%
MBFW
4414
Morton Brown Family Wealth
Pennsylvania
$2.07M +$75.5K +340 +4%
CDWM
4415
Campbell Deegan Wealth Management
Virginia
$2.07M +$259K +1,165 +14%
RWM
4416
Rezny Wealth Management
Florida
$2.07M +$8.89K +40 +0.4%
PFC
4417
Phocas Financial Corp
California
$2.07M
HG
4418
Harbor Group
New Hampshire
$2.07M +$1.11K +5 +0.1%
TWM
4419
Trinity Wealth Management
Pennsylvania
$2.07M +$11.3K +51 +0.6%
BA
4420
Bellwether Advisors
Nebraska
$2.06M +$2.67K +12 +0.1%
HPM
4421
Hudson Portfolio Management
New York
$2.06M -$57.8K -260 -3%
CWA
4422
Cornerstone Wealth Advisors
Minnesota
$2.06M -$20K -90 -1%
BF
4423
Bonfire Financial
Colorado
$2.06M -$64.2K -289 -3%
CCP
4424
Cushing Capital Partners
Wisconsin
$2.06M +$90.9K +409 +5%
LFA
4425
Lauterbach Financial Advisors
Texas
$2.06M -$123K -553 -6%