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 %
TCM
4426
Tran Capital Management
California
$2.06M +$97.1K +437 +5%
WIM
4427
Waycross Investment Management
Washington
$2.06M
DWM
4428
Dogwood Wealth Management
Kansas
$2.06M +$245K +1,101 +13%
EFP
4429
EnRich Financial Partners
Wisconsin
$2.05M -$23.8K -107 -1%
FPW
4430
Flywheel Private Wealth
California
$2.05M -$66.6K -300 -3%
MBI
4431
May Barnhard Investments
Maryland
$2.05M +$124K +558 +6%
VPWA
4432
Vestia Personal Wealth Advisors
Indiana
$2.05M +$57.3K +258 +3%
YCG
4433
Yeomans Consulting Group
Georgia
$2.05M +$44.2K +199 +2%
DM
4434
Delphi Management
Massachusetts
$2.05M -$108K -487 -5%
GFL
4435
Granite FO LLC
New Hampshire
$2.05M
EWS
4436
Eagle Wealth Strategies
New Jersey
$2.04M -$56.9K -256 -3%
CFS
4437
Coordinated Financial Services
Colorado
$2.04M -$146K -659 -7%
RF
4438
RHS Financial
California
$2.04M -$134K -604 -6%
FA
4439
FSA Advisors
Michigan
$2.04M +$329K +1,479 +19%
PTCG
4440
Pring Turner Capital Group
California
$2.04M -$445K -2,005 -18%
SOAG
4441
Silver Oak Advisory Group
Oregon
$2.04M -$135K -608 -6%
JC
4442
JBGlobal.com
New York
$2.03M -$9.55K -43 -0.5%
EA
4443
Echo45 Advisors
California
$2.03M +$12.4K +56 +0.6%
MCM
4444
Mainstay Capital Management
Michigan
$2.03M +$12.9K +58 +0.6%
LAS
4445
Lloyd Advisory Services
Georgia
$2.03M +$452K +2,616 +29%
CAG
4446
Compass Advisory Group
New York
$2.03M -$7.77K -35 -0.4%
FAC
4447
Financial Advisory Corporation
Michigan
$2.03M +$1.11K +5 +0.1%
ACM
4448
Armbruster Capital Management
New York
$2.02M +$24.4K +110 +1%
KHC
4449
Koesten Hirschmann & Crabtree
Kansas
$2.02M -$102K -459 -5%
PA
4450
Probity Advisors
Texas
$2.02M +$155K +699 +8%