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 %
LIA
4501
LifePlan Investment Advisors
North Carolina
$1.91M -$94K -423 -5%
I2I
4502
Insight 2811 Inc
Illinois
$1.91M -$25.1K -113 -1%
MAM
4503
MMA Asset Management
Pennsylvania
$1.91M -$21.1K -95 -1%
SG
4504
Strid Group
Pennsylvania
$1.91M -$245K -1,103 -11%
BWA
4505
BlueSky Wealth Advisors
North Carolina
$1.91M +$17.8K +80 +0.9%
OPW
4506
Osprey Private Wealth
New York
$1.9M +$153K +690 +9%
CISOA
4507
Capital Investment Services of America
Wisconsin
$1.9M -$41.1K -185 -2%
OFP
4508
OLIO Financial Planning
Virginia
$1.9M +$17.3K +78 +0.9%
MF
4509
Meridian Financial
Massachusetts
$1.9M -$26.2K -118 -1%
MWM
4510
McNaughton Wealth Management
California
$1.9M +$114K +512 +6%
SSC
4511
Syverson Strege & Co
Iowa
$1.89M +$83.1K +374 +5%
PIWA
4512
Prevail Innovative Wealth Advisors
Kansas
$1.89M -$3.39M -15,283 -64%
NLWP
4513
Next Level Wealth Planning
Idaho
$1.89M -$22.2K -100 -1%
TWG
4514
The Wealth Group
Minnesota
$1.89M +$133K +600 +8%
CWMA
4515
Capstone Wealth Management (Alabama)
Alabama
$1.89M -$8K -36 -0.4%
CC
4516
Copperleaf Capital
North Carolina
$1.88M -$10.4K -47 -0.6%
GIO
4517
Galilei Investment Office
United Kingdom
$1.88M
AWM
4518
Altus Wealth Management
Kentucky
$1.87M -$55.3K -249 -3%
TIAM2
4519
Tru Independence Asset Management 2
Oregon
$1.87M -$24.2K -109 -1%
E
4520
EntreWealth
Texas
$1.86M +$588K +2,648 +46%
RFA
4521
Reyes Financial Architecture
California
$1.86M -$1.84M -8,293 -50%
SFA
4522
Seneca Financial Advisors
New York
$1.86M +$279K +1,258 +18%
TF
4523
Tandem Financial
Colorado
$1.86M +$1.86M +8,357 New
BPAMU
4524
BTG Pactual Asset Management US
New York
$1.85M -$3.65M -16,437 -66%
GWA
4525
Genesis Wealth Advisors
Massachusetts
$1.85M