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 %
SL
4526
SFM LLC
New Hampshire
$1.85M +$324K +1,460 +21%
WA
4527
Waterford Advisors
New York
$1.85M -$11.3K -51 -0.6%
BWS
4528
Broadway Wealth Solutions
Texas
$1.85M +$402K +1,810 +28%
MWML
4529
M Wealth Management LLC
California
$1.84M
WIP
4530
WealthCare Investment Partners
Rhode Island
$1.84M +$16.8K +87 +0.9%
EIP
4531
Easterly Investment Partners
Massachusetts
$1.84M
G
4532
Gainplan
Michigan
$1.84M -$16K -72 -0.9%
AA
4533
ACT Advisors
North Carolina
$1.83M +$62.9K +283 +4%
MI
4534
Motiv8 Investments
Florida
$1.83M +$18.2K +82 +1%
EBSAM
4535
Eubel Brady & Suttman Asset Management
Ohio
$1.83M -$15.1K -68 -0.8%
CW
4536
Code Waechter
Florida
$1.83M -$34.9K -157 -2%
KPWM
4537
KDK Private Wealth Management
Texas
$1.82M -$89.7K -404 -5%
WA
4538
WPG Advisers
Maryland
$1.82M +$297K +1,339 +20%
TWM
4539
Trevian Wealth Management
Massachusetts
$1.81M -$17.6K -79 -1%
VFIC
4540
Valley Forge Investment Consultants
Pennsylvania
$1.81M -$353K -1,591 -16%
NA
4541
Nordwand Advisors
Pennsylvania
$1.81M +$38.2K +172 +2%
MEAC
4542
M.E. Allison & Co
Texas
$1.81M +$67.5K +304 +4%
PA
4543
Paragon Advisors
Texas
$1.8M -$126K -567 -7%
CG
4544
Cynosure Group
Utah
$1.8M -$356K -1,601 -16%
KRW
4545
Kaufman Rossin Wealth
Florida
$1.8M +$855K +3,850 +90%
ST
4546
Sageworth Trust
Pennsylvania
$1.8M -$53.1K -239 -3%
IFA
4547
Interactive Financial Advisors
Illinois
$1.8M
QFPS
4548
Quantum Financial Planning Services
Washington
$1.8M +$305K +1,375 +20%
KNFPWM
4549
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.8M +$218 +1 +0%
LFPWM
4550
Leicht Financial Planning & Wealth Management
New Jersey
$1.79M -$44.9K -202 -2%