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 %
OFC
4601
Oakland Financial Corp
$1.67M
AWP
4602
Astra Wealth Partners
New Jersey
$1.67M +$95.5K +430 +6%
OWM
4603
Orgel Wealth Management
Wisconsin
$1.66M -$104K -466 -6%
PWM
4604
PTM Wealth Management
United States
$1.66M +$1.66M +9,615 New
PCM
4605
Passive Capital Management
Maryland
$1.66M +$772K +3,476 +87%
HWA
4606
Hilltop Wealth Advisors
North Carolina
$1.65M +$370K +1,665 +29%
OWM
4607
OneAscent Wealth Management
Alabama
$1.65M -$419K -1,885 -20%
ACA
4608
Ascension Capital Advisors
Texas
$1.65M -$4.44K -20 -0.3%
VFA
4609
Voya Financial Advisors
Connecticut
$1.65M +$116K +533 +8%
DCM
4610
Driehaus Capital Management
Illinois
$1.65M -$1.39M -6,247 -46%
SIC
4611
Schwartz Investment Counsel
Michigan
$1.64M -$44.4K -200 -3%
GF
4612
GGM Financials
Ohio
$1.64M +$14.2K +64 +0.9%
MAV
4613
Mason & Associates (Virginia)
Virginia
$1.64M
GF
4614
Goodman Financial
Texas
$1.64M -$675K -3,038 -29%
TA
4615
TCM Advisors
West Virginia
$1.64M -$1.82M
RAM
4616
Rempart Asset Management
Canada
$1.64M -$116K -520 -7%
PPWP
4617
Proquility Private Wealth Partners
Nevada
$1.64M +$55.5K +250 +4%
BA
4618
Ballew Advisors
Mississippi
$1.63M +$60K +303 +4%
VAM
4619
Verity Asset Management
North Carolina
$1.63M -$2.6M -11,693 -61%
CFS
4620
Cannon Financial Strategists
Georgia
$1.63M -$9.77K -44 -0.6%
VW
4621
Veridan Wealth
Oregon
$1.63M +$230K +1,034 +16%
C
4622
Covestor
United Kingdom
$1.63M +$96.2K +433 +6%
SCA
4623
Sippican Capital Advisors
Massachusetts
$1.62M -$28K -126 -2%
AAS
4624
Asset Allocation Strategies
Michigan
$1.62M -$54K -243 -3%
AA
4625
Aufman Associates
Pennsylvania
$1.62M +$21.1K +95 +1%