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 %
PAG
4626
Poinciana Advisors Group
Florida
$1.62M -$628K -2,826 -28%
CPWM
4627
Cypress Point Wealth Management
Texas
$1.62M -$8.89K -40 -0.5%
CW
4628
Curio Wealth
Maryland
$1.62M -$494M -5,188 -100%
SAM
4629
Smith Asset Management
Florida
$1.61M +$371K +1,672 +30%
UFF
4630
USA Financial Formulas
Michigan
$1.61M +$169K +759 +12%
WWWM
4631
White Wing Wealth Management
Texas
$1.6M +$7.88K +40 +0.5%
TWD
4632
True Wealth Design
Ohio
$1.6M +$24.4K +110 +2%
SL
4633
SWMG LLC
Texas
$1.6M +$114K +545 +8%
GSWA
4634
Good Steward Wealth Advisors
Tennessee
$1.6M +$1.6M +7,201 New
NCG
4635
Newport Capital Group
New Jersey
$1.6M +$44.4K +200 +3%
LP
4636
LMR Partners
United Kingdom
$1.6M +$222 +1 +0%
HSWM
4637
Hubbell Strickland Wealth Management
Louisiana
$1.59M -$8K -36 -0.5%
SC
4638
Stephenson & Company
California
$1.59M +$21.8K +98 +1%
SA
4639
SoundView Advisors
Washington
$1.59M
FA
4640
Fortis Advisors
Pennsylvania
$1.59M +$29.8K +134 +2%
AFTS
4641
American Financial & Tax Strategies
New York
$1.59M +$452K +2,037 +40%
CCA
4642
Coign Capital Advisors
Utah
$1.59M +$14K +63 +0.9%
HWM
4643
HighMark Wealth Management
Minnesota
$1.58M -$23.6K -105 -1%
CWM
4644
Cedar Wealth Management
California
$1.58M +$85.5K +385 +6%
EFN
4645
Equita Financial Network
Pennsylvania
$1.58M +$549K +2,471 +53%
FSA
4646
Financial Sense Advisors
California
$1.58M +$1.56K +7 +0.1%
KWM
4647
Kanen Wealth Management
Florida
$1.58M
AWMNY
4648
Arcadia Wealth Management (New York)
New York
$1.58M -$25.3K -114 -2%
SWM
4649
Shelton Wealth Management
Texas
$1.57M +$21.5K +97 +1%
SPW
4650
Surience Private Wealth
Washington
$1.57M -$2.5M -11,274 -62%