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 %
TT
4701
TI-Trust
Illinois
$1.45M
WCM
4702
Warburton Capital Management
Oklahoma
$1.45M +$304K +1,370 +27%
FEM
4703
Fulcrum Equity Management
Texas
$1.45M +$228K +1,025 +19%
WWA
4704
Wingate Wealth Advisors
Massachusetts
$1.45M -$365K -1,645 -20%
PIFP
4705
Partners in Financial Planning
Virginia
$1.45M
BCM
4706
BCK Capital Management
Connecticut
$1.44M -$57.3K -258 -4%
ATI
4707
ARK & TLK Investments
Oklahoma
$1.44M -$53.3K -240 -4%
CAAM
4708
Cornerstone Advisors Asset Management
Pennsylvania
$1.44M +$77.3K +348 +6%
LWA
4709
Lifelong Wealth Advisors
Minnesota
$1.44M +$7.33K +33 +0.5%
DWM
4710
David Wealth Management
Virginia
$1.43M -$2K -9 -0.1%
WFA
4711
Websterrogers Financial Advisors
South Carolina
$1.43M -$85.7K -386 -6%
PP
4712
PFS Partners
New Jersey
$1.43M -$22.4K -101 -2%
SI
4713
Stonekeep Investments
New Mexico
$1.43M +$13.6K +61 +1%
PWH
4714
Priebe Wealth Holdings
Minnesota
$1.43M +$254K +1,144 +22%
RA
4715
Rodgers & Associates
Pennsylvania
$1.42M -$17.1K -77 -1%
BHWA
4716
Beacon Harbor Wealth Advisors
Virginia
$1.42M
NPPM
4717
North Point Portfolio Managers
Ohio
$1.42M -$889 -4 -0.1%
KG
4718
Kilter Group
New York
$1.42M -$38.7K -174 -3%
RIA
4719
Retirement Investment Advisors
Oklahoma
$1.42M -$8K -36 -0.6%
HIGP
4720
Hill Investment Group Partners
Missouri
$1.42M -$1.49M -6,706 -51%
LSCM
4721
Light Street Capital Management
California
$1.41M -$10.3M -46,482 -88%
LFG
4722
Lockerman Financial Group
California
$1.41M +$12K +54 +0.9%
HKAM
4723
Horizon Kinetics Asset Management
New York
$1.41M -$365K -1,645 -21%
VEA
4724
Virtus ETF Advisers
New York
$1.41M +$1.41M +6,362 New
ACM
4725
Altrius Capital Management
North Carolina
$1.41M +$16.2K +73 +1%