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 %
CCM
4726
Cullen Capital Management
New York
$1.41M
PCM
4727
Prospera Capital Management
Arizona
$1.41M +$1.41M +6,325 New
BAM
4728
Broyhill Asset Management
North Carolina
$1.4M -$32.9K -148 -2%
IFO
4729
Independent Family Office
New York
$1.4M
SAS
4730
Stelac Advisory Services
New York
$1.4M -$740K -3,330 -35%
HFA
4731
Highland Financial Advisors
New Jersey
$1.4M -$125K -563 -8%
HWMT
4732
Heritage Wealth Management (Texas)
Texas
$1.4M
HCA
4733
Hyperion Capital Advisors
New York
$1.4M
FWM
4734
Fortress Wealth Management
California
$1.39M -$1.39M -6,277 -50%
SOWAS
4735
Silver Oak Wealth Advisors Services
California
$1.39M -$11.8K -53 -0.8%
BSG
4736
Black Swift Group
Colorado
$1.39M -$1.11M -5,005 -44%
SGC
4737
Slocum, Gordon & Co
Rhode Island
$1.39M -$280K -1,260 -17%
MWM
4738
Maltin Wealth Management
New Jersey
$1.39M -$18.9K -85 -1%
5W
4739
5T Wealth
California
$1.39M -$113K -509 -8%
AWA
4740
Adapt Wealth Advisors
Georgia
$1.38M -$56.4K -254 -4%
EFG
4741
Ehrlich Financial Group
California
$1.38M +$1.56K +7 +0.1%
QC
4742
Quantessence Capital
New York
$1.38M -$3.68M -16,577 -73%
SA
4743
Seneschal Advisors
Washington
$1.38M -$93.7K -422 -6%
T
4744
TOBAM
France
$1.38M -$509K -2,291 -27%
YIM
4745
Yoffe Investment Management
Pennsylvania
$1.38M -$222 -1 -0%
GWM
4746
Greenhouse Wealth Management
Connecticut
$1.38M
PPWM
4747
PFG Private Wealth Management
Florida
$1.38M -$134K -603 -9%
IAM
4748
Infusive Asset Management
New York
$1.38M -$2.85M -12,816 -67%
MGIA
4749
Matthew Goff Investment Advisor
Texas
$1.38M -$498K -2,240 -27%
AFWM
4750
AMJ Financial Wealth Management
Virginia
$1.37M +$7.11K +32 +0.5%