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 %
MFG
4801
Mainsail Financial Group
Washington
$1.27M +$107K +482 +9%
SWM
4802
Seaside Wealth Management
California
$1.27M +$62.4K +281 +5%
FFIC
4803
First Fiduciary Investment Counsel
Ohio
$1.27M
WCP
4804
Welch Capital Partners
New York
$1.26M
TWA
4805
Tandem Wealth Advisors
Arizona
$1.26M +$204K +919 +19%
NWM
4806
Nova Wealth Management
Florida
$1.26M +$31.1K +140 +3%
ACM
4807
Adalta Capital Management
New York
$1.26M -$15.5K -70 -1%
RTL
4808
Red Tortoise LLC
Georgia
$1.26M -$35.5K -160 -3%
VWWMG
4809
Vermillion & White Wealth Management Group
Pennsylvania
$1.26M +$444 +2 +0%
ITB
4810
Idaho Trust Bank
Idaho
$1.25M +$822K +3,701 +191%
WAG
4811
Wheelhouse Advisory Group
Missouri
$1.25M -$98.4K -443 -7%
MA
4812
McGrath & Associates
North Carolina
$1.25M +$116K +523 +10%
CWR
4813
Chico Wealth RIA
California
$1.25M -$222 -1 -0%
MWM
4814
MBE Wealth Management
Wisconsin
$1.25M +$16.9K +76 +1%
AIM
4815
Archer Investment Management
Texas
$1.24M +$426K +1,918 +52%
VIP
4816
Viewpoint Investment Partners
Alberta, Canada
$1.24M +$1.24M +5,596 New
AFP
4817
Alpha Financial Partners
Kentucky
$1.24M +$26.9K +121 +2%
GVCM
4818
Global View Capital Management
Wisconsin
$1.24M -$202K -909 -14%
AWP
4819
Atlas Wealth Partners
Pennsylvania
$1.24M -$81.1K -365 -6%
GCM
4820
Galibier Capital Management
Ontario, Canada
$1.24M +$297K +1,338 +32%
NA
4821
Nottingham Advisors
New York
$1.24M -$1.51M -6,776 -55%
BFS
4822
Bare Financial Services
Pennsylvania
$1.24M +$9.55K +43 +0.8%
ACM
4823
Alamar Capital Management
California
$1.24M -$208K -935 -14%
USGIU
4824
U.S. Global Investors (USGI)
Texas
$1.23M +$1.23M +5,550 New
PCI
4825
Pacifica Capital Investments
Texas
$1.23M