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 %
TWM
4876
Tumwater Wealth Management
Idaho
$1.14M +$222 +1 +0%
TWP
4877
Total Wealth Planning
Ohio
$1.14M -$153K -688 -12%
PIC
4878
Portland Investment Counsel
Ontario, Canada
$1.14M
SCM
4879
Sheridan Capital Management
California
$1.14M +$18.7K +84 +2%
HPCM
4880
Hunter Perkins Capital Management
Illinois
$1.14M
OC
4881
Optima Capital
Oregon
$1.13M -$57.8K -260 -5%
PFMU
4882
Privium Fund Management (UK)
United Kingdom
$1.13M +$1.13M +5,050 New
PPC
4883
Pennington Partners & Co
Maryland
$1.13M -$1.3M -5,874 -54%
NEPPG
4884
New England Professional Planning Group
Rhode Island
$1.13M
CF
4885
CBM Financial
Texas
$1.13M +$1.13M +5,333 New
PFC
4886
Poplar Forest Capital
California
$1.13M
MWG
4887
Martin Worley Group
Utah
$1.12M -$320K -1,439 -22%
BWL
4888
Beacon Wealthcare LLC
North Carolina
$1.12M +$1.11K +5 +0.1%
IHWM
4889
Iron Horse Wealth Management
Iowa
$1.12M -$3.78K -17 -0.3%
MIAS
4890
Mason Investment Advisory Services
Virginia
$1.12M -$446K -2,007 -28%
TC
4891
TAGStone Capital
North Carolina
$1.12M -$5.11K -23 -0.5%
RFS
4892
Retirement Financial Solutions
Tennessee
$1.12M -$15.6K -70 -1%
SJGA
4893
Stephen J. Garry & Associates
New York
$1.11M +$666 +3 +0.1%
HWM
4894
Hobbs Wealth Management
Indiana
$1.11M -$156K -704 -12%
USPCM
4895
Union Square Park Capital Management
New York
$1.11M +$1.11M +5,000 New
SWM
4896
SpringVest Wealth Management
Texas
$1.11M -$250K -1,124 -18%
LG
4897
Lane Generational
Massachusetts
$1.11M
HC
4898
Hurley Capital
New York
$1.11M +$76.2K +343 +7%
MGWA
4899
Monument Group Wealth Advisors
Massachusetts
$1.11M +$189K +851 +21%
SWM
4900
Sagace Wealth Management
Florida
$1.1M -$6.89K -31 -0.6%