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 %
SIM
4901
Synergy Investment Management
Florida
$1.1M -$239K -1,078 -18%
CWM
4902
Consultiva Wealth Management
Puerto Rico
$1.1M +$517K +2,327 +89%
SPIO
4903
Seven Post Investment Office
California
$1.1M
RCM
4904
Requisite Capital Management
Texas
$1.1M -$28.4K -128 -3%
FF
4905
Friedenthal Financial
New Jersey
$1.1M +$65.3K +294 +6%
WSFG
4906
Wall Street Financial Group
Illinois
$1.1M +$408K +1,836 +59%
CLP
4907
Charis Legacy Partners
Texas
$1.09M +$183K +825 +20%
MAS
4908
Madden Advisory Services
Florida
$1.09M +$1.56K +7 +0.1%
JRFS
4909
James Reed Financial Services
Ohio
$1.09M -$34.4K -155 -3%
ADMI
4910
Albert D. Mason Inc
Massachusetts
$1.09M -$50K -225 -4%
JSA
4911
Jim Saulnier & Associates
Colorado
$1.08M +$699K +3,146 +181%
RCM
4912
Ridgepath Capital Management
Tennessee
$1.08M +$666 +3 +0.1%
CWA
4913
Carolina Wealth Advisors
South Carolina
$1.08M +$623K +2,804 +136%
BOC
4914
Blue Oak Capital
California
$1.08M -$1.08M -4,864 -50%
AC
4915
AlpenGlobal Capital
California
$1.08M
BH
4916
Burk Holdings
Oklahoma
$1.08M +$99.3K +447 +10%
TFO
4917
Timonier Family Office
North Carolina
$1.08M -$72.4K -326 -6%
SHJ
4918
Sharkey, Howes & Javer
Colorado
$1.07M -$140K -630 -12%
TCFP
4919
Treasure Coast Financial Planning
Florida
$1.07M +$48.9K +220 +5%
OPWM
4920
Oregon Pacific Wealth Management
Oregon
$1.07M -$17.5K -79 -2%
C
4921
Croban
Ohio
$1.07M -$552K -2,484 -34%
TC
4922
Tacita Capital
Ontario, Canada
$1.07M
WHRC
4923
W.H. Reaves & Co
New Jersey
$1.07M
AAMC
4924
Asset Allocation & Management Company
Illinois
$1.07M
HIM
4925
Hanlon Investment Management
New Jersey
$1.06M -$3.03M -13,640 -74%