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5,592 hedge funds and large institutions have $2.08T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,038 increasing their positions, 3,098 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 135

12% more call options, than puts

Call options by funds: $46.4B | Put options by funds: $41.5B

0.01% more ownership

Funds ownership: 62.49%62.49% (+0.01%)

1% less funds holding

Funds holding: 5,6545,592 (-62)

6% less funds holding in top 10

Funds holding in top 10: 3,3763,162 (-214)

13% less capital invested

Capital invested by funds: $2.4T → $2.08T (-$321B)

34% less repeat investments, than reductions

Existing positions increased: 2,038 | Existing positions reduced: 3,098

Holders
5,592
Holders Change
-62
Holders Change %
-1.1%
% of All Funds
74.97%
Holding in Top 10
3,162
Holding in Top 10 Change
-214
Holding in Top 10 Change %
-6.34%
% of All Funds
42.39%
New
167
Increased
2,038
Reduced
3,098
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.01B
Name Holding Trade Value Shares
Change
Change in
Stake
CF
4951
CBM Financial
Texas
$1.13M +$1.24M +5,333 New
PFC
4952
Poplar Forest Capital
California
$1.13M
MWG
4953
Martin Worley Group
Utah
$1.12M -$333K -1,439 -22%
BWL
4954
Beacon Wealthcare LLC
North Carolina
$1.12M +$1.16K +5 +0.1%
IHWM
4955
Iron Horse Wealth Management
Iowa
$1.12M -$3.94K -17 -0.3%
MIAS
4956
Mason Investment Advisory Services
Virginia
$1.12M -$465K -2,007 -28%
TC
4957
TAGStone Capital
North Carolina
$1.12M -$5.33K -23 -0.5%
SJGA
4958
Stephen J. Garry & Associates
New York
$1.11M +$695 +3 +0.1%
HWM
4959
Hobbs Wealth Management
Indiana
$1.11M -$163K -704 -12%
USPCM
4960
Union Square Park Capital Management
New York
$1.11M +$1.16M +5,000 New
SWM
4961
SpringVest Wealth Management
Texas
$1.11M -$260K -1,124 -18%
LG
4962
Lane Generational
Massachusetts
$1.11M
HC
4963
Hurley Capital
New York
$1.11M +$79.5K +343 +7%
MGWA
4964
Monument Group Wealth Advisors
Massachusetts
$1.11M +$197K +851 +21%
SWM
4965
Sagace Wealth Management
Florida
$1.1M -$7.18K -31 -0.6%
SIM
4966
Synergy Investment Management
Florida
$1.1M -$250K -1,078 -18%
CWM
4967
Consultiva Wealth Management
Puerto Rico
$1.1M +$539K +2,327 +89%
SPIO
4968
Seven Post Investment Office
California
$1.1M
RCM
4969
Requisite Capital Management
Texas
$1.1M -$29.7K -128 -3%
FF
4970
Friedenthal Financial
New Jersey
$1.1M +$68.1K +294 +6%
WSFG
4971
Wall Street Financial Group
Illinois
$1.1M +$425K +1,836 +59%
CLP
4972
Charis Legacy Partners
Texas
$1.09M +$191K +825 +20%
MAS
4973
Madden Advisory Services
Florida
$1.09M +$1.62K +7 +0.1%
JRFS
4974
James Reed Financial Services
Ohio
$1.09M -$35.9K -155 -3%
ADMI
4975
Albert D. Mason Inc
Massachusetts
$1.09M -$52.1K -225 -4%

AAPL Hedge Fund Activity: Q1 2025 in Review

5,592 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2025, worth a combined $2.08T — down 13% from $2.4T a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new AAPL positions and 135 closed out — a net gain of 32 holders — while 2,038 added to existing stakes and 3,098 trimmed.

The largest buyer was BlackRock, adding an estimated $3.89B. The largest seller was UBS AM, cutting an estimated $21.2B.

  • 5,592 institutional investors held Apple (AAPL) as of Q1 2025, down from 5,654 in Q4 2024.
  • Funds reported $2.08T of Apple stock for Q1 2025, down 13% quarter-over-quarter.
  • 167 funds opened new Apple positions in Q1 2025 and 135 closed out, a net change of +32 holders.
  • The largest Apple buyer in Q1 2025 was BlackRock, an estimated $3.89B added.
  • The largest Apple seller in Q1 2025 was UBS AM, an estimated $21.2B sold.

Based on aggregated 13F filings for Q1 2025.