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 %
LFA
4951
LGT Financial Advisors
Texas
$1.02M -$444K -2,000 -30%
KGP
4952
Keystone Global Partners
Colorado
$1.02M +$1.02M +4,608 New
SFCL
4953
Strengthening Families & Communities LLC
Massachusetts
$1.02M +$271K +1,285 +36%
RP
4954
Riverwater Partners
Wisconsin
$1.02M +$412K +1,854 +68%
ICM
4955
Innovator Capital Management
Illinois
$1.01M +$201K +905 +25%
IWB
4956
Innovative Wealth Building
Maryland
$1M +$13.6K +61 +1%
BWM
4957
Boyd Wealth Management
California
$999K +$222 +1 +0%
PWP
4958
Phillips Wealth Planners
Mississippi
$998K +$101K +510 +11%
PAM
4959
Prodigy Asset Management
Nebraska
$997K -$311K -1,400 -24%
SIA
4960
Spectrum Investment Advisors
Wisconsin
$991K +$9.78K +44 +1%
FP
4961
Foundry Partners
Minnesota
$985K -$96.6K -435 -9%
VBA
4962
von Borstel & Associates
Oregon
$982K -$30.8K -139 -3%
LODC
4963
Lanham O'Dell & Company
West Virginia
$981K -$44.4K -200 -4%
HB
4964
Horizon Bancorp
Indiana
$980K -$124K -557 -11%
HA
4965
HFG Advisors
Ohio
$979K +$28.4K +128 +3%
Renaissance Technologies
4966
Renaissance Technologies
New York
$976K -$549M -2,463,237 -100%
UI
4967
Unconventional Investor
New Hampshire
$972K
LWA
4968
Lowe Wealth Advisors
Maryland
$971K +$134K +602 +16%
KFP
4969
Keener Financial Planning
Texas
$970K -$125K -561 -11%
SWP
4970
Significant Wealth Partners
Illinois
$964K +$2K +9 +0.2%
PWS
4971
Precision Wealth Strategies
Missouri
$959K +$40.9K +184 +4%
RFL
4972
RD Finance Ltd
Cyprus
$955K +$955K +4,300 New
SAMC
4973
Spectrum Asset Management (California)
California
$951K -$16.2K -73 -2%
GFA
4974
Grunden Financial Advisory
Texas
$950K -$10K -45 -1%
KPPF
4975
Klein Pavlis & Peasley Financial
California
$949K -$36.4K -163 -4%