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 %
Envestnet Portfolio Solutions
476
Envestnet Portfolio Solutions
Illinois
$170M -$24.7M -111,021 -13%
BFO
477
Biltmore Family Office
North Carolina
$170M +$775K +3,488 +0.5%
BG
478
Bahl & Gaynor
Ohio
$169M -$5.18M -23,307 -3%
SC
479
Savant Capital
Illinois
$169M -$1.61M -7,228 -0.9%
TAM
480
Tocqueville Asset Management
New York
$168M -$18.3M -82,446 -10%
BAAM
481
Baker Avenue Asset Management
California
$167M +$21.8M +97,965 +15%
SW
482
SVB Wealth
Massachusetts
$165M -$192M -863,759 -54%
CA
483
Cornerstone Advisors
North Carolina
$165M
RWP
484
RWA Wealth Partners
Massachusetts
$164M -$24.8M -111,505 -13%
PP
485
Patten & Patten
Tennessee
$162M -$2.06M -9,275 -1%
HIMC
486
Heritage Investors Management Corp
Maryland
$162M -$1.17M -5,283 -0.7%
HW
487
Hancock Whitney
Mississippi
$162M -$389K -1,750 -0.2%
GT
488
Greenleaf Trust
Michigan
$162M +$3.92M +17,663 +2%
DWA
489
Douglass Winthrop Advisors
New York
$161M -$6M -26,990 -4%
PCM
490
Parsons Capital Management
Rhode Island
$161M -$5.83M -26,260 -4%
CAI
491
Capital Advisors Inc
Oklahoma
$160M +$2.36M +10,643 +1%
KWM
492
Kingsview Wealth Management
Oregon
$159M +$30.9M +139,151 +24%
NP
493
NorthRock Partners
Minnesota
$158M -$697K -3,140 -0.4%
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$157M -$6.43M -28,963 -4%
TAM
495
Trillium Asset Management
Massachusetts
$156M -$7.59M -34,158 -5%
NMERB
496
New Mexico Educational Retirement Board
New Mexico
$156M -$3.95M -17,800 -2%
VA
497
Vident Advisory
Georgia
$156M +$36.3M +163,412 +30%
MMA
498
Miracle Mile Advisors
California
$156M +$314K +1,412 +0.2%
GUB
499
Golden Unicorn BVI
$155M -$44.4M -200,000 -22%
DILIC
500
Dai-ichi Life Insurance Company
Japan
$155M -$2.77M -12,460 -2%