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 %
AAA
4976
AG Asset Advisory
California
$946K
LIWM
4977
Long Island Wealth Management
New York
$942K
PWM
4978
Partnership Wealth Management
Maryland
$942K -$96.6K -435 -9%
BP
4979
BCK Partners
New York
$941K
CCG
4980
Capital CS Group
California
$941K +$97.5K +439 +12%
MTIM
4981
Marathon Trading Investment Management
Pennsylvania
$938K +$689K +3,100 +276%
WFC
4982
Western Financial Corp
California
$937K -$24.9K -112 -3%
THL
4983
Tillman Hartley LLC
Colorado
$937K
LFASL
4984
Lugano Financial Advisors SA (LFA)
Switzerland
$936K -$71.7K -323 -7%
AWP
4985
Avid Wealth Partners
Texas
$935K +$207K +930 +28%
TWA
4986
Trellis Wealth Advisors
California
$931K -$594K -2,673 -39%
HPA
4987
High Probability Advisors
New York
$924K -$165K -744 -15%
GF
4988
Gimbal Financial
Indiana
$921K -$64K -288 -6%
SAIG
4989
Semper Augustus Investments Group
Colorado
$920K
BC
4990
Barnett & Company
Tennessee
$916K -$247K -1,112 -21%
LL
4991
LPWM LLC
Minnesota
$914K +$5.78K +26 +0.6%
UOTTAIMCU
4992
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$911K -$23.3M -104,950 -96%
AWMG
4993
ADG Wealth Management Group
Louisiana
$908K +$2.89K +13 +0.3%
LWA
4994
LifeGoal Wealth Advisors
New York
$906K
DHC
4995
Drum Hill Capital
Connecticut
$905K
WA
4996
Win Advisors
Florida
$902K +$902K +4,061 New
PM
4997
Penbrook Management
New York
$901K -$11.1K -50 -1%
FA
4998
Freestate Advisors
Kansas
$900K +$33.1K +149 +4%
FP
4999
FFG Partners
Florida
$900K +$889 +4 +0.1%
UA
5000
Unison Advisors
District of Columbia
$899K +$222 +1 +0%