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 %
TDWM
5001
Topel & Distasi Wealth Management
California
$898K -$140K -630 -13%
PA
5002
Pineridge Advisors
Missouri
$893K -$757K -3,410 -46%
MHFA
5003
Mission Hills Financial Advisory
California
$892K +$11.8K +53 +1%
CMMS
5004
Comprehensive Money Management Services
Florida
$892K -$107K -480 -11%
OAM
5005
Oberweis Asset Management
Illinois
$891K +$171K +768 +24%
PWM
5006
Proathlete Wealth Management
Florida
$884K +$2.68K +12 +0.3%
Mawer Investment Management
5007
Mawer Investment Management
Alberta, Canada
$880K
CF
5008
Cyr Financial
Illinois
$879K +$23.3K +105 +3%
S
5009
ShariaPortfolio
Florida
$877K -$44.4K -200 -5%
TBC
5010
Ted Buchan & Co
California
$874K -$84.4K -380 -9%
WAG
5011
Windsor Advisory Group
Ohio
$872K -$65.1K -293 -7%
UWM
5012
USAdvisors Wealth Management
Minnesota
$871K +$29.1K +131 +3%
PCA
5013
PMV Capital Advisers
Texas
$867K +$666 +3 +0.1%
KFSC
5014
Keystone Financial Services (Colorado)
Colorado
$866K
AC
5015
ASB Consultores
Florida
$865K -$665K -2,995 -43%
SWM
5016
StoneCrest Wealth Management
Arizona
$859K -$1.02M -4,590 -54%
SWIA
5017
Solano Wealth Investment Advisors
California
$856K -$88.9K -400 -9%
MAM
5018
Marquette Asset Management
Minnesota
$853K -$75.5K -340 -8%
SPA
5019
Shore Point Advisors
New Jersey
$852K -$781K -3,515 -48%
SEM
5020
Strategic Equity Management
Arizona
$851K +$222 +1 +0%
SFC
5021
Summit Financial Consulting
Michigan
$850K +$850K +3,828 New
SCI
5022
Silver Coast Investments
United States
$849K -$208K -938 -20%
SWM
5023
Schwallier Wealth Management
Michigan
$846K +$193K +871 +30%
BSWM
5024
Boston Standard Wealth Management
Massachusetts
$843K +$76.7K +364 +10%
PCM
5025
Prelude Capital Management
New York
$843K -$1.18M -5,332 -58%