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 %
OCFG
5026
O'Connor Financial Group
Illinois
$842K +$47.1K +212 +6%
NA
5027
Note Advisors
New York
$839K +$222 +1 +0%
CFG
5028
CMC Financial Group
Georgia
$838K -$222 -1 -0%
BFA
5029
Brown Financial Advisory
Alabama
$837K +$438K +1,972 +110%
PI
5030
Pachira Investments
California
$836K -$177K -811 -17%
PF
5031
Parker Financial
Washington
$836K +$8K +36 +1%
SCA
5032
Scott Capital Advisors
Oregon
$835K -$13.5K -61 -2%
FF
5033
Fluent Financial
Texas
$833K -$8.44K -38 -1%
KTA
5034
Keeley-Teton Advisors
Illinois
$831K -$6.66K -30 -0.8%
TFG
5035
Team Financial Group
California
$831K +$51.1K +230 +7%
PWG
5036
Private Wealth Group
Florida
$830K -$444 -2 -0.1%
GRR
5037
Golden Reserve Retirement
Ohio
$828K +$828K +3,707 New
LKBC
5038
L.K. Benson & Company
Maryland
$826K +$106K +478 +15%
KG
5039
Kieckhefer Group
Wisconsin
$825K
AIA
5040
Armor Investment Advisors
North Carolina
$821K -$11.3K -51 -1%
FIS
5041
Fischer Investment Strategies
California
$816K +$444 +2 +0.1%
KGC
5042
Kennon-Green & Company
Ohio
$811K -$2.89K -13 -0.4%
AFO
5043
Allie Family Office
Florida
$807K
VWA
5044
Valued Wealth Advisors
Utah
$803K -$143K -644 -15%
WIC
5045
Whitegate Investment Counselors
New Hampshire
$802K +$666 +3 +0.1%
CCAL
5046
City Center Advisors LLC
Michigan
$802K +$40.9K +184 +5%
EAM
5047
Everstar Asset Management
North Carolina
$801K -$55.5K -250 -6%
DAM
5048
Deepwater Asset Management
Minnesota
$801K -$899K -4,049 -53%
GWAM
5049
Guardian Wealth Advisors (Minnesota)
Minnesota
$798K -$2.22K -10 -0.3%
HNWA
5050
Henrickson Nauta Wealth Advisors
Michigan
$795K +$60K +315 +8%