We are live on ! Find out more

5,592 hedge funds and large institutions have $2.08T invested in Apple in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 2,038 increasing their positions, 3,098 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 135

12% more call options, than puts

Call options by funds: $46.4B | Put options by funds: $41.5B

0.01% more ownership

Funds ownership: 62.49%62.49% (+0.01%)

1% less funds holding

Funds holding: 5,6545,592 (-62)

6% less funds holding in top 10

Funds holding in top 10: 3,3763,162 (-214)

13% less capital invested

Capital invested by funds: $2.4T → $2.08T (-$321B)

34% less repeat investments, than reductions

Existing positions increased: 2,038 | Existing positions reduced: 3,098

Holders
5,592
Holders Change
-62
Holders Change %
-1.1%
% of All Funds
74.97%
Holding in Top 10
3,162
Holding in Top 10 Change
-214
Holding in Top 10 Change %
-6.34%
% of All Funds
42.39%
New
167
Increased
2,038
Reduced
3,098
Closed
135
Calls
$46.4B
Puts
$41.5B
Net Calls
+$4.88B
Net Calls Change
+$4.01B
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
5051
Lugano Financial Advisors SA (LFA)
Switzerland
$936K -$74.8K -323 -7%
AWP
5052
Avid Wealth Partners
Texas
$935K +$215K +930 +28%
TWA
5053
Trellis Wealth Advisors
California
$931K -$619K -2,673 -39%
HPA
5054
High Probability Advisors
New York
$924K -$172K -744 -15%
GF
5055
Gimbal Financial
Indiana
$921K -$66.7K -288 -6%
SAIG
5056
Semper Augustus Investments Group
Colorado
$920K
BC
5057
Barnett & Company
Tennessee
$916K -$258K -1,112 -21%
LL
5058
LPWM LLC
Minnesota
$914K +$6.02K +26 +0.6%
HBFP
5059
Henderson Brothers Financial Partners
Pennsylvania
$913K +$778K +3,357 New
UOTTAIMCU
5060
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$911K -$24.3M -104,950 -96%
AWMG
5061
ADG Wealth Management Group
Louisiana
$908K +$3.01K +13 +0.3%
LWA
5062
LifeGoal Wealth Advisors
New York
$906K
DHC
5063
Drum Hill Capital
Connecticut
$905K
WA
5064
Win Advisors
Florida
$902K +$941K +4,061 New
PM
5065
Penbrook Management
New York
$901K -$11.6K -50 -1%
FA
5066
Freestate Advisors
Kansas
$900K +$34.5K +149 +4%
FP
5067
FFG Partners
Florida
$900K +$927 +4 +0.1%
UA
5068
Unison Advisors
District of Columbia
$899K +$232 +1 +0%
TDWM
5069
Topel & Distasi Wealth Management
California
$898K -$146K -630 -13%
PA
5070
Pineridge Advisors
Missouri
$893K -$790K -3,410 -46%
MHFA
5071
Mission Hills Financial Advisory
California
$892K +$12.3K +53 +1%
CMMS
5072
Comprehensive Money Management Services
Florida
$892K -$111K -480 -11%
OAM
5073
Oberweis Asset Management
Illinois
$891K +$178K +768 +24%
PWM
5074
Proathlete Wealth Management
Florida
$884K +$2.78K +12 +0.3%
Mawer Investment Management
5075
Mawer Investment Management
Alberta, Canada
$880K

AAPL Hedge Fund Activity: Q1 2025 in Review

5,592 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2025, worth a combined $2.08T — down 13% from $2.4T a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new AAPL positions and 135 closed out — a net gain of 32 holders — while 2,038 added to existing stakes and 3,098 trimmed.

The largest buyer was BlackRock, adding an estimated $3.89B. The largest seller was UBS AM, cutting an estimated $21.2B.

  • 5,592 institutional investors held Apple (AAPL) as of Q1 2025, down from 5,654 in Q4 2024.
  • Funds reported $2.08T of Apple stock for Q1 2025, down 13% quarter-over-quarter.
  • 167 funds opened new Apple positions in Q1 2025 and 135 closed out, a net change of +32 holders.
  • The largest Apple buyer in Q1 2025 was BlackRock, an estimated $3.89B added.
  • The largest Apple seller in Q1 2025 was UBS AM, an estimated $21.2B sold.

Based on aggregated 13F filings for Q1 2025.