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 %
FFG
5076
Foundry Financial Group
New Hampshire
$761K +$91.3K +411 +14%
ACM
5077
Ashford Capital Management
Delaware
$760K -$140K -630 -16%
SM
5078
Salzhauer Michael
$759K
DC
5079
Darrow Company
Massachusetts
$757K +$1.56K +7 +0.2%
NEAM
5080
New England Asset Management
Connecticut
$751K +$751K +3,382 New
SWTS
5081
Stonehaven Wealth & Tax Solutions
Wisconsin
$748K +$108K +487 +17%
NL
5082
NDWM LLC
California
$747K +$9.78K +44 +1%
HFS
5083
Horizon Financial Services
North Carolina
$747K -$52.9K -238 -7%
FPCG
5084
Forum Private Client Group
Indiana
$747K -$444 -2 -0.1%
LWMI
5085
Legacy Wealth Management (Idaho)
Idaho
$745K -$12K -54 -2%
CPW
5086
Crestmont Private Wealth
Texas
$744K +$98.4K +443 +15%
MWA
5087
Merkkuri Wealth Advisors
New York
$743K -$337K -1,515 -31%
EC
5088
Enhancing Capital
Pennsylvania
$741K
VPI
5089
Value Partners Investments
Manitoba, Canada
$739K -$1.28M -5,758 -63%
OFG
5090
Opulen Financial Group
Virginia
$737K +$222 +1 +0%
WFS
5091
Walker Financial Services
Kentucky
$736K +$71.8K +323 +11%
GCWM
5092
Graham Capital Wealth Management
District of Columbia
$735K +$35.8K +161 +5%
BWA
5093
BCU Wealth Advisors
Illinois
$735K +$666 +3 +0.1%
ACM
5094
Aurdan Capital Management
Pennsylvania
$735K -$24.7K -111 -3%
KIC
5095
Keating Investment Counselors
Florida
$733K -$84.4K -380 -10%
DFA
5096
DHK Financial Advisors
New Hampshire
$732K -$19.8K -89 -3%
AWMNH
5097
Arcadia Wealth Management (New Hampshire)
New Hampshire
$732K +$71.1K +320 +11%
MLRA
5098
Main Line Retirement Advisors
Montana
$732K +$444 +2 +0.1%
FG
5099
Fairman Group
Pennsylvania
$732K -$350K -1,399 -32%
SIM
5100
Sims Investment Management
Ohio
$732K +$475K +2,138 +185%