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 %
WCM
5101
WealthTrak Capital Management
Virginia
$731K -$163K -734 -18%
SW
5102
Schulz Wealth
Texas
$728K -$5.11K -23 -0.7%
TLFA
5103
True Link Financial Advisors
California
$728K +$139K +624 +24%
VH
5104
Visionary Horizons
Tennessee
$727K -$551K -2,479 -43%
WWA
5105
Wealth Watch Advisors
Colorado
$725K -$338K -1,520 -32%
IWM
5106
IMG Wealth Management
Florida
$724K -$1.11K -5 -0.2%
AAM
5107
Ameraudi Asset Management
New York
$724K
JE
5108
JMAC Enterprises
Pennsylvania
$721K -$8.7M -39,152 -92%
FWM
5109
FSR Wealth Management
Illinois
$721K -$390K -1,757 -35%
CI
5110
Cavalier Investments
Georgia
$721K -$889 -4 -0.1%
EFMH
5111
E Fund Management (HK)
Hong Kong
$718K +$316K +1,421 +79%
HAM
5112
Hickory Asset Management
Ohio
$718K +$1.33K +6 +0.2%
SPAS
5113
Spectrum Planning & Advisory Services
California
$715K -$109K -489 -13%
PWM
5114
PMG Wealth Management
Illinois
$715K -$3.33K -15 -0.5%
AFS
5115
Axiom Financial Strategies
Indiana
$713K -$10.7K -48 -1%
AI
5116
Arrien Investments
Idaho
$712K -$21.8K -98 -3%
LWM
5117
Level Wealth Management
North Carolina
$711K +$222 +1 +0%
CC
5118
Citrine Capital
California
$710K
ACM
5119
Anfield Capital Management
California
$708K -$1.78K -8 -0.3%
OA
5120
Oceanside Advisors
South Carolina
$706K -$2.89K -13 -0.4%
MLIC
5121
Mandatum Life Insurance Company
Finland
$705K -$32.2K -145 -4%
RBC
5122
Roble Belko & Company
Pennsylvania
$703K -$168K -759 -19%
PFA
5123
Petra Financial Advisors
Colorado
$701K -$361K -1,624 -34%
BCM
5124
Brooktree Capital Management
Michigan
$700K -$1.53M -6,879 -69%
PWM
5125
Parkworth Wealth Management
California
$700K -$164K -739 -19%