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 %
RWM
5151
Refined Wealth Management
Utah
$660K -$2.17M -9,759 -77%
CWM
5152
Core Wealth Management
Florida
$657K
BCWM
5153
Ball & Co Wealth Management
Tennessee
$655K -$184K -830 -22%
MF
5154
Manuka Financial
Virginia
$654K -$232K -1,045 -26%
LWMT
5155
Legacy Wealth Management (Tennessee)
Tennessee
$653K -$75.3K -339 -10%
TFP
5156
Traction Financial Partners
Wyoming
$648K -$107K -481 -14%
AAM
5157
American Asset Management
Florida
$646K
EI
5158
Ecofi Investissements
France
$646K -$9.5K -50 -1%
AFS
5159
Anderson Financial Strategies
Ohio
$646K +$635K +2,857 +5,831%
JCM
5160
J2 Capital Management
Michigan
$644K -$191K -860 -23%
HCC
5161
Hirtle Callaghan & Co
Pennsylvania
$641K -$15.8M -70,981 -96%
TFG
5162
Tull Financial Group
Virginia
$639K +$444 +2 +0.1%
IWC
5163
Infinity Wealth Counsel
Ohio
$638K -$13.8K -62 -2%
MCM
5164
MontVue Capital Management
Virginia
$638K -$134K -605 -17%
BWS
5165
BCR Wealth Strategies
Alabama
$637K +$291K +1,310 +84%
IPA
5166
Investment Planning Advisors
Georgia
$635K -$14K -63 -2%
BFA
5167
Bluestem Financial Advisors
Illinois
$635K -$54K -243 -8%
TCM
5168
Twele Capital Management
Minnesota
$631K +$444 +2 +0.1%
CW
5169
Cooksen Wealth
Texas
$629K
DWS
5170
Dynamic Wealth Strategies
California
$629K -$12K -54 -2%
LBWM
5171
Left Brain Wealth Management
Illinois
$628K -$20K -90 -3%
DCBT
5172
Dakota Community Bank & Trust
North Dakota
$626K
CCM
5173
Coerente Capital Management
Ontario, Canada
$624K -$10K -45 -2%
KBG
5174
Kahn Brothers Group
New York
$620K
TPW
5175
TL Private Wealth
Texas
$618K +$172 +1 +0%