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
QHA
5201
Quarry Hill Advisors
Minnesota
$687K +$7.64K +33 +1%
SCA
5202
Stuart Chaussee & Associates
California
$687K -$10.2K -44 -1%
CFG
5203
Copley Financial Group
California
$685K +$3.94K +17 +0.6%
MWM
5204
Magnolia Wealth Management
Alabama
$683K
BAM
5205
Boyar Asset Management
New York
$682K
GG
5206
Gleason Group
Kentucky
$679K +$695 +3 +0.1%
TWM
5207
Tanglewood Wealth Management
Texas
$679K
SA
5208
SRN Advisors
Pennsylvania
$678K -$21.5K -93 -3%
STB
5209
S&T Bank
Pennsylvania
$676K +$26.9K +116 +4%
WF
5210
Williams Financial
Vermont
$674K +$493K +2,127 +234%
DF
5211
Define Financial
California
$674K +$580K +2,502 +278%
KC
5212
Kinloch Capital
Virginia
$670K -$48.4K -209 -6%
CCAM
5213
Codex Capital Asset Management
Texas
$666K
LC
5214
Luminist Capital
Michigan
$666K +$442K +1,906 +175%
VI
5215
VanderPol Investments
Michigan
$666K +$1.39K +6 +0.2%
PC
5216
Prairiewood Capital
North Dakota
$665K
LWM
5217
Luminvest Wealth Management
Arizona
$663K
MCFP
5218
Mallini Complete Financial Planning
Florida
$662K
SRCM
5219
Signature Resources Capital Management
California
$661K -$93.4K -403 -12%
IFPL
5220
Investments & Financial Planning LLC
Kentucky
$661K
LFA
5221
LifeGuide Financial Advisors
Pennsylvania
$660K +$14.6K +63 +2%
TCM
5222
Teza Capital Management
Illinois
$660K -$6.3M -27,206 -90%
RWM
5223
Refined Wealth Management
Utah
$660K -$2.26M -9,759 -77%
CWM
5224
Core Wealth Management
Florida
$657K
BFS
5225
Beacon Financial Strategies
North Carolina
$657K +$92.7K +400 +16%

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.