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 %
SGI
5201
Swan Global Investments
Colorado
$580K +$185K +833 +47%
PWS
5202
Peloton Wealth Strategists
Indiana
$579K
HC
5203
Hoese & Co
Minnesota
$578K -$193K -870 -25%
KWM
5204
KMT Wealth Management
California
$577K +$215K +966 +59%
EFG
5205
Erickson Financial Group
Pennsylvania
$570K
RWM
5206
Rolek Wealth Management
Pennsylvania
$570K +$27.9K +138 +5%
RW
5207
Ridgeline Wealth
Arizona
$568K -$87.5K -394 -13%
CWM
5208
Capital Wealth Management
Rhode Island
$567K -$50K -225 -8%
BCM
5209
Beddow Capital Management
Wyoming
$566K -$11.1K -50 -2%
VF
5210
Vestment Financial
Minnesota
$565K +$223 +1 +0%
DIS
5211
Diversified Investment Strategies
Louisiana
$563K
SA
5212
Sunesis Advisors
Kansas
$559K -$5.55K -25 -1%
LWP
5213
Laurel Wealth Planning
Minnesota
$558K
PPWM
5214
Perissos Private Wealth Management
Oklahoma
$558K -$2.31M -10,417 -81%
PAM
5215
PVG Asset Management
Colorado
$557K -$39.8K -179 -7%
GCM
5216
Graham Capital Management
Connecticut
$555K -$1.83M -8,243 -77%
WRM
5217
Weybosset Research & Management
Rhode Island
$555K -$242K -1,090 -30%
RI
5218
Ridgewood Investments
New Jersey
$555K -$301K -1,354 -35%
DMKJ
5219
David M. Knott Jr
$554K
NWA
5220
Navis Wealth Advisors
New York
$554K +$23.5K +106 +4%
LAS
5221
Legacy Advisory Services
Pennsylvania
$553K +$553K +2,489 New
RA
5222
Resolute Advisors
California
$549K -$2.02M -9,096 -79%
SC
5223
Shearwater Capital
Colorado
$548K
CJ
5224
Caitlin John
Michigan
$547K -$249K -1,119 -31%
MTCM
5225
Mint Tower Capital Management
Netherlands
$544K +$544K +2,450 New