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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
BCWM
5226
Ball & Co Wealth Management
Tennessee
$655K -$192K -830 -22%
MF
5227
Manuka Financial
Virginia
$654K -$242K -1,045 -26%
LWMT
5228
Legacy Wealth Management (Tennessee)
Tennessee
$653K -$78.5K -339 -10%
TFP
5229
Traction Financial Partners
Wyoming
$648K -$111K -481 -14%
AAM
5230
American Asset Management
Florida
$646K
EI
5231
Ecofi Investissements
France
$646K -$11.6K -50 -1%
AFS
5232
Anderson Financial Strategies
Ohio
$646K +$662K +2,857 +5,831%
JCM
5233
J2 Capital Management
Michigan
$644K -$199K -860 -23%
MFG
5234
MTM Financial Group
Pennsylvania
$644K +$1.62K +7 +0.2%
HCC
5235
Hirtle Callaghan & Co
Pennsylvania
$641K -$16.4M -70,981 -96%
TFG
5236
Tull Financial Group
Virginia
$639K +$463 +2 +0.1%
IWC
5237
Infinity Wealth Counsel
Ohio
$638K -$14.4K -62 -2%
MCM
5238
MontVue Capital Management
Virginia
$638K -$140K -605 -17%
BWS
5239
BCR Wealth Strategies
Alabama
$637K +$303K +1,310 +84%
IPA
5240
Investment Planning Advisors
Georgia
$635K -$14.6K -63 -2%
BFA
5241
Bluestem Financial Advisors
Illinois
$635K -$56.3K -243 -8%
TCM
5242
Twele Capital Management
Minnesota
$631K +$463 +2 +0.1%
CW
5243
Cooksen Wealth
Texas
$629K
DWS
5244
Dynamic Wealth Strategies
California
$629K -$12.5K -54 -2%
LBWM
5245
Left Brain Wealth Management
Illinois
$628K -$20.9K -90 -3%
DCBT
5246
Dakota Community Bank & Trust
North Dakota
$626K
CCM
5247
Coerente Capital Management
Ontario, Canada
$624K -$10.4K -45 -2%
KBG
5248
Kahn Brothers Group
New York
$620K
TPW
5249
TL Private Wealth
Texas
$618K +$232 +1 +0%
LEFP
5250
Leading Edge Financial Planning
Tennessee
$617K +$48K +207 +8%

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.