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 %
AT
5226
Avenir Tech
Hong Kong
$533K +$511K +2,300 +2,300%
FIA
5227
FNY Investment Advisers
New York
$533K +$289K +1,300 +118%
FCM
5228
Fairholme Capital Management
Florida
$533K
WG
5229
Watchman Group
Texas
$530K -$155K -697 -23%
RHJA
5230
Rice Hall James & Associates
California
$530K -$27.8K -125 -5%
IMC
5231
Investment Management Corporation
Virginia
$527K +$86.4K +389 +20%
ACM
5232
Absolute Capital Management
Pennsylvania
$526K +$15.1K +68 +3%
RC
5233
Randolph Company
Ohio
$525K
LF
5234
LifePlan Financial
Minnesota
$525K -$5.11K -23 -1%
WS
5235
Wela Strategies
Georgia
$525K +$525K +2,362 New
BWA
5236
Bestgate Wealth Advisors
Maryland
$524K -$14K -63 -3%
MCB
5237
Morton Community Bank
Illinois
$522K -$20.7K -93 -4%
SFA
5238
Semmax Financial Advisors
North Carolina
$518K +$63.5K +320 +14%
LA
5239
LPF Advisors
Florida
$515K -$298K -1,343 -37%
VWA
5240
VERITY Wealth Advisors
United States
$515K
JPT
5241
Jordan Park Trust
New Hampshire
$515K -$3.78K -17 -0.7%
EF
5242
Envision Financial
Wisconsin
$514K +$60.6K +273 +13%
FAG
5243
Financial Architects (Georgia)
Georgia
$514K -$51.1K -230 -9%
GAA
5244
Green Alpha Advisors
Colorado
$513K -$556K -2,505 -52%
LW
5245
Lauer Wealth
Indiana
$511K
PWA
5246
Principia Wealth Advisory
Texas
$511K -$4.18K -21 -0.8%
BPWM
5247
Black Point Wealth Management
Florida
$505K -$753K -3,392 -60%
BAM
5248
Beaumont Asset Management
Texas
$503K +$68K +306 +16%
GWM
5249
Global Wealth Management
New Jersey
$501K +$666 +3 +0.1%
IWM
5250
Inlight Wealth Management
Georgia
$500K +$444 +2 +0.1%