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
SGI
5276
Swan Global Investments
Colorado
$580K +$193K +833 +47%
PWS
5277
Peloton Wealth Strategists
Indiana
$579K
HC
5278
Hoese & Co
Minnesota
$578K -$202K -870 -25%
KWM
5279
KMT Wealth Management
California
$577K +$224K +966 +59%
EFG
5280
Erickson Financial Group
Pennsylvania
$570K
RWM
5281
Rolek Wealth Management
Pennsylvania
$570K +$32K +138 +5%
RW
5282
Ridgeline Wealth
Arizona
$568K -$91.3K -394 -13%
CWM
5283
Capital Wealth Management
Rhode Island
$567K -$52.1K -225 -8%
BCM
5284
Beddow Capital Management
Wyoming
$566K -$11.6K -50 -2%
VF
5285
Vestment Financial
Minnesota
$565K +$232 +1 +0%
DIS
5286
Diversified Investment Strategies
Louisiana
$563K
SA
5287
Sunesis Advisors
Kansas
$559K -$5.79K -25 -1%
LWP
5288
Laurel Wealth Planning
Minnesota
$558K
PPWM
5289
Perissos Private Wealth Management
Oklahoma
$558K -$2.41M -10,417 -81%
PAM
5290
PVG Asset Management
Colorado
$557K -$41.5K -179 -7%
GCM
5291
Graham Capital Management
Connecticut
$555K -$1.91M -8,243 -77%
WRM
5292
Weybosset Research & Management
Rhode Island
$555K -$253K -1,090 -30%
RI
5293
Ridgewood Investments
New Jersey
$555K -$314K -1,354 -35%
DMKJ
5294
David M. Knott Jr
$554K
NWA
5295
Navis Wealth Advisors
New York
$554K +$24.6K +106 +4%
LAS
5296
Legacy Advisory Services
Pennsylvania
$553K -$363K -1,567 -39%
RA
5297
Resolute Advisors
California
$549K -$2.11M -9,096 -79%
SC
5298
Shearwater Capital
Colorado
$548K
CJ
5299
Caitlin John
Michigan
$547K -$259K -1,119 -31%
MTCM
5300
Mint Tower Capital Management
Netherlands
$544K +$568K +2,450 New

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.