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 %
CWI
5301
Conscious Wealth Investments
Florida
$422K +$397 +2 +0.1%
HHRDM
5302
H&H Retirement Design & Management
Nevada
$422K +$1.16K +6 +0.3%
WAM
5303
Weiss Asset Management
Massachusetts
$421K +$421K +1,897 New
DC
5304
Dorval Corp
Minnesota
$421K
CWA
5305
Continuum Wealth Advisors
New York
$419K -$56.6K -255 -12%
MGCM
5306
Mane Global Capital Management
New York
$419K +$127K +573 +44%
LRWM
5307
Lord & Richards Wealth Management
Colorado
$419K -$382K -1,721 -48%
DJFS
5308
Dean Jacobson Financial Services
Texas
$416K -$31.5K -142 -7%
HWP
5309
Hibernia Wealth Partners
Louisiana
$415K -$62.6K -282 -13%
BI
5310
BFI Infinity
Switzerland
$413K -$44.4K -200 -10%
MAP
5311
Moody Aldrich Partners
Massachusetts
$408K +$408K +1,837 New
IIM
5312
Ironwood Investment Management
Massachusetts
$408K
WLG
5313
Williamson Legacy Group
Indiana
$406K -$1.56K -7 -0.4%
RWP
5314
Ridgeline Wealth Planning
Ohio
$406K +$183K +822 +82%
BF
5315
Brooklyn FI
New York
$406K +$109K +491 +37%
FWM
5316
FLP Wealth Management
Arkansas
$405K +$25.5K +115 +7%
SC
5317
Scholtz & Company
Connecticut
$404K -$108K -487 -21%
KP
5318
Kitching Partners
Pennsylvania
$404K
TFM
5319
Trademark Financial Management
Minnesota
$403K -$60K -270 -13%
MNA
5320
Manning & Napier Advisors
New York
$400K -$315K -1,420 -44%
GL
5321
GHE LLC
Tennessee
$398K +$220K +992 +124%
GFM
5322
GEN Financial Management
Minnesota
$397K -$13.5K -61 -3%
GWA
5323
Gutierrez Wealth Advisory
Arkansas
$395K -$1.56K -7 -0.4%
AA
5324
AF Advisors
California
$393K -$5.55K -25 -1%
BTIM
5325
BancFirst Trust & Investment Management
Oklahoma
$392K -$40.5K -186 -9%