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 %
AA
5326
ArborFi Advisors
Michigan
$388K -$48K -216 -11%
NRD
5327
Nebula Research & Development
New York
$387K +$387K +1,744 New
MCP
5328
Martin Capital Partners
Oregon
$387K -$79K -356 -17%
AC
5329
AIFG Consultants
New York
$387K -$144K -648 -27%
LFA
5330
Livelsberger Financial Advisory
Ohio
$385K +$222 +1 +0.1%
GVIC
5331
Global Value Investment Corporation
Wisconsin
$383K -$274K -1,232 -42%
UFA
5332
Uptown Financial Advisors
Texas
$383K +$39.1K +176 +11%
SC
5333
Schiavi & Co
Delaware
$381K
RCM
5334
Richardson Capital Management
Wisconsin
$379K +$3.11K +14 +0.8%
PWP
5335
Parkwoods Wealth Partners
New York
$379K +$24.2K +109 +7%
LAM
5336
Lountzis Asset Management
Pennsylvania
$379K +$379K +1,802 New
DRS
5337
Deane Retirement Strategies
Louisiana
$379K
YWM
5338
Yardley Wealth Management
Pennsylvania
$378K -$226K -1,016 -37%
MSA
5339
Marathon Strategic Advisors
Pennsylvania
$374K +$222 +1 +0.1%
OFG
5340
Orcam Financial Group
California
$373K -$100K -450 -21%
ATC
5341
Advantage Trust Company
Kansas
$372K -$40K -180 -10%
MC
5342
McCarthy & Cox
Ohio
$370K +$4.22K +19 +1%
BWM
5343
Buska Wealth Management
Wisconsin
$370K -$3.56K -16 -1%
RWS
5344
Rochester Wealth Strategies
Michigan
$369K +$369K +1,662 New
AWA
5345
Arbor Wealth Advisors
Michigan
$368K
CCM
5346
Ciovacco Capital Management
Georgia
$367K -$5.11K -23 -1%
CG
5347
Castellan Group
Kentucky
$365K -$962K -4,332 -73%
EFP
5348
Envision Financial Planning
Tennessee
$364K +$23.1K +104 +7%
CC
5349
Cultivar Capital
Texas
$364K
LIM
5350
Letson Investment Management
Georgia
$361K