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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
MWC
5476
MKD Wealth Coaches
Michigan
$300K
SFG
5477
Socha Financial Group
New York
$299K -$36.6K -158 -10%
VWM
5478
VanWeelden Wealth Management
Ohio
$299K +$61.9K +267 +25%
BWMG
5479
Bannerman Wealth Management Group
Texas
$299K +$311K +1,344 New
TPCM
5480
Templeton & Phillips Capital Management
Tennessee
$298K
AA
5481
AlphaQ Advisors
Florida
$297K +$30.1K +130 +11%
DGI
5482
Disciplined Growth Investors
Minnesota
$296K -$30.6K -132 -9%
CAIM
5483
Catherine Avery Investment Management
Florida
$294K -$48.7K -210 -14%
RSC
5484
Red Spruce Capital
Pennsylvania
$294K
ACM
5485
American Capital Management
New York
$292K
SFA
5486
Salus Financial Advisors
Colorado
$291K +$11.4K +49 +4%
FF
5487
Fortitude Financial
Washington
$291K
LKWM
5488
Lee-Kelleher Wealth Management
Maryland
$285K -$28.3K -122 -9%
SM
5489
Samjo Management
New York
$284K
CF
5490
Crosspoint Financial
California
$281K +$294K +1,267 New
MFG
5491
Mendota Financial Group
Wisconsin
$281K -$107K -464 -27%
EPM
5492
Elm Partners Management
Pennsylvania
$280K +$292K +1,262 New
BC
5493
BIT Capital
Germany
$279K +$104K +449 +56%
SVWA
5494
Sarver Vrooman Wealth Advisors
Missouri
$276K +$288K +1,241 New
AF
5495
Amara Financial
California
$276K +$232 +1 +0.1%
OC
5496
OxenFree Capital
Florida
$275K +$9.73K +42 +3%
IMA
5497
Investment Management Associates
Colorado
$274K
GKFF
5498
George Kaiser Family Foundation
Oklahoma
$273K +$284K +1,227 New
PGCM
5499
Prescott Group Capital Management
Oklahoma
$273K +$284K +1,227 New
RMSCM
5500
R.M. Sincerbeaux Capital Management
New York
$270K

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.