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
CFGF
5501
Compass Financial Group (Florida)
Florida
$269K -$9.27K -40 -3%
CSC
5502
Cove Street Capital
California
$267K -$57.9K -250 -17%
SWA
5503
Safir Wealth Advisors
New Hampshire
$267K
TIM
5504
Thor Investment Management
Ohio
$265K +$3.01K +13 +1%
MHB
5505
Midwest Heritage Bank
Iowa
$263K +$6.72K +29 +3%
MECA
5506
Miller Equity Capital Advisors
Texas
$262K -$3.49M -15,070 -93%
FOFP
5507
Fee-Only Financial Planning
South Carolina
$258K -$9.5K -41 -3%
SF
5508
Schaeffer Financial
Maryland
$257K +$232 +1 +0.1%
FW
5509
Fairway Wealth
Ohio
$256K -$918K -3,963 -77%
CC
5510
Colrain Capital
Massachusetts
$255K -$1.11M -4,798 -81%
HA
5511
Hanover Advisors
South Carolina
$255K
MAG
5512
Members Advisory Group
New York
$254K -$22.7K -98 -8%
ES
5513
ETF Store
Kansas
$253K -$3.48K -15 -1%
GQG Partners
5514
GQG Partners
Florida
$251K -$53.5K -231 -17%
FI
5515
FIDELIS iM
Oregon
$250K +$7.64K +33 +3%
WWM
5516
Woodside Wealth Management
Massachusetts
$248K +$258K +1,115 New
EC
5517
EntryPoint Capital
New York
$246K +$257K +1,109 New
LP
5518
LGL Partners
Pennsylvania
$246K -$4.73M -20,411 -95%
LIP
5519
Lighthouse Investment Partners
Florida
$244K +$255K +1,100 New
CCMIC
5520
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$241K
MWA
5521
Mills Wealth Advisors
Texas
$241K -$18.8K -81 -7%
AC
5522
Applied Capital
Arkansas
$238K -$927 -4 -0.4%
BOC
5523
Bull Oak Capital
California
$238K +$248K +1,070 New
GCM
5524
Gator Capital Management
Florida
$234K
RR
5525
Robotti Robert
$233K +$232 +1 +0.1%

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.