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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
CI
5526
Corient IA
Florida
$233K +$243K +1,050 New
MFFIA
5527
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$231K
VFO
5528
Virtus Family Office
Texas
$230K -$30.6K -132 -11%
AFO
5529
Aurelius Family Office
New Hampshire
$229K -$6.25K -27 -3%
JBW
5530
Journey Beyond Wealth
Georgia
$229K
DC
5531
Destiny Capital
Colorado
$229K +$238K +1,029 New
HI
5532
HBK Investments
Texas
$226K +$236K +1,017 New
SBCM
5533
Schwerin Boyle Capital Management
Massachusetts
$224K -$19.5M -84,193 -99%
CSIA
5534
Carl Stuart Investment Advisor
Texas
$224K -$48.4K -209 -17%
CCM
5535
Causeway Capital Management
California
$223K +$10.2K +44 +5%
GCM
5536
Gladstone Capital Management
United Kingdom
$222K -$165M -712,037 -100%
TCM
5537
Tassel Capital Management
North Carolina
$222K -$87.1K -376 -27%
SC
5538
Scratch Capital
Idaho
$219K +$24.1K +104 +12%
NCFG
5539
New Century Financial Group
New Jersey
$218K -$6.38M -27,522 -97%
TPM
5540
Triasima Portfolio Management
Quebec, Canada
$215K
TA
5541
Teramo Advisors
Florida
$215K +$224K +967 New
BCM
5542
Brookmont Capital Management
Texas
$214K -$22.9K -99 -9%
SFG
5543
Sage Financial Group
Pennsylvania
$210K -$6.95K -30 -3%
SLT
5544
St Louis Trust
Missouri
$209K -$4.02M -17,338 -95%
SWP
5545
SIMA Wealth Partners
Virginia
$208K
SIAM
5546
Sterling Investment Advisors (Missouri)
Missouri
$206K +$232 +1 +0.1%
NDWM
5547
New Dimensions Wealth Management
Texas
$204K +$213K +920 New
SFP
5548
Sherwood Financial Partners
California
$204K -$18.8K -81 -8%
PM
5549
Pembroke Management
Quebec, Canada
$203K +$212K +916 New
LFWA
5550
LBJ Family Wealth Advisors
Texas
$203K +$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.