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 %
PNC
626
Park National Corp
Ohio
$108M -$3.09M -13,908 -3%
ZCI
627
Zevenbergen Capital Investments
Washington
$108M -$281K -1,265 -0.3%
GF
628
Gabelli Funds
New York
$107M -$1M -4,513 -0.9%
GLA
629
Great Lakes Advisors
Illinois
$107M -$25.5M -114,948 -19%
RMA
630
Roffman Miller Associates
Pennsylvania
$107M -$1.15M -5,169 -1%
NMIMC
631
Northwestern Mutual Investment Management Company
Wisconsin
$106M -$481K -2,166 -0.5%
CG
632
Caprock Group
Idaho
$106M +$5.64M +25,412 +6%
EF
633
Empowered Funds
Pennsylvania
$106M -$4.15M -18,677 -4%
BFS
634
Bard Financial Services
Connecticut
$106M -$2.89M -12,989 -3%
OAM
635
Oppenheimer Asset Management
New York
$106M -$16.1M -72,554 -13%
OCBCO
636
Oversea-Chinese Banking Corp (OCBC)
Singapore
$105M +$378K +1,704 +0.4%
GWM
637
Geneos Wealth Management
Colorado
$104M +$68.5M +308,501 +192%
WIM
638
Waverton Investment Management
United Kingdom
$104M -$226K -1,016 -0.2%
SSB
639
Sandy Spring Bank
Maryland
$104M -$2.59M -11,646 -2%
CC
640
Chicago Capital
Illinois
$104M -$14.2M -63,877 -12%
CK
641
Cohen Klingenstein
New York
$104M -$20.9K -94 -0%
LWCA
642
Locust Wood Capital Advisers
New York
$104M +$19.5M +87,817 +23%
TCA
643
Transcend Capital Advisors
New Jersey
$103M +$5.44M +24,482 +6%
IWM
644
IHT Wealth Management
Illinois
$103M +$327K +1,475 +0.3%
CA
645
Cullinan Associates
Kentucky
$102M -$43.6M -196,092 -30%
BC
646
Belmont Capital
California
$102M +$33.2M +149,593 +48%
DFG
647
Delta Financial Group
New Jersey
$102M +$3.29M +14,917 +3%
CSP
648
Cary Street Partners
Virginia
$101M +$3.65M +16,425 +4%
CIA
649
Capital Investment Advisors
Georgia
$101M +$1.94M +8,728 +2%
AIP
650
Ameritas Investment Partners
Nebraska
$101M -$1.48M -6,641 -1%