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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: 5,654 → 5,592 (-62)

6% less funds holding in top 10

Funds holding in top 10: 3,376 → 3,162 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.89B
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.65B
3
Amundi
Amundi
France
+$3.39B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.23B
5
Citigroup
Citigroup
New York
+$2.17B

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$21.2B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$5.5B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.14B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
5
HHII
H&H International Investment
California
-$1.54B
Name Holding Trade Value Shares
Change 		Change in
Stake
ANHIM
701
Alan N. Hoffman Investment Management
Massachusetts
$92M -$835K -3,605 -0.9%
OWM
702
Opes Wealth Management
California
$91.8M -$7.09M -30,618 -7%
USCWA
703
U.S. Capital Wealth Advisors
Texas
$91.7M +$2.78M +12,002 +3%
QCG
704
Quadrant Capital Group
Ohio
$91.5M +$39.8M +171,721 +71%
AHC
705
Adell Harriman & Carpenter
Texas
$91.5M +$3.88M +16,763 +4%
AP
706
Americana Partners
Texas
$90.5M +$1.95M +8,404 +2%
ISL
707
Ingalls & Snyder LLC
New York
$90.2M -$2.93M -12,650 -3%
JIC
708
Joel Isaacson & Co
New York
$90M -$1.25M -5,411 -1%
CI
709
Clal Insurance
Israel
$90M -$75.8M -327,224 -45%
NLGIA
710
Nippon Life Global Investors Americas
New York
$89.6M +$2.56M +11,040 +3%
HCM
711
Howard Capital Management
Georgia
$89.4M -$12.3M -53,144 -12%
BMCM
712
Bryn Mawr Capital Management
Pennsylvania
$89.4M -$14.1M -60,805 -13%
BWP
713
Baldwin Wealth Partners
Massachusetts
$89.2M -$560K -2,416 -0.6%
MASUI
714
MIRAE ASSET SECURITIES (USA) INC.
New York
$89.2M +$46.5M +200,911 +100%
SFS
715
Sowell Financial Services
Arkansas
$88.8M +$521K +2,247 +0.6%
FMI
716
F/M Investments
District of Columbia
$88.6M -$10.2M -44,152 -10%
SSWM
717
Smith Salley Wealth Management
North Carolina
$88.5M +$1.04M +4,509 +1%
UF
718
Univest Financial
Pennsylvania
$88.4M -$410K -1,770 -0.4%
HCMT
719
Highland Capital Management (Tennessee)
Tennessee
$87.9M +$1.14M +4,907 +1%
TW
720
TritonPoint Wealth
Maryland
$87.6M -$703K -3,033 -0.8%
BPC
721
Banque Pictet & Cie
Switzerland
$87.3M -$5.27M -22,764 -5%
AAS
722
Annex Advisory Services
Wisconsin
$87M +$11.3M +48,783 +14%
MWM
723
Meridian Wealth Management
Kentucky
$87M +$7.7M +33,230 +9%
LCM
724
LVM Capital Management
Michigan
$86.8M -$827K -3,569 -0.9%
CIS
725
Capital International Sarl
California
$86.6M +$22.6M +97,764 +33%
27 28
29
30 31

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.