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 %
AL
776
Aspiriant LLC
California
$76.5M +$9.85M +44,351 +15%
CHAM
777
Clear Harbor Asset Management
Connecticut
$76.5M -$305K -1,371 -0.4%
WAS
778
Wesleyan Assurance Society
United Kingdom
$76.3M +$13.6M +61,050 +22%
VCM
779
Voleon Capital Management
California
$76.1M -$4.13M -18,602 -5%
CWM
780
Cornerstone Wealth Management
Missouri
$76.1M -$1.45M -6,541 -2%
KFGK
781
Keystone Financial Group (Kentucky)
Kentucky
$76M -$3.15M -14,312 -4%
MC
782
Martin Currie
United Kingdom
$76M +$4.19M +18,855 +6%
USAA
783
United Services Automobile Association
Texas
$75.9M -$293K -1,346 -0.4%
SQA
784
Simon Quick Advisors
New Jersey
$75.4M +$10.7M +48,058 +16%
AUB
785
Atlantic Union Bankshares
Virginia
$75.1M -$1.71M -7,717 -2%
HSA
786
HBK Sorce Advisory
Pennsylvania
$75M +$908K +4,086 +1%
ANTB
787
AMG National Trust Bank
Colorado
$75M +$1.9M +8,545 +3%
HIA
788
Harbor Investment Advisory
Maryland
$74.8M -$1.48M -6,989 -2%
AFG
789
Atomi Financial Group
New York
$74.8M +$2.78M +12,532 +4%
MAS
790
Meeder Advisory Services
Ohio
$74.7M +$2.94M +13,230 +4%
CW
791
CreativeOne Wealth
Kansas
$74.7M +$8.79M +39,570 +13%
JAIC
792
Josh Arnold Investment Consultant
Minnesota
$74.7M -$565K -2,545 -0.8%
AIM
793
Avity Investment Management
Connecticut
$74.6M -$603K -2,713 -0.8%
BA
794
Birinyi Associates
Connecticut
$74.4M -$1.97M -8,874 -3%
CAM
795
Carret Asset Management
New York
$74.3M +$492K +2,217 +0.7%
AIS
796
AM Investment Strategies
Tennessee
$74.1M -$763K -3,433 -1%
NAAA
797
New Age Alpha Advisors
New York
$74.1M +$24M +107,860 +48%
FBB
798
Fulton Breakefield Broenniman
Maryland
$73.8M -$2.2M -9,908 -3%
TS
799
Triglav Skladi
Slovenia
$73.6M -$2.11M -9,505 -3%
GIM
800
Grassi Investment Management
California
$73.6M -$464K -2,088 -0.6%