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 %
VA
1051
VestGen Advisors
Illinois
$46.2M +$46.2M +208,071 New
CF
1052
Centaurus Financial
California
$46.2M -$41.8K -188 -0.1%
AF
1053
Alerus Financial
North Dakota
$46.2M -$1.12M -5,057 -2%
AMI
1054
Amica Mutual Insurance
Rhode Island
$46M -$2.54M -11,434 -5%
CB
1055
Cadence Bank
Mississippi
$45.9M -$14.9K -67 -0%
TF
1056
Tompkins Financial
New York
$45.8M -$323K -1,455 -0.7%
RPC
1057
Rossmore Private Capital
Connecticut
$45.7M -$937K -4,219 -2%
HDA
1058
Harold Davidson & Associates
California
$45.7M -$723K -3,255 -2%
SAM
1059
Sawgrass Asset Management
Florida
$45.6M -$2.84M -12,798 -6%
TFA
1060
Teamwork Financial Advisors
Texas
$45.6M -$10.8M -48,711 -19%
Edgewood Management
1061
Edgewood Management
Connecticut
$45.5M -$7.29M -32,817 -14%
GWM
1062
Greenwich Wealth Management
Connecticut
$45.5M -$447K -2,011 -1%
NRG
1063
Nemes Rush Group
Michigan
$45.4M -$347K -1,562 -0.8%
BA
1064
Bristlecone Advisors
Washington
$45.3M -$2.72M -12,244 -6%
MAM
1065
Martingale Asset Management
Massachusetts
$45.2M -$3.25M -14,611 -7%
CFS
1066
CRA Financial Services
New Jersey
$45M +$208K +938 +0.5%
RCAG
1067
Rehmann Capital Advisory Group
Michigan
$44.9M -$291K -1,310 -0.6%
RMC
1068
Resources Management Corp
Connecticut
$44.9M -$330K -1,484 -0.7%
CPRC
1069
Consolidated Portfolio Review Corp
New York
$44.9M +$3.12M +14,034 +7%
ET
1070
Equitable Trust
Tennessee
$44.9M -$4.21M -18,937 -9%
EWA
1071
EverSource Wealth Advisors
Alabama
$44.8M -$2.67M -12,013 -6%
JWM
1072
Jackson Wealth Management
Florida
$44.7M -$222K -1,000 -0.5%
WA
1073
Wealth Architects
California
$44.6M +$5.63M +25,337 +14%
JFGIW
1074
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.5M -$872K -3,924 -2%
CWP
1075
Cyndeo Wealth Partners
Florida
$44.5M +$4.02M +18,103 +10%