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 %
CCWA
1176
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.2M +$32K +144 +0.1%
BOH
1177
Bank of Hawaii
Hawaii
$38.2M -$854K -3,843 -2%
IF
1178
Ironwood Financial
Arizona
$38.2M -$106K -479 -0.3%
AFP
1179
Ausdal Financial Partners
Iowa
$38.1M +$4.45M +20,047 +13%
FMWA
1180
Forvis Mazars Wealth Advisors
Missouri
$37.9M -$2.73M -12,281 -7%
BTI
1181
Blue Trust Inc
Georgia
$37.7M +$734K +3,306 +2%
WC
1182
Woodstock Corp
Massachusetts
$37.7M -$585K -2,633 -2%
WAM
1183
Winslow Asset Management
Ohio
$37.7M -$1.71M -7,679 -4%
ZIG
1184
Zullo Investment Group
Pennsylvania
$37.7M -$388K -1,748 -1%
SN
1185
Sittner & Nelson
Oregon
$37.7M +$153K +688 +0.4%
AWA
1186
Arete Wealth Advisors
Illinois
$37.6M -$786K -3,537 -2%
BFG
1187
Berger Financial Group
Minnesota
$37.5M +$49.3K +222 +0.1%
KJHP
1188
K.J. Harrison & Partners
Ontario, Canada
$37.4M -$2.53M -11,403 -6%
LMKC
1189
L.M. Kohn & Company
Ohio
$37.3M -$848K -3,817 -2%
Financial Engines Advisors
1190
Financial Engines Advisors
California
$37.2M +$2.6M +11,689 +8%
HI
1191
Hendershot Investments
Virginia
$37.1M -$5.34M -24,053 -13%
FNA
1192
First National Advisers
Nebraska
$37.1M -$416K -1,875 -1%
TWM
1193
TriaGen Wealth Management
California
$37.1M -$1.67M -7,520 -4%
C
1194
Certuity
Florida
$37.1M -$474K -2,138 -1%
PIA
1195
Perennial Investment Advisors
California
$37M +$532K +2,394 +1%
QIM
1196
Quest Investment Management
Oregon
$36.9M -$3.21M -14,446 -8%
TTWM
1197
TCV Trust & Wealth Management
Virginia
$36.9M +$230K +1,036 +0.6%
SC
1198
Saybrook Capital
North Carolina
$36.8M +$83.3K +375 +0.2%
MCCA
1199
Mill Creek Capital Advisors
Pennsylvania
$36.8M +$1.69M +7,606 +5%
GS
1200
GWN Securities
Florida
$36.7M +$9.68M +45,233 +36%