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 %
PPW
1251
Parcion Private Wealth
Washington
$34.7M +$601K +2,704 +2%
KCPG
1252
Kavar Capital Partners Group
Kansas
$34.6M -$196K -882 -0.6%
VCM
1253
Vivaldi Capital Management
Illinois
$34.6M -$610K -2,746 -2%
DP
1254
DDD Partners
Washington
$34.6M -$1.95M -8,785 -5%
TAS
1255
TIFF Advisory Services
Pennsylvania
$34.6M
PIP
1256
Peachtree Investment Partners
Florida
$34.4M -$1.1M -4,959 -3%
WBC
1257
West Branch Capital
Massachusetts
$34.4M +$32.7K +147 +0.1%
HR
1258
Howe & Rusling
New York
$34.4M -$308K -1,387 -0.9%
MNBTD
1259
Moody National Bank Trust Division
Texas
$34.3M -$329K -1,479 -0.9%
CWM
1260
Cabot Wealth Management
Massachusetts
$34.3M -$115K -516 -0.3%
GIM
1261
Goelzer Investment Management
Indiana
$34.3M +$232K +1,044 +0.7%
SMC
1262
Smith, Moore & Co
Missouri
$34.3M -$3.47M -15,611 -9%
PIM
1263
Progressive Investment Management
Oregon
$34.2M -$702K -3,160 -2%
PJSIMP
1264
P.J. Schmidt Investment Management (PJS)
Wisconsin
$34.1M -$376K -1,694 -1%
AO
1265
Advisor OS
Illinois
$34.1M -$859K -3,869 -2%
KC
1266
Knuff & Co
California
$34M -$2.51M -11,300 -7%
KJWM
1267
Kiley Juergens Wealth Management
Washington
$34M -$988K -4,447 -3%
GFP
1268
Gryphon Financial Partners
Ohio
$34M +$574K +2,583 +2%
ELI
1269
Empire Life Investments
Ontario, Canada
$34M +$3.02M +13,604 +10%
SWM
1270
Segment Wealth Management
Texas
$33.9M +$989K +4,453 +3%
JC
1271
JB Capital
Connecticut
$33.9M -$17.1K -77 -0.1%
NG
1272
Northstar Group
New York
$33.9M -$1.13M -5,068 -3%
SCA
1273
Sage Capital Advisors
South Dakota
$33.8M -$1.29M -5,819 -4%
CCM
1274
Conway Capital Management
California
$33.8M -$1.25M -5,632 -4%
TB
1275
Terril Brothers
Missouri
$33.8M