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 %
OAM
1351
Ostrum Asset Management
France
$30.8M -$690K -3,108 -2%
CAAS
1352
Capital Asset Advisory Services
Michigan
$30.7M -$2.7M -12,052 -8%
SWK
1353
Stephen W. Kidder
$30.7M -$250K -1,127 -0.8%
GCA
1354
Greenwood Capital Associates
South Carolina
$30.7M -$1.6M -7,197 -5%
SFG
1355
Stonebridge Financial Group
Pennsylvania
$30.7M +$256K +1,151 +0.8%
SWP
1356
Semus Wealth Partners
Florida
$30.5M +$14.9K +67 +0%
ACM
1357
Ardent Capital Management
Ohio
$30.3M +$815K +3,670 +3%
IWA
1358
IBEX Wealth Advisors
New Jersey
$30.3M +$2.05M +9,250 +7%
NAS
1359
Nicolet Advisory Services
Wisconsin
$30.3M +$703K +3,692 +2%
CWA
1360
Clarity Wealth Advisors
California
$30.3M +$604K +2,720 +2%
RP
1361
Rowlandmiller & Partners
Georgia
$30.3M -$453K -2,039 -1%
CIA
1362
Covington Investment Advisors
Pennsylvania
$30.3M +$13.6K +61 +0%
AMBIA
1363
Allen Mooney & Barnes Investment Advisors
Georgia
$30.3M -$6.45M -29,046 -18%
GI
1364
GLOBALT Investments
Georgia
$30.2M -$2.69M -12,108 -8%
NS
1365
NBC Securities
Alabama
$30.2M +$30.1M +135,636 +97,580%
KFS
1366
Kurt F. Somerville
$30.1M -$664K -2,987 -2%
AIM
1367
Anchor Investment Management
South Carolina
$30.1M +$1.3M +5,839 +4%
APP
1368
Avantax Planning Partners
Iowa
$30.1M -$5.14M -23,144 -15%
RCM
1369
RNC Capital Management
California
$30.1M -$1.18M -5,316 -4%
EFG
1370
Embree Financial Group
Illinois
$30.1M +$750K +3,378 +3%
JPWM
1371
Jamison Private Wealth Management
Georgia
$30.1M -$144K -650 -0.5%
SSA
1372
South Street Advisors
New York
$30M -$345K -1,552 -1%
AIMC
1373
Alley Investment Management Company
Illinois
$30M +$121K +544 +0.4%
MMG
1374
Monetary Management Group
Missouri
$30M -$69.1K -311 -0.2%
HFS
1375
Howard Financial Services
Texas
$30M +$51.3K +231 +0.2%