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 %
KWMG
1376
King Wealth Management Group
Florida
$30M -$361K -1,625 -1%
MTIC
1377
Missouri Trust & Investment Company
Missouri
$30M -$76.9K -346 -0.3%
AP
1378
Adero Partners
California
$30M +$225K +1,012 +0.8%
EW
1379
Elyxium Wealth
California
$30M +$3.22M +14,496 +12%
DF
1380
DNCA Finance
France
$29.9M -$222 -1 -0%
HKIM
1381
Hayek Kallen Investment Management
Alabama
$29.9M -$612K -2,755 -2%
SIAP
1382
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29.8M -$143K -643 -0.5%
BOPW
1383
Brandywine Oak Private Wealth
Pennsylvania
$29.8M -$371K -1,672 -1%
RWM
1384
RKL Wealth Management
Pennsylvania
$29.8M +$1.34M +6,040 +5%
PCM
1385
Princeton Capital Management
New Jersey
$29.8M -$946K -4,258 -3%
MA
1386
MJP Associates
Connecticut
$29.7M -$5.23M -23,529 -15%
PMWMG
1387
Parr McKnight Wealth Management Group
Minnesota
$29.7M -$46.6K -210 -0.2%
SPC
1388
Stony Point Capital
New York
$29.6M +$18.8M +84,501 +173%
MFG
1389
MidWestOne Financial Group
Iowa
$29.6M -$754K -3,394 -2%
AWM
1390
Angeles Wealth Management
California
$29.6M +$729K +3,284 +3%
CWS
1391
Cypress Wealth Services
California
$29.5M -$229K -1,030 -0.8%
SCM
1392
Steele Capital Management
Iowa
$29.5M +$212K +954 +0.7%
FFBTD
1393
First Financial Bank - Trust Division
Ohio
$29.5M -$1.76M -7,925 -6%
BLAM
1394
Bourne Lent Asset Management
New York
$29.4M -$166K -747 -0.6%
CA
1395
Continuum Advisory
Idaho
$29.4M +$1.43M +6,439 +5%
WAM
1396
Wallington Asset Management
Indiana
$29.3M +$282K +1,270 +1%
LWANC
1397
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.2M -$972K -4,377 -3%
PL
1398
Parthenon LLC
Kentucky
$29.2M -$195K -879 -0.7%
OFG
1399
Oxford Financial Group
Indiana
$29.1M +$166K +747 +0.6%
RWS
1400
Resolute Wealth Strategies
Mississippi
$29.1M -$276K -1,242 -0.9%