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 %
NAS
1401
NWF Advisory Services
California
$29.1M -$7.74M -34,845 -21%
HBT
1402
Hills Bank & Trust
Iowa
$29M -$335K -1,509 -1%
JIR
1403
James Investment Research
Ohio
$29M -$825K -3,713 -3%
HR
1404
Hardy Reed
Mississippi
$28.9M -$1.32M -5,921 -4%
SB
1405
Simmons Bank
Arkansas
$28.9M -$464K -2,089 -2%
XF
1406
XML Financial
Maryland
$28.9M -$243K -1,095 -0.8%
CCM
1407
Chickasaw Capital Management
Tennessee
$28.9M -$85.7K -386 -0.3%
AA
1408
Advisory Alpha
Michigan
$28.9M +$2.44M +10,968 +9%
ZBNA
1409
Zions Bancorporation, National Association
Utah
$28.9M +$28.9M +129,920 New
BMC
1410
Benin Management Corp
Connecticut
$28.8M +$472K +2,126 +2%
FMTC
1411
Farmers & Merchants Trust Company
California
$28.8M +$482K +2,172 +2%
SC
1412
Skylands Capital
Wisconsin
$28.8M -$1.23M -5,525 -4%
AWM
1413
Activest Wealth Management
Florida
$28.7M +$207K +933 +0.7%
CC
1414
Callan Capital
California
$28.7M -$305K -1,373 -1%
WSCM
1415
Wellington Shields Capital Management
New York
$28.7M -$1.55M -6,963 -5%
LCGC
1416
Legacy Capital Group California
California
$28.6M +$267K +1,203 +0.9%
RCG
1417
Regatta Capital Group
California
$28.6M +$1.96M +8,831 +7%
Harris Associates
1418
Harris Associates
Illinois
$28.6M -$226K -1,018 -0.8%
GSWM
1419
Golden State Wealth Management
California
$28.5M +$1.04M +4,664 +4%
MMPW
1420
Mitchell McLeod Pugh & Williams
Alabama
$28.5M -$444K -2,000 -2%
CG
1421
CFO4Life Group
Texas
$28.4M +$2K +9 +0%
OFS
1422
OMC Financial Services
New York
$28.4M -$2.23M -10,037 -7%
IFWM
1423
Institute for Wealth Management
Colorado
$28.4M +$201K +906 +0.7%
NAM
1424
NTV Asset Management
West Virginia
$28.4M -$1.72M -7,762 -6%
AP
1425
Atwood & Palmer
Missouri
$28.3M -$214K -964 -0.8%