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 %
FFA
1426
Founders Financial Alliance
North Carolina
$28.3M -$283K -1,276 -1%
HCM
1427
Hilton Capital Management
New York
$28.3M +$1.11M +4,975 +4%
FFS
1428
Fischer Financial Services
Pennsylvania
$28.3M +$72.2K +325 +0.3%
HCM
1429
Horiko Capital Management
New York
$28.3M +$1.13M +5,100 +4%
G
1430
GenTrust
Florida
$28.2M +$43.8K +197 +0.2%
TWP
1431
Tyche Wealth Partners
Texas
$28.2M -$2.55M -11,493 -8%
OL
1432
one8zero8 LLC
North Carolina
$28.1M -$1.59M -7,148 -5%
SLWA
1433
San Luis Wealth Advisors
California
$28.1M -$3.23M -14,563 -10%
BWL
1434
Bogart Wealth LLC
Virginia
$28.1M -$265K -1,193 -0.9%
SMA
1435
Sage Mountain Advisors
Georgia
$28.1M -$185K -833 -0.7%
HVIA
1436
Hudson Valley Investment Advisors
New York
$28.1M -$337K -1,518 -1%
LGWM
1437
Litman Gregory Wealth Management
California
$28M -$680K -3,063 -2%
IIC
1438
Ironwood Investment Counsel
Arizona
$28M -$1.34M -6,039 -5%
NM
1439
NWI Management
New York
$28M
FFP
1440
FourThought Financial Partners
Florida
$27.9M -$2.29M -10,297 -8%
CA
1441
Claro Advisors
Massachusetts
$27.9M +$330K +1,484 +1%
SFP
1442
Shepherd Financial Partners
Massachusetts
$27.9M +$1.66M +7,462 +6%
SEP
1443
Southland Equity Partners
Missouri
$27.8M -$10.2K -46 -0%
CNBT
1444
Canandaigua National Bank & Trust
New York
$27.8M -$2.24M -10,071 -7%
CIA
1445
CCM Investment Advisers
South Carolina
$27.8M -$1.47M -6,612 -5%
1W
1446
1776 Wealth
Georgia
$27.7M -$181K -817 -0.7%
RW
1447
RVW Wealth
California
$27.7M +$1.45M +6,535 +6%
NFGCM
1448
Norman Fields Gottscho Capital Management
New York
$27.7M -$3.44M -15,491 -11%
RPGK
1449
Retirement Planning Group (Kansas)
Kansas
$27.7M -$16K -72 -0.1%
MAM
1450
Mystic Asset Management
Rhode Island
$27.7M +$2.51M +11,322 +10%