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 %
B
1501
Bellecapital
Switzerland
$26M -$2K -9 -0%
SFM
1502
Signet Financial Management
New Jersey
$26M -$6.32M -28,467 -20%
PAM
1503
Peak Asset Management
Colorado
$26M -$410K -1,848 -2%
SFG
1504
SevenBridge Financial Group
Pennsylvania
$26M -$2.73M -12,938 -9%
JWCA
1505
J.W. Coons Advisors
Ohio
$26M -$459K -2,068 -2%
GLLW
1506
Graves Light Lenhart Wealth
Virginia
$26M -$786K -3,538 -3%
SS
1507
Sunbelt Securities
Texas
$26M -$309K -1,392 -1%
NW
1508
Naviter Wealth
Arkansas
$25.9M -$590K -2,706 -2%
OCAM
1509
Onex Canada Asset Management
Ontario, Canada
$25.9M -$597K -2,688 -2%
SNB
1510
Security National Bank
Nebraska
$25.9M -$177K -795 -0.7%
CFSG
1511
Community Financial Services Group
Vermont
$25.9M -$1.1M -4,960 -4%
JJBC
1512
James J. Burns & Company
New York
$25.9M +$62.2K +280 +0.2%
SIC
1513
Sigma Investment Counselors
Michigan
$25.8M -$1.85M -8,329 -7%
SIA
1514
Schechter Investment Advisors
Michigan
$25.8M -$5.06M -22,791 -16%
SP
1515
Symmetry Partners
Connecticut
$25.7M +$4.87M +21,942 +23%
TAP
1516
Tounjian Advisory Partners
Florida
$25.7M +$25.7M +115,718 New
JRP
1517
Jasper Ridge Partners
California
$25.7M
OHIS
1518
Oak Harvest Investment Services
Texas
$25.7M +$3.09M +13,932 +14%
WAS
1519
Winch Advisory Services
Wisconsin
$25.7M -$764K -3,438 -3%
SIM
1520
Stratos Investment Management
Ohio
$25.6M +$2.56M +11,506 +11%
BWP
1521
Burling Wealth Partners
Illinois
$25.6M -$798K -3,593 -3%
MCC
1522
Money Concepts Capital
Florida
$25.5M +$32K +144 +0.1%
WTFG
1523
Wells Trecaso Financial Group
Ohio
$25.5M -$99.1K -446 -0.4%
MIG
1524
McGuire Investment Group
Rhode Island
$25.5M -$39.3K -177 -0.2%
AMM
1525
American Money Management
California
$25.5M -$219K -986 -0.9%