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 %
OA
1526
Oxbow Advisors
Texas
$25.5M +$92K +414 +0.4%
RAS
1527
RPS Advisory Solutions
Kentucky
$25.4M -$611K -2,752 -2%
LWM
1528
Liberty Wealth Management
California
$25.4M -$537K -2,419 -2%
BP
1529
Broadleaf Partners
Ohio
$25.4M -$424K -1,909 -2%
MA
1530
MONECO Advisors
Connecticut
$25.3M +$560K +2,522 +2%
WAM
1531
WT Asset Management
Hong Kong
$25.3M +$25.3M +114,100 New
IWA
1532
Icon Wealth Advisors
Texas
$25.3M -$2.59M -11,643 -9%
SSI
1533
Scott & Selber Inc
Texas
$25.3M +$5.33K +24 +0%
ARC
1534
Advisor Resource Council
Texas
$25.3M +$24.1M +134,146 +1,985%
BMWM
1535
Brown Miller Wealth Management
Virginia
$25.3M +$18.9K +85 +0.1%
QPW
1536
Quantum Private Wealth
Florida
$25.3M -$1.27M -5,702 -5%
DCM
1537
Decatur Capital Management
Georgia
$25.3M +$58.9K +265 +0.2%
CPA
1538
Cardiff Park Advisors
California
$25.3M -$1.11M -5,005 -4%
ESB
1539
Essex Savings Bank
Connecticut
$25.2M +$209K +942 +0.8%
BHPW
1540
Beverly Hills Private Wealth
California
$25.2M -$397K -1,788 -2%
TCA
1541
Trifecta Capital Advisors
Illinois
$25.2M +$473K +2,130 +2%
CAM
1542
Cypress Asset Management
Texas
$25.1M -$397K -1,786 -2%
SACTSONJ
1543
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$25.1M -$400K -1,800 -2%
OA
1544
Oak Associates
Ohio
$25.1M
WPW
1545
Waldron Private Wealth
Pennsylvania
$25.1M -$19.5M -87,700 -44%
JAM
1546
JCIC Asset Management
Ontario, Canada
$25M -$298K -1,342 -1%
AIM
1547
Arcadia Investment Management
Michigan
$25M -$1.69M -7,611 -6%
TPWA
1548
TRUE Private Wealth Advisors
Oregon
$25M -$880K -3,960 -3%
CWM
1549
Connecticut Wealth Management
Connecticut
$25M -$6K -27 -0%
IIM
1550
Intact Investment Management
Quebec, Canada
$25M -$40K -180 -0.2%