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 %
IHG
1551
Insight Holdings Group
New York
$25M -$11.7M -52,700 -32%
FWTB
1552
First Western Trust Bank
Colorado
$24.9M -$721K -3,246 -3%
NG
1553
Norden Group
Utah
$24.9M -$3.3M -14,844 -12%
NHC
1554
Nicholas Hoffman & Company
Georgia
$24.9M -$741K -3,338 -3%
VAS
1555
Valicenti Advisory Services
New York
$24.9M -$514K -2,313 -2%
GC
1556
Garde Capital
Washington
$24.9M +$20.4K +92 +0.1%
KCM
1557
Kathmere Capital Management
Pennsylvania
$24.8M +$6.38M +28,720 +35%
PSFG
1558
Prairie Sky Financial Group
Illinois
$24.8M +$70.6K +318 +0.3%
WSC
1559
Wellington Shields & Co
New York
$24.8M +$456K +2,051 +2%
SAM
1560
Sompo Asset Management
Japan
$24.8M -$3.87M -17,407 -14%
RPWA
1561
Regent Peak Wealth Advisors
Georgia
$24.8M -$86.9K -391 -0.3%
SSA
1562
Sierra Summit Advisors
Nevada
$24.7M +$598K +2,694 +2%
CAM
1563
Costello Asset Management
Pennsylvania
$24.7M +$22.9M +103,207 +1,295%
TSWM
1564
Tyler-Stone Wealth Management
Ohio
$24.7M -$1.5M -6,732 -6%
SFG
1565
Sowa Financial Group
Rhode Island
$24.7M -$468K -2,106 -2%
VNA
1566
Valley National Advisers
Pennsylvania
$24.7M -$2.39M -10,746 -9%
WEG
1567
World Equity Group
Illinois
$24.7M +$6.62M +29,631 +37%
GWMR
1568
GC Wealth Management RIA
Massachusetts
$24.6M +$395K +1,780 +2%
HA
1569
Huntleigh Advisors
Missouri
$24.6M -$2.18M -9,793 -8%
HCM
1570
Himalaya Capital Management
Washington
$24.6M -$46M -207,100 -65%
BMO
1571
Beck Mack & Oliver
New York
$24.5M -$130K -585 -0.5%
SC
1572
Sierra Capital
Florida
$24.5M -$393K -1,769 -2%
WC
1573
Weil Company
California
$24.5M -$591K -2,662 -2%
CI
1574
Conning Inc
Connecticut
$24.5M -$1.14M -5,141 -4%
FWI
1575
Facet Wealth Inc
Maryland
$24.5M +$1.28M +6,419 +5%