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 %
LSA
1576
L & S Advisors
California
$24.5M -$1.89M -8,496 -7%
PCP
1577
Proficio Capital Partners
Massachusetts
$24.5M +$424K +1,909 +2%
BIG
1578
Brookwood Investment Group
Arizona
$24.4M +$24.4M +110,066 New
MCP
1579
Mirador Capital Partners
California
$24.4M +$1.7M +7,639 +7%
WA
1580
Wilmar Advisors
Florida
$24.4M -$2.22M -10,000 -8%
BFW
1581
Brady Family Wealth
Missouri
$24.4M -$262K -1,178 -1%
TNBTD
1582
Trustmark National Bank Trust Department
Mississippi
$24.4M +$569K +2,560 +2%
GI
1583
GAMCO Investors
Connecticut
$24.3M -$982K -4,419 -4%
PSP
1584
Principal Street Partners
Tennessee
$24.3M +$11.1K +50 +0%
PCS
1585
Personal CFO Solutions
New Jersey
$24.3M -$83.3K -375 -0.3%
SMH
1586
Sanders Morris Harris
Texas
$24.3M -$131K -586 -0.5%
GWM
1587
GDS Wealth Management
Texas
$24.2M +$971K +4,372 +4%
WCA
1588
Westover Capital Advisors
Delaware
$24.2M -$1.07M -4,813 -4%
SAF
1589
Smith Anglin Financial
Texas
$24.2M +$394K +1,773 +2%
IC
1590
Inscription Capital
Texas
$24.2M +$24.2M +140,950 New
AF
1591
Advisornet Financial
Minnesota
$24.1M -$15.8K -71 -0.1%
S
1592
SimplyRich
California
$24.1M -$22.2K -100 -0.1%
FDP
1593
Financiere des Professionnels
Quebec, Canada
$24.1M -$6.56M -29,524 -21%
TNA
1594
True North Advisors
Texas
$24.1M +$465K +2,094 +2%
WIM
1595
Wittenberg Investment Management
Massachusetts
$24M -$4.21M -18,954 -15%
CWM
1596
CMH Wealth Management
New Hampshire
$24M +$239K +1,077 +1%
PWMG
1597
Prestige Wealth Management Group
New Jersey
$24M -$130K -585 -0.5%
WC
1598
Waterloo Capital
Texas
$23.9M +$6.68M +30,056 +39%
GGS
1599
Galvin Gaustad & Stein
Arizona
$23.9M -$1.83M -8,236 -7%
MA
1600
MSA Advisors
California
$23.9M +$4.85M +21,824 +25%