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 %
PP
1601
PDS Planning
Ohio
$23.9M +$1.56M +7,004 +7%
AM
1602
Atwater Malick
Pennsylvania
$23.9M +$44.6K +201 +0.2%
CCP
1603
Clough Capital Partners
Massachusetts
$23.9M +$1.12M +5,035 +5%
PT
1604
Plimoth Trust
Massachusetts
$23.8M -$772K -3,475 -3%
PWAM
1605
Private Wealth Asset Management
Iowa
$23.8M +$23.8M +107,165 New
RWP
1606
Ridgecrest Wealth Partners
California
$23.8M +$492K +2,214 +2%
ALC
1607
Alexander Labrunerie & Co
Missouri
$23.8M -$343K -1,544 -1%
RBC
1608
Romano Brothers & Co
Illinois
$23.8M -$300K -1,349 -1%
FM
1609
Family Management
New York
$23.7M +$2.34M +10,544 +11%
Members Trust
1610
Members Trust
Florida
$23.7M +$616K +2,772 +3%
CYG
1611
Clean Yield Group
Vermont
$23.7M +$316K +1,421 +1%
SC
1612
Slow Capital
California
$23.7M +$4.12M +18,528 +21%
SAM
1613
Selway Asset Management
$23.6M -$2.27M -10,237 -9%
AWA
1614
Aaron Wealth Advisors
Illinois
$23.6M +$230K +1,037 +1%
RRCM
1615
Rappaport Reiches Capital Management
Illinois
$23.6M +$277K +1,248 +1%
KIM
1616
Kestra Investment Management
Texas
$23.6M +$10.1M +45,346 +75%
PFG
1617
Putney Financial Group
California
$23.6M -$775K -3,487 -3%
AC
1618
AlphaCore Capital
California
$23.6M +$5.06M +22,778 +27%
FWM
1619
Focused Wealth Management
New York
$23.5M +$201K +906 +0.9%
PCA
1620
Peddock Capital Advisors
Massachusetts
$23.5M -$480K -2,162 -2%
AA
1621
Armis Advisers
Georgia
$23.5M +$7.85M +35,837 +50%
IP
1622
Ignite Planners
California
$23.4M +$8.23M +38,585 +54%
ERWM
1623
Elk River Wealth Management
Colorado
$23.4M -$250K -1,125 -1%
VBFG
1624
Vishria Bird Financial Group
Tennessee
$23.4M +$66.6K +300 +0.3%
HIP
1625
Harrell Investment Partners
Texas
$23.4M +$435K +1,959 +2%