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 %
TM
1676
TigerOak Management
New Mexico
$22.1M -$516K -2,324 -2%
NCM
1677
Nelson Capital Management
California
$22.1M -$89.7K -404 -0.4%
HRC
1678
Hoertkorn Richard Charles
$22M -$3.81M -17,151 -15%
JWM
1679
Jeppson Wealth Management
California
$21.9M -$107K -480 -0.5%
MSS
1680
Mitchell Sinkler & Starr
Pennsylvania
$21.9M +$42.6K +192 +0.2%
HFS
1681
Haverford Financial Services
Pennsylvania
$21.8M -$970K -4,365 -4%
PCA
1682
Providence Capital Advisors
North Carolina
$21.8M +$6.56M +29,520 +43%
ST
1683
Sentinel Trust
Texas
$21.7M -$460K -2,072 -2%
HI
1684
Horizon Investments
North Carolina
$21.7M +$731K +3,293 +3%
FFWA
1685
FRG Family Wealth Advisors
Washington
$21.7M -$255K -1,146 -1%
KFI
1686
Key Financial Inc
Pennsylvania
$21.6M -$190K -857 -0.9%
UIA
1687
UG Investment Advisers
Taiwan
$21.6M -$23.4M -105,249 -52%
WIC
1688
Willis Investment Counsel
Georgia
$21.6M -$2.93M -13,170 -12%
GWANC
1689
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.6M +$917K +4,129 +4%
MC
1690
Montag & Caldwell
Georgia
$21.6M -$1.01M -4,535 -4%
CPA
1691
Capital Planning Advisors
California
$21.6M -$527K -2,371 -2%
CIG
1692
CCM Investment Group
Minnesota
$21.5M +$584K +2,680 +3%
FA
1693
Financial Avengers
California
$21.5M -$865K -3,895 -4%
PCG
1694
PFC Capital Group
California
$21.5M -$934K -4,206 -4%
SOS
1695
Silver Oak Securities
Tennessee
$21.5M -$273K -1,255 -1%
AMG
1696
Asset Management Group
Connecticut
$21.5M -$624K -2,811 -3%
LHC
1697
Little House Capital
Massachusetts
$21.4M -$1.65M -7,416 -7%
DWM
1698
Diversify Wealth Management
Utah
$21.4M +$96.1K +455 +0.5%
ACM
1699
Accent Capital Management
Ohio
$21.4M -$243K -1,092 -1%
FNB
1700
Farmers National Bank
Kentucky
$21.4M +$1.73M +7,800 +9%