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 %
WF
1701
WoodTrust Financial
Wisconsin
$21.4M -$62.6K -282 -0.3%
BPC
1702
Bearing Point Capital
Minnesota
$21.4M -$930K -4,187 -4%
SSWM
1703
Strait & Sound Wealth Management
California
$21.4M +$1.24M +5,589 +6%
MWA
1704
Meridian Wealth Advisors
Texas
$21.3M -$344K -1,550 -2%
APWA
1705
Atlas Private Wealth Advisors
New Jersey
$21.3M -$317K -1,425 -1%
JWM
1706
Jessup Wealth Management
Ohio
$21.3M +$293K +1,319 +1%
MWA
1707
Monograph Wealth Advisors
California
$21.2M -$1.58M -7,117 -7%
ZIG
1708
Zuckerman Investment Group
Illinois
$21.2M -$70.4K -317 -0.3%
EIP
1709
Ellis Investment Partners
Pennsylvania
$21.2M -$369K -1,662 -2%
AFA
1710
Arlington Financial Advisors
California
$21.2M +$1.05M +4,706 +5%
THCM
1711
Taylor Hoffman Capital Management
Virginia
$21.2M -$2.46K -11 -0%
CCM
1712
Copeland Capital Management
Pennsylvania
$21.2M -$464K -2,091 -2%
RCA
1713
Riverview Capital Advisers
Massachusetts
$21.2M -$427K -1,922 -2%
MW
1714
Marcum Wealth
Ohio
$21.1M +$164K +740 +0.8%
SIS
1715
Sound Income Strategies
Florida
$21.1M +$1.38M +6,220 +7%
SCM
1716
Stevens Capital Management
Pennsylvania
$21.1M +$18.2M +81,947 +631%
EPIMS
1717
Evelyn Partners Investment Management Services
$21.1M +$21.1M +99,420 New
PCTC
1718
Perkins Coie Trust Company
Washington
$21.1M +$25.5K +115 +0.1%
IA
1719
Intellus Advisors
Florida
$21.1M +$1.14M +5,137 +6%
SI
1720
Sava Infond
Slovenia
$21M -$3.51M -15,780 -14%
YWM
1721
Yukon Wealth Management
Kansas
$21M +$21M +94,464 New
AAG
1722
Armstrong Advisory Group
Massachusetts
$21M
BF
1723
bLong Financial
Tennessee
$21M +$49.8K +224 +0.2%
GD
1724
Grandfield & Dodd
New York
$20.9M -$28.7K -129 -0.1%
NI
1725
Natural Investments
California
$20.9M -$120K -540 -0.6%