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 %
CPBTD
1751
Central Pacific Bank - Trust Division
Hawaii
$20.3M +$367K +1,653 +2%
LWA
1752
Lineweaver Wealth Advisors
Ohio
$20.3M -$97.5K -439 -0.5%
WRPWM
1753
Werba Rubin Papier Wealth Management
California
$20.3M -$436K -1,961 -2%
BFA
1754
Bill Few Associates
Pennsylvania
$20.3M -$86K -387 -0.4%
LCM
1755
Liberty Capital Management
Michigan
$20.2M -$154K -692 -0.8%
BAM
1756
Brave Asset Management
New Jersey
$20.2M -$16.2K -73 -0.1%
GAA
1757
Guardian Asset Advisors
Pennsylvania
$20.2M +$24K +108 +0.1%
HCP
1758
Holt Capital Partners
Texas
$20.2M -$67.3K -303 -0.3%
SDJVC
1759
St. Denis J. Villere & Co
Louisiana
$20.2M -$795K -3,577 -4%
CWM
1760
Cordatus Wealth Management
Pennsylvania
$20.2M +$775K +3,489 +4%
HF
1761
Holcombe Financial
Georgia
$20.2M -$36.7K -165 -0.2%
SCA
1762
St. Clair Advisors
Ohio
$20.2M -$409K -1,843 -2%
MIM
1763
Manitou Investment Management
Ontario, Canada
$20.1M -$11.1M -50,175 -36%
HH
1764
HWG Holdings
Texas
$20.1M -$335K -1,508 -2%
OBWG
1765
Onyx Bridge Wealth Group
New York
$20.1M -$438K -1,972 -2%
WKWM
1766
Walter & Keenan Wealth Management
Indiana
$20.1M +$122K +551 +0.6%
CCT
1767
Capital City Trust
Florida
$20.1M -$594K -2,672 -3%
SW
1768
SkyOak Wealth
Michigan
$20M -$535K -2,410 -3%
JSC
1769
Jackson Square Capital
California
$20M -$8.57M -38,580 -30%
MW
1770
MBL Wealth
North Carolina
$20M +$402K +1,810 +2%
SIA
1771
Strategic Investment Advisors
Michigan
$20M +$178K +800 +0.9%
CQWA
1772
Chokshi & Queen Wealth Advisors
California
$20M +$47.1K +212 +0.2%
NC
1773
NZS Capital
Colorado
$20M -$16M -72,006 -44%
AWM
1774
Aries Wealth Management
Maine
$19.9M -$378K -1,701 -2%
AWM
1775
Accurate Wealth Management
Florida
$19.9M -$98K -495 -0.5%