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
74.83%
Holding in Top 10
3,116
Holding in Top 10 Change
-222
Holding in Top 10 Change %
-6.65%
% of All Funds
42.32%
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 %
BCA
1776
Bay Colony Advisors
Massachusetts
$19.9M -$389K -1,784 -2%
IP
1777
Isthmus Partners
Wisconsin
$19.9M -$68K -306 -0.3%
VPP
1778
Vertex Planning Partners
Illinois
$19.9M -$25.8K -116 -0.1%
NAMA
1779
Nikko Asset Management Americas
New York
$19.9M -$4.11M -18,499 -17%
MAWCM
1780
Mine & Arao Wealth Creation & Management
California
$19.9M -$212K -955 -1%
TC
1781
Tenere Capital
New York
$19.8M +$2M +8,989 +11%
FFS
1782
Founders Financial Securities
Maryland
$19.8M +$3.74M +17,795 +23%
ACS
1783
Archford Capital Strategies
Illinois
$19.8M +$3.62M +16,302 +22%
TFA
1784
Toth Financial Advisory
Virginia
$19.8M -$675K -3,040 -3%
MCG
1785
McCollum Christoferson Group
New York
$19.8M -$266K -1,196 -1%
MIM
1786
Martin Investment Management
Florida
$19.8M -$78.2K -352 -0.4%
NEWAS
1787
N.E.W. Advisory Services
Wisconsin
$19.8M +$4.88M +21,990 +33%
SM
1788
STF Management
Texas
$19.8M +$152K +684 +0.8%
FAIM
1789
Financial Advocates Investment Management
Washington
$19.7M -$58.6M -263,829 -75%
SWA
1790
Sax Wealth Advisors
New Jersey
$19.7M +$271K +1,222 +1%
GIM
1791
Guardian Investment Management
California
$19.7M -$1.58M -7,129 -7%
WIA
1792
Westbourne Investment Advisors
Maryland
$19.7M -$181K -815 -0.9%
RA
1793
Riversedge Advisors
Delaware
$19.7M -$944K -4,249 -5%
SCM
1794
Sterneck Capital Management
Missouri
$19.6M -$572K -2,573 -3%
CT
1795
Clearstead Trust
Maine
$19.6M -$21.3K -96 -0.1%
LCS
1796
Levin Capital Strategies
New York
$19.6M +$102K +457 +0.5%
GLR
1797
Great Lakes Retirement
Ohio
$19.6M +$656K +2,953 +3%
TC
1798
Tairen Capital
Hong Kong
$19.5M +$19.5M +87,900 New
BCG
1799
Breakwater Capital Group
New Jersey
$19.5M +$729K +3,281 +4%
SIC
1800
SFE Investment Counsel
California
$19.5M +$651K +2,930 +3%