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 %
LIM
1801
Lathrop Investment Management
Arkansas
$19.5M -$572K -2,573 -3%
BWM
1802
BNC Wealth Management
Oregon
$19.5M -$356K -1,604 -2%
PCMK
1803
Paragon Capital Management (Kansas)
Kansas
$19.5M -$688K -3,097 -3%
TF
1804
Trek Financial
Arizona
$19.5M +$99.7K +449 +0.5%
IEFM
1805
IQ EQ Fund Management
Ireland
$19.5M +$1.59M +7,139 +9%
RRA
1806
Round Rock Advisors
Connecticut
$19.5M -$2.24M -10,089 -10%
BCM
1807
Blume Capital Management
California
$19.5M +$1.07M +4,800 +6%
RCW
1808
Rheos Capital Works
Japan
$19.4M +$5.11M +23,000 +36%
GIM
1809
Generali Investments Management
Slovenia
$19.4M -$7.49M -33,703 -28%
ATI
1810
Act Two Investors
California
$19.4M -$1.35M -6,065 -6%
IIM
1811
Ipswich Investment Management
Massachusetts
$19.4M -$282K -1,270 -1%
MSAM
1812
Moloney Securities Asset Management
Missouri
$19.4M -$2.1M -9,470 -10%
MAWA
1813
Moss Adams Wealth Advisors
Washington
$19.4M +$1.4M +6,282 +8%
MA
1814
Mezzasalma Advisors
New Jersey
$19.4M -$195K -876 -1%
AHC
1815
Anderson Hoagland & Co
Missouri
$19.3M -$4.62M -26,798 -19%
KFA
1816
Kapstone Financial Advisors
Ohio
$19.3M -$701K -3,156 -4%
CA
1817
CV Advisors
Florida
$19.3M +$557K +2,514 +3%
WC
1818
Westhampton Capital
North Carolina
$19.3M -$375K -1,686 -2%
OIA
1819
Optimum Investment Advisors
Illinois
$19.3M -$172K -774 -0.9%
JEST
1820
JTC Employer Solutions Trustee
Jersey
$19.3M -$1.06M -4,773 -5%
HI
1821
Hoey Investments
Pennsylvania
$19.3M -$1.87M -8,399 -9%
SCM
1822
Stonebridge Capital Management
California
$19.3M -$911K -4,100 -5%
MFA
1823
Mayflower Financial Advisors
Massachusetts
$19.2M -$578K -2,600 -3%
VW
1824
Vantage Wealth
California
$19.2M -$200K -900 -1%
AIA
1825
AIMZ Investment Advisors
California
$19.2M -$27.5K -124 -0.1%