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 %
PAM
1851
Pegasus Asset Management
New York
$18.4M -$394K -1,772 -2%
PMFA
1852
Plante Moran Financial Advisors
Michigan
$18.4M -$2.79M -12,538 -13%
FIB
1853
First Interstate Bank
Montana
$18.4M -$941K -4,237 -5%
OFP
1854
OFC Financial Planning
New Jersey
$18.4M -$83.1K -374 -0.4%
FDCP
1855
Foster Dykema Cabot & Partners
Massachusetts
$18.4M -$1.43M -6,440 -7%
GM
1856
GeoWealth Management
Illinois
$18.4M -$6.48M -29,188 -26%
NIM
1857
Nicollet Investment Management
Minnesota
$18.4M +$311K +1,400 +2%
SPI
1858
Strategic Planning Inc
Ohio
$18.3M +$18.3M +82,547 New
LFA
1859
Legacy Financial Advisors
Kentucky
$18.3M +$524K +2,361 +3%
GFG
1860
Greystone Financial Group
Michigan
$18.3M -$249K -1,122 -1%
PWPS
1861
Pinnacle Wealth Planning Services
Ohio
$18.3M +$1.02M +4,571 +6%
FPCP
1862
Fort Point Capital Partners
California
$18.3M -$376K -1,694 -2%
CCMW
1863
Cypress Capital Management (Wyoming)
Wyoming
$18.3M -$156K -701 -0.8%
KA
1864
Kozak & Associates
Colorado
$18.3M +$187K +925 +1%
RMAM
1865
Raab & Moskowitz Asset Management
New Jersey
$18.3M -$774K -3,485 -4%
RCA
1866
Resonant Capital Advisors
Wisconsin
$18.2M +$478K +2,151 +3%
MF
1867
Montis Financial
Massachusetts
$18.2M -$3.69M -16,625 -17%
FC
1868
Fusion Capital
South Carolina
$18.2M -$415K -1,868 -2%
CWM
1869
Centurion Wealth Management
Virginia
$18.2M
1C
1870
111 Capital
France
$18.1M -$385K -1,731 -2%
CFA
1871
Cahill Financial Advisors
Minnesota
$18.1M +$46K +207 +0.3%
CL
1872
CLG LLC
California
$18.1M -$2.71M -12,214 -13%
DI
1873
Diligent Investors
California
$18.1M -$353K -1,587 -2%
GP
1874
Guardian Partners
Canada
$18.1M -$578K -2,822 -3%
NFSG
1875
Newbridge Financial Services Group
Florida
$18.1M +$104K +470 +0.6%