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 %
BONH
1926
Bank of New Hampshire
New Hampshire
$17.3M -$537K -2,419 -3%
OMC
1927
Overbrook Management Corp
New York
$17.3M -$969K -4,362 -5%
NF
1928
Nikulski Financial
Iowa
$17.3M +$131K +589 +0.8%
MCM
1929
Mattern Capital Management
Colorado
$17.3M -$1.06M -4,754 -6%
ERIC
1930
Eagle Rock Investment Company
Georgia
$17.2M -$401K -1,804 -2%
CBT
1931
Crews Bank & Trust
Florida
$17.2M -$178K -803 -1%
HNW
1932
High Note Wealth
Minnesota
$17.2M -$173K -779 -1%
CL
1933
CIM LLC
New York
$17.2M -$1.37M -6,177 -7%
APWM
1934
Argonautica Private Wealth Management
Massachusetts
$17.1M -$208K -936 -1%
AA
1935
Alta Advisers
United Kingdom
$17.1M +$5.92M +26,630 +53%
GEM
1936
Global Endowment Management
North Carolina
$17.1M -$1.47M -6,628 -8%
LOPW
1937
Live Oak Private Wealth
North Carolina
$17.1M -$165K -745 -1%
FZCM
1938
Flynn Zito Capital Management
New York
$17.1M -$943K -4,245 -5%
MCM
1939
McDonough Capital Management
Florida
$17M +$202K +909 +1%
COCM
1940
Charter Oak Capital Management
New Hampshire
$17M -$624K -2,809 -4%
PDL
1941
Portfolio Design Labs
California
$17M -$5.06M -22,798 -23%
MIC
1942
Meridian Investment Counsel
California
$17M -$27.1K -122 -0.2%
IC
1943
Iconiq Capital
California
$17M +$2.31M +10,392 +16%
PI
1944
Parkside Investments
Illinois
$17M +$5.89M +26,500 +53%
MAM
1945
McLean Asset Management
Virginia
$17M +$6.4M +37,124 +60%
HCP
1946
Hamilton Capital Partners
Georgia
$17M +$6.57M +29,569 +63%
PWA
1947
Physician Wealth Advisors
Utah
$17M +$41.8K +188 +0.2%
GCA
1948
Gradient Capital Advisors
California
$17M -$713K -3,209 -4%
ACA
1949
Atlas Capital Advisors
Wyoming
$16.9M -$434K -1,956 -3%
PWAM
1950
Papamarkou Wellner Asset Management
New York
$16.9M -$346K -1,559 -2%