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 %
IIA
1951
IPG Investment Advisors
California
$16.9M +$587K +2,644 +4%
TA
1952
TFG Advisers
Michigan
$16.9M -$180K -812 -1%
AB
1953
Atlas Brown
Kentucky
$16.9M +$141K +635 +0.8%
LSWP
1954
Liberty Square Wealth Partners
Pennsylvania
$16.9M +$454K +2,043 +3%
CAC
1955
Certified Advisory Corp
Florida
$16.9M -$419K -1,887 -2%
HI
1956
Humankind Investments
New York
$16.8M -$266K -1,196 -2%
QWP
1957
Quotient Wealth Partners
Texas
$16.8M +$23.8K +107 +0.1%
NAMM
1958
NorthStar Asset Management (Massachusetts)
Massachusetts
$16.8M -$3.77M -16,952 -18%
FA
1959
Fermata Advisors
California
$16.8M +$2.24M +10,102 +15%
KWM
1960
Keebeck Wealth Management
Illinois
$16.8M -$503K -2,264 -3%
IFS
1961
Ifrah Financial Services
Arkansas
$16.8M -$112K -506 -0.7%
WA
1962
WBH Advisory
Maryland
$16.8M -$255K -1,148 -1%
LI
1963
LRI Investments
Florida
$16.8M -$328K -1,477 -2%
HA
1964
Hamel Associates
New Jersey
$16.8M -$449K -2,022 -3%
WG
1965
Wealth Group
North Carolina
$16.7M +$299K +1,344 +2%
OL
1966
Optas LLC
Texas
$16.7M -$1.09M -4,922 -6%
SC
1967
Schubert & Co
Texas
$16.7M +$344K +1,549 +2%
TFIPS
1968
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7M +$1.04M +4,700 +7%
RFG
1969
RFP Financial Group
Georgia
$16.7M +$135K +607 +0.8%
MP
1970
McDonald Partners
Ohio
$16.7M -$738K -3,319 -4%
RMC
1971
Ring Mountain Capital
California
$16.7M +$127K +572 +0.8%
AOWM
1972
Alpha Omega Wealth Management
Virginia
$16.6M +$32.9K +148 +0.2%
KA
1973
KLCM Advisors
Wisconsin
$16.6M -$648K -2,919 -4%
CWP
1974
Concord Wealth Partners
Virginia
$16.6M -$958K -4,314 -5%
ML
1975
McAdam LLC
Pennsylvania
$16.6M -$1.54M -6,917 -8%