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 %
GCM
1976
Gibraltar Capital Management
Oklahoma
$16.6M +$1.64M +7,383 +11%
CPW
1977
Cove Private Wealth
New York
$16.5M +$2.73M +12,277 +20%
FCFC
1978
First Commonwealth Financial Corp
Pennsylvania
$16.5M -$323K -1,452 -2%
CC
1979
Capital Counsel
New York
$16.5M -$535K -2,407 -3%
DDPIC
1980
Deroy & Devereaux Private Investment Counsel
Michigan
$16.4M -$149K -672 -0.9%
FMB
1981
Field & Main Bank
Kentucky
$16.4M -$485K -2,185 -3%
CA
1982
Calton & Associates
Florida
$16.4M +$6.99M +31,451 +74%
GAM
1983
Grandview Asset Management
Pennsylvania
$16.4M -$141K -636 -0.9%
RCM
1984
Radnor Capital Management
Pennsylvania
$16.4M +$369K +1,663 +2%
HWMO
1985
Heritage Wealth Management (Ohio)
Ohio
$16.4M -$611K -2,749 -4%
TWM
1986
Tanager Wealth Management
United Kingdom
$16.4M -$800K -3,601 -5%
PAS
1987
Professional Advisory Services
Florida
$16.4M -$365K -1,645 -2%
JHCP
1988
Jackson Hole Capital Partners
Oklahoma
$16.3M -$241K -1,083 -1%
PG
1989
Patten Group
Tennessee
$16.3M -$735K -3,310 -4%
TBT
1990
Texas Bank & Trust
Texas
$16.3M -$275K -1,236 -2%
FFG
1991
Frisch Financial Group
New York
$16.3M -$2.27M -10,218 -12%
Loomis, Sayles & Company
1992
Loomis, Sayles & Company
Massachusetts
$16.3M -$4.05M -18,251 -20%
FNWM
1993
Financial Network Wealth Management
Utah
$16.3M -$403K -1,813 -2%
DWMS
1994
Dominguez Wealth Management Solutions
Virginia
$16.3M +$36K +162 +0.2%
WIS
1995
Wright Investors Service
Connecticut
$16.2M -$1.63M -7,351 -9%
LWP
1996
LMG Wealth Partners
Louisiana
$16.2M -$75.3K -339 -0.5%
PFGIA
1997
Patriot Financial Group Insurance Agency
Massachusetts
$16.2M +$68.6K +309 +0.4%
MAP
1998
Managed Asset Portfolios
Michigan
$16.2M -$53.1K -239 -0.3%
KIG
1999
Kennedy Investment Group
New Jersey
$16.2M +$87.7K +395 +0.5%
SFS
2000
Strategic Financial Services
New York
$16.2M -$379K -1,708 -2%