5,478 hedge funds and large institutions have $2.34T invested in Apple in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 2,255 increasing their positions, 2,707 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% less funds holding

Funds holding: 5,5305,478 (-52)

1.31% less ownership

Funds ownership: 63.18%61.86% (-1.3%)

17% less repeat investments, than reductions

Existing positions increased: 2,255 | Existing positions reduced: 2,707

Holders
5,478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2,990
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$66.7B
Puts
$54.9B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
2001
West Family Investments
California
$17.8M
ICP
2002
Ironvine Capital Partners
Nebraska
$17.8M
SL
2003
Salomon & Ludwin
Virginia
$17.8M
BDA
2004
Borer Denton & Associates
Pennsylvania
$17.8M
KNW
2005
Kesler Norman & Wride
Utah
$17.8M
LTI
2006
Laffer Tengler Investments
Tennessee
$17.8M
BWP
2007
Balboa Wealth Partners
Arizona
$17.8M
CMAI
2008
Capital Management Associates Inc
Minnesota
$17.7M
TIA
2009
Trust Investment Advisors
Indiana
$17.7M
PW
2010
Potentia Wealth
California
$17.7M
TAM
2011
Titleist Asset Management
Texas
$17.7M
BONST
2012
Bank of Nova Scotia Trust
Ontario, Canada
$17.6M
CWA
2013
Consilium Wealth Advisory
Texas
$17.6M
LAM
2014
L2 Asset Management
Massachusetts
$17.6M
DBIA
2015
Dumont & Blake Investment Advisors
New Jersey
$17.6M
HWA
2016
HHM Wealth Advisors
Tennessee
$17.6M
WFA
2017
Wellspring Financial Advisors
Ohio
$17.6M
CAS
2018
Coppell Advisory Solutions
Texas
$17.6M
EI
2019
Ellevest Inc
New York
$17.6M
HBT
2020
Heartland Bank & Trust
Illinois
$17.5M
IA
2021
IFG Advisors
Missouri
$17.5M
EFG
2022
Ethos Financial Group
Pennsylvania
$17.5M
TBT
2023
Texas Bank & Trust
Texas
$17.5M
IF
2024
Intrua Financial
Texas
$17.5M
SEEDPG
2025
S.E.E.D. Planning Group
New York
$17.5M