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 %
EI
2001
Ellevest Inc
New York
$16.2M -$924K -4,158 -5%
AF
2002
Arrow Financial
New York
$16.1M -$9.45M -42,548 -37%
RWP
2003
Revolve Wealth Partners
New Jersey
$16.1M +$1.25M +5,639 +8%
KA
2004
Kercheville Advisors
Texas
$16.1M -$681K -3,066 -4%
NPF
2005
Norris Perne & French
Michigan
$16.1M -$873K -3,928 -5%
BFC
2006
Bedel Financial Consulting
Indiana
$16.1M +$53.2K +268 +0.3%
GPI
2007
General Partner Inc
Pennsylvania
$16M -$1.08M -4,875 -6%
RLIM
2008
Red Lighthouse Investment Management
New York
$16M +$872K +5,086 +6%
BIM
2009
Baldwin Investment Management
Pennsylvania
$16M -$105K -471 -0.6%
BB
2010
Burford Brothers
Texas
$16M -$36.4K -164 -0.2%
AW
2011
Alteri Wealth
California
$16M +$279K +1,254 +2%
MFWP
2012
Mosaic Family Wealth Partners
Missouri
$16M +$115K +518 +0.7%
LD
2013
Lipe & Dalton
New York
$16M -$690K -3,107 -4%
NRI
2014
NFP Retirement Inc
California
$16M +$1.33K +6 +0%
FSC
2015
Full Sail Capital
Oklahoma
$16M +$58.4K +263 +0.4%
MCA
2016
Maryland Capital Advisors
Maryland
$16M -$111K -500 -0.7%
FDS
2017
First Dallas Securities
Texas
$16M +$92.6K +417 +0.6%
TIA
2018
Trust Investment Advisors
Indiana
$15.9M +$224K +1,007 +1%
EWM
2019
EPG Wealth Management
Georgia
$15.9M -$2.27M -10,214 -12%
KNW
2020
Kesler Norman & Wride
Utah
$15.9M +$124K +558 +0.8%
DWP
2021
Destiny Wealth Partners
Florida
$15.9M +$293K +1,317 +2%
SA
2022
Sovran Advisors
California
$15.9M +$5.38M +27,316 +51%
LCM
2023
Lattice Capital Management
Washington
$15.9M
CWA
2024
Consilium Wealth Advisory
Texas
$15.8M -$283K -1,276 -2%
SP
2025
Stablepoint Partners
Massachusetts
$15.8M -$69.3K -312 -0.4%