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 %
3IP
2026
3Chopt Investment Partners
Virginia
$15.8M +$2.44M +10,982 +18%
SC
2027
Settian Capital
New York
$15.7M
WP
2028
WealthShield Partners
North Carolina
$15.7M +$2.6M +11,718 +20%
HAM
2029
Harmony Asset Management
Arizona
$15.7M -$199K -894 -1%
SFI
2030
SPC Financial Inc
Maryland
$15.7M +$82.6K +372 +0.5%
WAS
2031
WESPAC Advisors SoCal
California
$15.7M -$127K -571 -0.8%
ATC
2032
Adirondack Trust Company
New York
$15.7M -$92.6K -417 -0.6%
HWAM
2033
Hennion & Walsh Asset Management
New Jersey
$15.7M -$396K -1,781 -2%
VF
2034
Virtu Financial
New York
$15.7M -$1.06M -4,792 -6%
OWA
2035
ORBA Wealth Advisors
Illinois
$15.7M -$53.1K -239 -0.3%
CHP
2036
Cable Hill Partners
Oregon
$15.7M -$1.22M -5,727 -7%
BCM
2037
Birch Capital Management
Texas
$15.6M -$438K -1,974 -3%
SFI
2038
Susquehanna Fundamental Investments
Pennsylvania
$15.6M -$10.7M -48,127 -41%
MWAM
2039
Manhattan West Asset Management
California
$15.6M +$1.8M +8,106 +13%
BB
2040
Bell Bank
North Dakota
$15.6M -$544K -2,450 -3%
LF
2041
Lee Financial
Texas
$15.6M -$10.4M -46,780 -40%
IDA
2042
Intelligence Driven Advisers
California
$15.5M -$553K -2,491 -3%
AIIMS
2043
Analyst IMS Investment Management Services
Israel
$15.5M -$3.96M -17,817 -20%
DW30
2044
Drucker Wealth 3.0
New Jersey
$15.5M +$592K +2,665 +4%
CBB
2045
Citizens Business Bank
California
$15.5M +$3.6M +16,209 +30%
RIG
2046
Renaissance Investment Group
Massachusetts
$15.5M -$3.43M -15,436 -18%
KWS
2047
Keystone Wealth Services
California
$15.5M -$998K -4,491 -6%
BDA
2048
Borer Denton & Associates
Pennsylvania
$15.5M -$294K -1,325 -2%
EBT
2049
Enterprise Bank & Trust
Massachusetts
$15.5M +$112K +506 +0.7%
KMWM
2050
Keudell/Morrison Wealth Management
Oregon
$15.5M -$155K -696 -1%