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, 2,002 increasing their positions, 3,057 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
2,002
Reduced
3,057
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 %
AT
2101
Arlington Trust
Alabama
$14.8M +$146K +657 +1%
BWS
2102
Buck Wealth Strategies
Colorado
$14.8M +$1.51M +6,812 +11%
CAM
2103
Clark Asset Management
New Hampshire
$14.8M +$901K +4,056 +6%
TSMHT
2104
Thurston Springer Miller Herd & Titak
Indiana
$14.8M +$2.15M +9,696 +17%
PW
2105
Pandora Wealth
Illinois
$14.8M +$14.8M +66,666 New
KCM
2106
KRS Capital Management
Michigan
$14.8M +$23.5K +106 +0.2%
BFPW
2107
BOK Financial Private Wealth
Colorado
$14.8M -$1.22M -5,486 -8%
LA
2108
LexAurum Advisors
Kansas
$14.7M -$455K -2,048 -3%
FGA
2109
Fortis Group Advisors
New Jersey
$14.7M -$399K -1,795 -3%
CP
2110
Cumberland Partners
Ontario, Canada
$14.7M -$19.1M -85,870 -56%
LAM
2111
L2 Asset Management
Massachusetts
$14.7M +$1.41M +6,353 +11%
SCP
2112
Silverleafe Capital Partners
Tennessee
$14.7M -$101K -454 -0.7%
TCOO
2113
Trust Company of Oklahoma
Oklahoma
$14.7M -$713K -3,211 -5%
GSB
2114
Greenfield Savings Bank
Massachusetts
$14.7M -$249K -1,123 -2%
WMA
2115
Wealth Management Associates
New Jersey
$14.6M -$84.4K -380 -0.6%
GFPC
2116
Global Financial Private Client
Florida
$14.6M -$1.29M -5,823 -8%
RW
2117
Rockport Wealth
Ohio
$14.6M +$13M +58,367 +780%
AFA
2118
Antonelli Financial Advisors
Michigan
$14.6M +$14.6M +65,804 New
AIA
2119
AssuredPartners Investment Advisors
Florida
$14.6M -$361K -1,627 -2%
WDG
2120
Wealth Dimensions Group
Ohio
$14.6M +$170K +765 +1%
SC
2121
Solstein Capital
California
$14.6M -$1.08M -4,870 -7%
GWM
2122
Graybill Wealth Management
Illinois
$14.5M +$14.5M +65,463 New
UAG
2123
United Advisor Group
Ohio
$14.5M -$786K -3,537 -5%
LWM
2124
LJI Wealth Management
Indiana
$14.5M -$273K -1,231 -2%
FI
2125
Financial Insights
Washington
$14.5M +$394K +1,774 +3%