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 %
UE
2126
Unisphere Establishment
Liechtenstein
$14.5M -$4.98M -22,400 -26%
CFMC
2127
Curbstone Financial Management Corp
New Hampshire
$14.4M -$926K -4,168 -6%
BHBT
2128
Burke & Herbert Bank & Trust
Virginia
$14.4M -$238K -1,073 -2%
LIA
2129
LBMC Investment Advisors
Tennessee
$14.4M +$693K +3,120 +5%
NB
2130
Nicolet Bankshares
Wisconsin
$14.4M -$699K -3,148 -5%
IF
2131
IRON Financial
Illinois
$14.4M -$109K -489 -0.8%
BWA
2132
Blodgett Wealth Advisors
California
$14.4M -$897K -4,038 -6%
SCM
2133
Spring Capital Management
Texas
$14.3M -$81.3K -366 -0.6%
CWM
2134
Centric Wealth Management
Illinois
$14.3M -$41.3K -186 -0.3%
HWP
2135
Highline Wealth Partners
California
$14.3M +$34.4K +155 +0.2%
AFT
2136
Alpha Family Trust
California
$14.3M +$1.69M +7,610 +13%
NFA
2137
Northwest Financial Advisors
Virginia
$14.3M -$61.1K -275 -0.4%
IA
2138
IFG Advisors
Missouri
$14.3M +$11.3K +51 +0.1%
CWP
2139
Core Wealth Partners
California
$14.3M -$926K -4,170 -6%
HI
2140
Harrington Investments
California
$14.2M -$255K -1,149 -2%
SEEDPG
2141
S.E.E.D. Planning Group
New York
$14.2M +$135K +607 +1%
MCM
2142
Monarch Capital Management
Indiana
$14.2M -$400K -1,802 -3%
KIM
2143
Kane Investment Management
California
$14.2M +$4.79M +21,577 +51%
QCIG
2144
Quad-Cities Investment Group
Iowa
$14.2M -$268K -1,207 -2%
CIG
2145
Consolidated Investment Group
Colorado
$14.2M -$535K -2,410 -4%
FP
2146
Financial Perspectives
Minnesota
$14.2M -$208K -936 -1%
APG
2147
Abacus Planning Group
South Carolina
$14.1M +$162K +731 +1%
CWAG
2148
Compton Wealth Advisory Group
Virginia
$14.1M -$268K -1,206 -2%
TWM
2149
TCFG Wealth Management
California
$14.1M -$230K -1,034 -2%
SDAM
2150
Shulman DeMeo Asset Management
New York
$14.1M -$34.7K -156 -0.2%