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 %
WMG
2151
WESCAP Management Group
California
$14.1M -$2.82M -12,683 -17%
EM
2152
Excalibur Management
Massachusetts
$14.1M +$2.01M +9,051 +17%
HCP
2153
Hexagon Capital Partners
Arkansas
$14.1M -$58.4K -263 -0.4%
CCFM
2154
Clear Creek Financial Management
Washington
$14.1M +$932K +4,197 +7%
TCPG
2155
Trivant Custom Portfolio Group
California
$14.1M -$1.25M -5,630 -8%
NB
2156
Northwest Bancshares
Pennsylvania
$14.1M -$134K -601 -0.9%
GEA
2157
Glen Eagle Advisors
New Jersey
$14.1M -$1.58M -7,131 -10%
LAM
2158
Lummis Asset Management
Texas
$14M +$5.88M +26,882 +72%
NG
2159
Novem Group
New York
$14M +$717K +3,228 +5%
LWM
2160
LongView Wealth Management
Georgia
$14M -$472K -2,126 -3%
LSIA
2161
LaSalle St. Investment Advisors
Illinois
$14M -$1.46M -6,565 -9%
HHAA
2162
Henry H. Armstrong Associates
Pennsylvania
$14M -$176K -791 -1%
HW
2163
Hedeker Wealth
Illinois
$14M -$350K -1,575 -2%
ISWM
2164
Independent Solutions Wealth Management
New York
$14M -$300K -1,352 -2%
FMLI
2165
Fukoku Mutual Life Insurance
Japan
$14M -$23.5K -106 -0.2%
NCGI
2166
Next Century Growth Investors
Minnesota
$14M -$2.49M -11,223 -15%
HBT
2167
Heartland Bank & Trust
Illinois
$14M +$2.38M +10,736 +21%
FA
2168
Fountainhead AM
New Jersey
$14M +$816K +3,672 +6%
UB
2169
Umpqua Bank
Oregon
$14M -$85.7K -386 -0.6%
MVA
2170
Mount Vernon Associates
Maryland
$13.9M -$90K -405 -0.6%
BWG
2171
Balanced Wealth Group
Ohio
$13.9M -$8.66K -39 -0.1%
MC
2172
Muhlenkamp & Co
Pennsylvania
$13.9M -$135K -610 -1%
VCM
2173
Virtue Capital Management
Tennessee
$13.9M +$5.41M +24,451 +64%
GU
2174
Georgetown University
District of Columbia
$13.8M -$1.88M -8,466 -12%
WPWM
2175
Western Pacific Wealth Management
Illinois
$13.8M -$11.1K -50 -0.1%