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 %
OBWP
2201
O'Brien Wealth Partners
Massachusetts
$13.6M -$1.78K -8 -0%
SAM
2202
Secure Asset Management
Michigan
$13.5M -$34.9M -157,296 -72%
MWP
2203
MYCIO Wealth Partners
Pennsylvania
$13.5M -$4.22K -19 -0%
KFA
2204
Kelleher Financial Advisors
New York
$13.5M +$173K +778 +1%
V
2205
VeraBank
Texas
$13.5M -$104K -470 -0.8%
HFM
2206
Hartford Financial Management
Connecticut
$13.5M -$161K -723 -1%
BIP
2207
Blueprint Investment Partners
North Carolina
$13.5M -$4.28M -19,254 -24%
BW
2208
BIP Wealth
Georgia
$13.5M -$295K -1,326 -2%
AWM
2209
Aprio Wealth Management
Georgia
$13.5M +$975K +4,389 +8%
CMAI
2210
Capital Management Associates Inc
Minnesota
$13.4M +$5.54M +24,939 +70%
WCWM
2211
Willow Creek Wealth Management
California
$13.4M +$27.3K +123 +0.2%
PR
2212
Payden & Rygel
California
$13.4M +$2.31M +10,400 +21%
FHC
2213
First Heartland Consultants
Missouri
$13.4M -$1.28M -5,772 -9%
HCM
2214
Hodges Capital Management
Texas
$13.4M -$4.06M -18,299 -23%
FFP
2215
Freedom Financial Partners
Minnesota
$13.4M -$105K -473 -0.8%
TPW
2216
Talon Private Wealth
Florida
$13.4M +$13.3M +59,933 +14,762%
ATFA
2217
All Terrain Financial Advisors
Minnesota
$13.4M -$104K -467 -0.8%
RIM
2218
Redwood Investment Management
Arizona
$13.4M +$6.98M +31,421 +109%
A
2219
Argentarii
Ohio
$13.4M +$644K +2,900 +5%
CIP
2220
Capital Insight Partners
Arizona
$13.4M -$61.1K -275 -0.5%
REMPR
2221
Roof Eidam Maycock Peralta (REMP)
California
$13.3M -$735K -3,311 -5%
ITIM
2222
Indiana Trust & Investment Management
Indiana
$13.3M -$384K -1,728 -3%
TFGT
2223
TS Financial Group (TSFG)
Illinois
$13.3M +$1.12M +5,043 +9%
BKA
2224
Brick & Kyle Associates
Pennsylvania
$13.3M -$236K -1,070 -2%
DTC
2225
Davidson Trust Company
Washington
$13.3M +$20.9K +94 +0.2%