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 %
IF
2226
Intrua Financial
Texas
$13.3M -$4.46M -20,076 -25%
IWA
2227
IVC Wealth Advisors
Pennsylvania
$13.3M -$451K -2,029 -3%
DA
2228
DCM Advisors
New York
$13.3M -$3.17M -14,484 -19%
SC
2229
Stolper & Co
Oklahoma
$13.3M -$304K -1,368 -2%
WCFA
2230
Walkner Condon Financial Advisors
Wisconsin
$13.3M +$275K +1,238 +2%
CWM
2231
Chronos Wealth Management
Florida
$13.2M -$209K -941 -2%
SCA
2232
Sandy Cove Advisors
Massachusetts
$13.2M -$102K -459 -0.8%
LJHT
2233
Laurie J. Hall Trustee
$13.2M -$115K -519 -0.9%
AT
2234
American Trust
Kentucky
$13.2M -$3.41M -15,356 -21%
AG
2235
AmeriFlex Group
Nevada
$13.2M +$602K +2,708 +5%
AWA
2236
Amplius Wealth Advisors
Pennsylvania
$13.2M -$83.3K -375 -0.6%
AWS
2237
Arkfeld Wealth Strategies
Nebraska
$13.2M +$248K +1,247 +2%
TIP
2238
Torray Investment Partners
Maryland
$13.2M -$504K -2,268 -4%
CNC
2239
Citizens & Northern Corp
Pennsylvania
$13.2M -$241K -1,087 -2%
OWM
2240
Orca Wealth Management
Florida
$13.2M +$190K +855 +1%
CIAS
2241
CFS Investment Advisory Services
New Jersey
$13.2M +$266K +1,199 +2%
BGC
2242
Beutel, Goodman & Co
Ontario, Canada
$13.1M +$13.1M +59,198 New
LCC
2243
Lincoln Capital Corp
Rhode Island
$13.1M -$301K -1,354 -2%
MTWM
2244
Masso Torrence Wealth Management
New Jersey
$13.1M -$220K -992 -2%
PNAA
2245
Pictet North America Advisors
Switzerland
$13.1M -$177K -797 -1%
CWMK
2246
Caliber Wealth Management (Kansas)
Kansas
$13.1M +$13.1M +59,069 New
MWA
2247
Moser Wealth Advisors
Washington
$13.1M -$851K -3,830 -6%
SIC
2248
SJS Investment Consulting
Ohio
$13.1M +$79.7K +359 +0.6%
MKA
2249
M. Kulyk & Associates
Georgia
$13.1M -$882K -3,972 -6%
HNWAG
2250
High Net Worth Advisory Group
Florida
$13.1M -$538K -2,424 -4%