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 %
CSB
2251
City State Bank
Iowa
$13.1M -$67.3K -303 -0.5%
AW
2252
Alaethes Wealth
Nevada
$13.1M +$459K +2,065 +4%
MFC
2253
Mechanics Financial Corp
Ohio
$13.1M -$92K -414 -0.7%
MCM
2254
Morton Capital Management
California
$13.1M -$1.27M -5,701 -9%
FIC
2255
FCG Investment Company
Tennessee
$13M +$546K +2,458 +4%
SFA
2256
Souders Financial Advisors
Ohio
$13M -$691K -3,112 -5%
PHS
2257
Pekin Hardy Strauss
Illinois
$13M -$760K -3,423 -6%
MFGM
2258
Marshall Financial Group (Maryland)
Maryland
$13M -$187K -842 -1%
DC
2259
DeDora Capital
California
$13M -$226K -1,018 -2%
AF
2260
Aviso Financial
Ontario, Canada
$13M -$893K -4,018 -6%
OW
2261
Olistico Wealth
Oklahoma
$13M -$955K -4,300 -7%
WFMPM
2262
Woodley Farra Manion Portfolio Management
Indiana
$13M -$115K -516 -0.9%
GCM
2263
Genus Capital Management
British Columbia, Canada
$13M +$13M +58,430 New
PAS
2264
PKS Advisory Services
New York
$13M -$30.2K -136 -0.2%
EP
2265
Edgestream Partners
New Jersey
$13M -$14.7M -66,371 -53%
PA
2266
Planning Alternatives
Michigan
$13M +$1.13M +5,093 +10%
EWM
2267
Evermay Wealth Management
Virginia
$13M -$116K -524 -0.9%
WAM
2268
WNY Asset Management
New York
$13M -$23.5K -106 -0.2%
KIC
2269
Kensington Investment Counsel
California
$13M +$341K +1,537 +3%
OHWA
2270
Oak Hill Wealth Advisors
Virginia
$12.9M +$57.3K +258 +0.4%
OBGC
2271
O'Brien Greene & Co
Pennsylvania
$12.9M -$200K -902 -2%
FCT
2272
First Community Trust
Iowa
$12.9M -$61.3K -276 -0.5%
BCCM
2273
Bridge Creek Capital Management
Massachusetts
$12.9M -$306K -1,379 -2%
ICM
2274
IMS Capital Management
Oregon
$12.9M -$501K -2,257 -4%
TCB
2275
Texas Capital Bancshares
Texas
$12.9M +$148K +665 +1%