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 %
ST
2351
Somerset Trust
Pennsylvania
$12.2M +$195K +880 +2%
HBW
2352
Hazlett, Burt & Watson
West Virginia
$12.2M -$246K -1,108 -2%
AIM
2353
Alhambra Investment Management
Florida
$12.2M -$48.4K -218 -0.4%
WCM
2354
WealthBridge Capital Management
Ohio
$12.2M -$129K -579 -1%
RWM
2355
Revisor Wealth Management
Ohio
$12.1M -$2.04M -9,189 -14%
FFA
2356
Fairfield Financial Advisors
Massachusetts
$12.1M +$135K +609 +1%
WA1
2357
Wimmer Associates 1
California
$12.1M -$684K -3,211 -5%
FCM
2358
Fourpath Capital Management
Oklahoma
$12.1M -$60.6K -273 -0.5%
FVWA
2359
Foster Victor Wealth Advisors
South Carolina
$12.1M +$615K +3,103 +5%
BE
2360
Bonness Enterprises
District of Columbia
$12.1M
AIS
2361
American Investment Services
Massachusetts
$12.1M +$12K +54 +0.1%
CRWM
2362
Castle Rock Wealth Management
California
$12.1M -$1.96M -8,827 -14%
WAS
2363
Wealth Advisory Solutions
Indiana
$12M -$2.74M -12,320 -19%
LTAS
2364
Linden Thomas Advisory Services
North Carolina
$12M +$795K +3,581 +7%
SAM
2365
Satovsky Asset Management
New York
$12M -$654K -2,923 -5%
KIG
2366
Kessler Investment Group
Indiana
$12M +$568K +2,557 +5%
BCM
2367
Bourgeon Capital Management
Connecticut
$12M -$666 -3 -0%
RAM
2368
Riggs Asset Management
Pennsylvania
$12M +$766K +3,449 +7%
FCM
2369
Fortis Capital Management
Washington
$12M +$214K +964 +2%
CL
2370
COWA LLC
Oklahoma
$12M -$154K -460 -1%
ME
2371
McIlrath & Eck
Washington
$12M -$783K -3,524 -6%
MA
2372
Menlo Advisors
California
$12M -$137K -616 -1%
SPWG
2373
Syntegra Private Wealth Group
Missouri
$12M +$98.2K +442 +0.8%
BZWA
2374
Blue Zone Wealth Advisors
California
$12M +$120K +538 +1%
CCT
2375
Chemung Canal Trust
New York
$12M -$318K -1,431 -3%