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 %
SIS
2401
Strategic Investment Solutions
Illinois
$11.7M +$71.7K +323 +0.6%
JFL
2402
Jarislowsky, Fraser Ltd
Quebec, Canada
$11.7M +$21.5K +97 +0.2%
HIM
2403
Harbour Investment Management
Washington
$11.7M -$24.4K -110 -0.2%
WA
2404
Wambolt & Associates
Colorado
$11.7M -$479K -2,145 -4%
MC
2405
Miramar Capital
Illinois
$11.7M -$816K -3,675 -7%
PPA
2406
Painted Porch Advisors
California
$11.7M +$1.9M +8,573 +19%
OL
2407
Owen LaRue
Kentucky
$11.7M -$409K -1,841 -3%
GCM
2408
Goldstream Capital Management
Hong Kong
$11.7M -$10.1M -45,342 -46%
XWM
2409
Xcel Wealth Management
Florida
$11.7M -$144K -650 -1%
PWG
2410
Portside Wealth Group
Utah
$11.7M -$2.6M -11,716 -18%
EAM
2411
Eukles Asset Management
Ohio
$11.7M +$158K +712 +1%
PWM
2412
Palumbo Wealth Management
New York
$11.7M +$1.63M +7,341 +16%
CCM
2413
CloudAlpha Capital Management
Hong Kong
$11.6M -$10.4M -46,775 -47%
SC
2414
Sepio Capital
Utah
$11.6M -$1.48M -6,684 -11%
PK
2415
Pflug Koory
Nebraska
$11.6M -$79.7K -359 -0.7%
SFC
2416
Strategic Financial Concepts
Texas
$11.6M -$127K -571 -1%
GMF
2417
Grace & Mercy Foundation
New York
$11.6M
SWMP
2418
Signature Wealth Management Partners
New Jersey
$11.6M -$182K -818 -2%
GAM
2419
Gemmer Asset Management
California
$11.6M +$174K +782 +2%
DG
2420
DMC Group
Alabama
$11.6M -$38K -171 -0.3%
NC
2421
NovaPoint Capital
Georgia
$11.6M -$337K -1,517 -3%
6F
2422
626 Financial
Michigan
$11.6M +$261K +1,177 +2%
SC
2423
Sawyer & Company
Massachusetts
$11.5M -$847K -3,815 -7%
MIM
2424
Montgomery Investment Management
Maryland
$11.5M -$245K -1,101 -2%
JWM
2425
JPL Wealth Management
Colorado
$11.5M +$45.3K +204 +0.4%