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 %
EA
2451
Eclectic Associates
California
$11.2M +$465K +2,093 +4%
OCM
2452
Orion Capital Management
California
$11.2M +$359K +1,615 +3%
SWM
2453
Silverlake Wealth Management
Vermont
$11.2M -$68.2K -307 -0.6%
SFC
2454
SYM Financial Corp
Indiana
$11.2M +$311K +1,401 +3%
WA
2455
Waddell & Associates
Tennessee
$11.2M +$2.33M +10,487 +26%
SCM
2456
Sitrin Capital Management
California
$11.2M +$48.4K +218 +0.4%
CLA
2457
Carnegie Lake Advisors
New Jersey
$11.1M -$126K -568 -1%
CCA
2458
Childress Capital Advisors
Texas
$11.1M -$425K -1,912 -4%
CCM
2459
Consolidated Capital Management
California
$11.1M -$447K -2,012 -4%
RBFC
2460
Roman Butler Fullerton & Co
Missouri
$11.1M -$15.6K -77 -0.1%
CRI
2461
Colonial River Investments
Virginia
$11.1M -$856K -3,855 -7%
DAM
2462
Delta Asset Management
Tennessee
$11.1M -$442K -1,990 -4%
SOW
2463
State of Wyoming
Wyoming
$11.1M +$4.46M +20,079 +67%
AAMA
2464
Advanced Asset Management Advisors
Ohio
$11.1M -$221K -993 -2%
PC
2465
Port Capital
Illinois
$11.1M -$684K -3,080 -6%
ISFAN
2466
Investor's Fiduciary Advisor Network
Washington
$11M -$2.64M -11,878 -19%
ECA
2467
Elevated Capital Advisors
Utah
$11M +$288K +1,297 +3%
BTWM
2468
Brass Tax Wealth Management
Ohio
$11M -$103K -462 -0.9%
RW
2469
Rede Wealth
Virginia
$11M -$12.9K -58 -0.1%
SSWM
2470
Sheets Smith Wealth Management
North Carolina
$11M -$1.65M -7,431 -13%
BCM
2471
Bienville Capital Management
New York
$11M -$450K -2,027 -4%
CWM
2472
Crowley Wealth Management
Delaware
$11M -$58.4K -263 -0.5%
SAM
2473
Stansberry Asset Management
Texas
$11M +$241K +1,085 +2%
BCMLT
2474
Beacon Capital Management LLC (Tennessee)
Tennessee
$11M -$469K -2,112 -4%
FIM
2475
Freedom Investment Management
Connecticut
$11M +$40.4K +182 +0.4%