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6,059 hedge funds and large institutions have $2.39T invested in Apple in 2026 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 2,405 increasing their positions, 3,056 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less funds holding in top 10

Funds holding in top 10: 3,3473,221 (-126)

7% less capital invested

Capital invested by funds: $2.58T → $2.39T (-$187B)

21% less repeat investments, than reductions

Existing positions increased: 2,405 | Existing positions reduced: 3,056

Holders
6,059
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,221
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$55.8B
Puts
$44.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XWM
2526
Xcel Wealth Management
Florida
$11.9M
UHC
2527
Union Heritage Capital
Michigan
$11.9M
OP
2528
Oslo Pensjonsforsikring
$11.9M
FFA
2529
Fairfield Financial Advisors
Massachusetts
$11.9M
CCM
2530
Cloud Capital Management
Washington
$11.9M
HAS
2531
HBW Advisory Services
California
$11.9M
PC
2532
Port Capital
Illinois
$11.8M
NA
2533
Navellier & Associates
Nevada
$11.8M
HC
2534
Hamilton Capital
Ohio
$11.8M
DI
2535
DAGCO Inc
Ohio
$11.8M
WAAG
2536
Wealth Alliance Advisory Group
Kansas
$11.8M
CSC
2537
Caldwell Sutter Capital
California
$11.8M
BIM
2538
Brentview Investment Management
Illinois
$11.8M
NA
2539
Nordwand Advisors
Pennsylvania
$11.8M
KBFS
2540
Kohmann Bosshard Financial Services
Ohio
$11.8M
AFWM
2541
AMJ Financial Wealth Management
Virginia
$11.8M
BWM
2542
BKM Wealth Management
Wisconsin
$11.8M
IAS
2543
Investment Advisory Services
Texas
$11.8M
JPLA
2544
Joseph P. Lucia & Associates
New York
$11.8M
PMG
2545
Private Management Group
California
$11.7M
FM
2546
Freemont Management
Switzerland
$11.7M
DAM
2547
Delta Asset Management
Tennessee
$11.7M
AEPWM
2548
Atlantic Edge Private Wealth Management
Florida
$11.7M
ACM
2549
Avalon Capital Management
California
$11.7M
WAM
2550
Weiss Asset Management
Massachusetts
$11.7M