We are live on ! Find out more

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
CPC
2876
Congress Park Capital
New York
$9.1M
LFS
2877
Lighthouse Financial Services
California
$9.09M
EMAM
2878
Encompass More Asset Management
California
$9.09M
NF
2879
Napier Financial
Massachusetts
$9.09M
PIMG
2880
Patriot Investment Management Group
Tennessee
$9.08M
ABLA
2881
Alan B. Lancz & Associates
Ohio
$9.07M
FIA
2882
FPC Investment Advisory
California
$9.07M
BC
2883
Brio Consultants
California
$9.07M
HBWM
2884
Hollow Brook Wealth Management
New York
$9.06M
SOAMC
2885
Spirit of America Management Corp
New York
$9.06M
VDI
2886
Vaughan David Investments
Illinois
$9.05M
AA
2887
Altman Advisors
Illinois
$9.04M
MBWA
2888
Marin Bay Wealth Advisors
California
$9.04M
TWP
2889
Tempus Wealth Planning
California
$9.02M
MCM
2890
Mainstream Capital Management
California
$9.02M
GWM
2891
GSB Wealth Management
Connecticut
$9.02M
GB
2892
Goepper Burkhardt
South Carolina
$9.02M
CP
2893
Cornerstone Planning
North Carolina
$9.02M
SF
2894
SWP Financial
California
$9.01M
CM
2895
Columbus Macro
Pennsylvania
$9.01M
HWM
2896
Howard Wealth Management
Connecticut
$9M
PB
2897
Pinnacle Bancorp
Nebraska
$9M
KWM
2898
Kingsman Wealth Management
Florida
$9M
CIP
2899
Castlefield Investment Partners
$8.98M
TI
2900
tru Independence
Oregon
$8.97M