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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
GRWP
2951
Green Ridge Wealth Planning
New Jersey
$8.61M
SIC
2952
Samalin Investment Counsel
New York
$8.61M
FGWP
2953
Founders Grove Wealth Partners
Virginia
$8.6M
MWA
2954
MFA Wealth Advisors
Pennsylvania
$8.6M
FUBT
2955
First United Bank & Trust
Maryland
$8.6M
PSP
2956
Pacific Sage Partners
Washington
$8.58M
PGA
2957
Portland Global Advisors
Maine
$8.58M
RCM
2958
Rockbridge Capital Management
Virginia
$8.58M
AIM
2959
Aspen Investment Management
Michigan
$8.57M
DWG
2960
Darden Wealth Group
Michigan
$8.56M
SDWMA
2961
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.56M
CF
2962
Claris Financial
Virginia
$8.56M
AWCI
2963
Alpine Woods Capital Investors
New York
$8.55M
YWS
2964
Yarger Wealth Strategies
Ohio
$8.54M
VWM
2965
Vigilare Wealth Management
Arizona
$8.54M
BM
2966
Berman McAleer
Maryland
$8.54M
WBCM
2967
Wilson & Boucher Capital Management
California
$8.54M
CA
2968
Clune & Associates
Illinois
$8.53M
AMAL
2969
Asset Management Advisors LLC
Oklahoma
$8.52M
OCM
2970
Orser Capital Management
Texas
$8.52M
NIM
2971
Niles Investment Management
Florida
$8.5M
ATIA
2972
American Trust Investment Advisors
New Hampshire
$8.49M
BHWA
2973
Beacon Harbor Wealth Advisors
Virginia
$8.47M
SWA
2974
Strategies Wealth Advisors
Michigan
$8.47M
AFWM
2975
Arta Finance Wealth Management
California
$8.47M