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6,061 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, 3,058 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: 3,058

Holders
6,061
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
PGF
3301
Plan Group Financial
Oklahoma
$6.76M
S
3302
Steadtrust
Texas
$6.76M
PWM
3303
Partners Wealth Management
California
$6.75M
AWM
3304
Affinity Wealth Management
Delaware
$6.74M
CPL
3305
Capital & Planning LLC
Georgia
$6.73M
MWM
3306
MOR Wealth Management
Pennsylvania
$6.72M
SWMG
3307
Stillwater Wealth Management Group
Florida
$6.71M
GWM
3308
Goldenstone Wealth Management
California
$6.7M
DWM
3309
DWR Wealth Management
California
$6.7M
GWM
3310
GK Wealth Management
Nevada
$6.7M
WI
3311
Wealth Intelligence
Georgia
$6.7M
BIA
3312
Bigelow Investment Advisors
Maine
$6.68M
DAM
3313
Deltec Asset Management
New York
$6.68M
HC
3314
Hourglass Capital
Texas
$6.68M
IRP
3315
Investment Research Partners
Pennsylvania
$6.68M
HCWM
3316
Hidden Cove Wealth Management
Washington
$6.68M
TCWM
3317
Total Clarity Wealth Management
Illinois
$6.67M
FCM
3318
Fire Capital Management
California
$6.66M
SSCM
3319
Spectrum Strategic Capital Management
Oregon
$6.65M
MA
3320
Mosaic Advisors
Texas
$6.65M
CAM
3321
Chesapeake Asset Management
New York
$6.64M
RAG
3322
RIA Advisory Group
Iowa
$6.63M
TWM
3323
Topsail Wealth Management
North Carolina
$6.62M
MCRM
3324
Midway Capital Research & Management
Illinois
$6.62M
I
3325
InvesTrust
Oklahoma
$6.62M