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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
BAM
3426
BCV Asset Management
$6.21M
WWM
3427
Whalen Wealth Management
Nevada
$6.19M
AAMG
3428
AMG Asset Management Group
Georgia
$6.19M
RFW
3429
Rainier Family Wealth
Washington
$6.19M
BAG
3430
Bridgewealth Advisory Group
California
$6.18M
XPN
3431
XY Planning Network
Montana
$6.18M
FIM
3432
FWL Investment Management
Texas
$6.18M
PCM
3433
Park Capital Management
Wisconsin
$6.17M
PAM
3434
Parvin Asset Management
South Dakota
$6.17M
KFA
3435
Krane Funds Advisors
New York
$6.17M
SAM
3436
Socorro Asset Management
Texas
$6.17M
BWA
3437
Beam Wealth Advisors
Louisiana
$6.17M
SP
3438
Sherman Porfolios
Idaho
$6.17M
VPW
3439
Vericrest Private Wealth
Pennsylvania
$6.16M
PPA
3440
Pacific Point Advisors
California
$6.16M
FCG
3441
Financial Connections Group
California
$6.16M
GI
3442
GS Investments
Minnesota
$6.16M
SC
3443
Sykon Capital
New York
$6.15M
SFG
3444
Sather Financial Group
Texas
$6.15M
CIC
3445
Cutler Investment Counsel
Oregon
$6.15M
TBNY
3446
Trustco Bank (New York)
New York
$6.14M
VIA
3447
Vickerman Investment Advisors
Washington
$6.14M
LWM
3448
Lionshead Wealth Management
New York
$6.13M
EPW
3449
Evergreen Private Wealth
Colorado
$6.13M
RFG
3450
REAP Financial Group
Texas
$6.13M