We are live on ! Find out more

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
KCM
3476
Kerusso Capital Management
North Carolina
$6.01M
SMBT
3477
Southern Michigan Bank & Trust
Michigan
$5.98M
WI
3478
Westbourne Investments
Virginia
$5.98M
TCM
3479
Traub Capital Management
Massachusetts
$5.98M
PCMF
3480
Private Capital Management (Florida)
Florida
$5.97M
BW
3481
BXM Wealth
Colorado
$5.97M
DIP
3482
Davis Investment Partners
North Carolina
$5.97M
OWA
3483
Outlook Wealth Advisors
Texas
$5.97M
BWM
3484
BankPlus Wealth Management
Mississippi
$5.97M
CG
3485
Corundum Group
Colorado
$5.97M
LSA
3486
Lansing Street Advisors
Pennsylvania
$5.96M
RIS
3487
Richmond Investment Services
Wisconsin
$5.96M
PA
3488
PFW Advisors
Georgia
$5.96M
FIM
3489
Fruth Investment Management
Texas
$5.96M
TP
3490
Thayer Partners
Pennsylvania
$5.95M
MFPI
3491
Midwest Financial Partners Investments
Minnesota
$5.95M
WSA
3492
Warm Springs Advisors
California
$5.95M
DI
3493
DDFG Inc
California
$5.94M
CP
3494
Clarendon Private
Massachusetts
$5.94M
FC
3495
Fairscale Capital
New Hampshire
$5.94M
CA
3496
Cannon Advisors
North Carolina
$5.94M
SCS
3497
Southern Capital Services
Alabama
$5.94M
BWMG
3498
Barnes Wealth Management Group
California
$5.93M
PBF
3499
Petix & Botte Financial
California
$5.93M
FFS
3500
Flavin Financial Services
Florida
$5.92M