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
CA
3576
Crumly & Associates
Illinois
$5.61M
HCM
3577
Hutner Capital Management
Vermont
$5.6M
SCM
3578
SOL Capital Management
Maryland
$5.6M
AWA
3579
Acorn Wealth Advisors
Michigan
$5.6M
CWM
3580
Castle Wealth Management
Florida
$5.6M
MWM
3581
Mascoma Wealth Management
New Hampshire
$5.59M
FAOAI
3582
Fund Advisors of America Inc
Florida
$5.59M
DWA
3583
Delap Wealth Advisory
Oregon
$5.59M
ACM
3584
Aspen Capital Management
Idaho
$5.59M
TPW
3585
Talon Private Wealth
Florida
$5.59M
FAP
3586
Financial Advisory Partners
Florida
$5.58M
TI
3587
Truepoint Inc
Ohio
$5.58M
BF
3588
Brucke Financial
Indiana
$5.58M
TCM
3589
TD Capital Management
Tennessee
$5.57M
UAM
3590
Unison Asset Management
Florida
$5.57M
HFO
3591
Heritage Family Offices
Arizona
$5.57M
LHP
3592
Lexington Hill Partners
Texas
$5.56M
EWM
3593
Elevatus Welath Management
New York
$5.55M
WAG
3594
Wiser Advisor Group
Arizona
$5.55M
KCP
3595
Kera Capital Partners
California
$5.54M
WG
3596
Wellington Group
Indiana
$5.54M
KFS
3597
Krane Financial Solutions
California
$5.53M
CP
3598
Capital Planning
Washington
$5.53M
EB
3599
Emprise Bank
Kansas
$5.52M
CCA
3600
Cypress Capital Advisors
Tennessee
$5.52M