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
FCFC
3601
First Citizens Financial Corp
Iowa
$5.51M
IFA
3602
Index Fund Advisors
California
$5.51M
DJYG
3603
David J. Yvars Group
Florida
$5.51M
AWA
3604
AGH Wealth Advisors
Kansas
$5.51M
BIP
3605
Bouvel Investment Partners
Pennsylvania
$5.5M
SAS
3606
Stelac Advisory Services
New York
$5.5M
FB
3607
First Bancorp
Maine
$5.49M
WFA
3608
WJ Financial Advisors
Connecticut
$5.48M
PWA
3609
Primoris Wealth Advisors
Florida
$5.48M
HCC
3610
Hirtle Callaghan & Co
Pennsylvania
$5.48M
MWM
3611
Massachusetts Wealth Management
Massachusetts
$5.47M
SC
3612
Saiph Capital
New Jersey
$5.47M
OFA
3613
Oak Family Advisors
Illinois
$5.47M
DR
3614
Davis Rea
Ontario, Canada
$5.47M
PFM
3615
Phillips Financial Management
Indiana
$5.45M
5NPW
3616
55 North Private Wealth
Florida
$5.44M
CI
3617
CacheTech Inc
Utah
$5.43M
EMC
3618
Everest Management Corp
California
$5.43M
SWA
3619
Strata Wealth Advisors
Texas
$5.43M
SFG
3620
Strive Financial Group
Indiana
$5.43M
UWP
3621
Uniting Wealth Partners
Kansas
$5.43M
OAJ
3622
Ogorek Anthony Joseph
New York
$5.42M
ACA
3623
American Capital Advisory
Idaho
$5.42M
FCM
3624
Fell Capital Management
California
$5.42M
OCWP
3625
Owl Creek Wealth Partners
Colorado
$5.41M