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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
MWM
3701
Mascagni Wealth Management
Mississippi
$5.15M
EWM
3702
Elevation Wealth Management
Minnesota
$5.15M
CWIG
3703
Chung Wu Investment Group
Texas
$5.14M
SIM
3704
SWP Investment Management
Ohio
$5.14M
FBC
3705
Fairfield, Bush & Co
Connecticut
$5.14M
AWMT
3706
AAFMAA Wealth Management & Trust
North Carolina
$5.14M
TA
3707
TPG Advisors
Illinois
$5.13M
RIS
3708
Retirement Income Solutions
Michigan
$5.13M
SWM
3709
Sendero Wealth Management
Texas
$5.13M
NFP
3710
Narus Financial Partners
Utah
$5.13M
RL
3711
Rogco LP
Oklahoma
$5.13M
BFA
3712
Bright Financial Advisors
Michigan
$5.12M
GL
3713
Gerber LLC
Ohio
$5.12M
WP
3714
WealthSpring Partners
California
$5.12M
KHCM
3715
Kirtland Hills Capital Management
Ohio
$5.12M
PC
3716
Peavine Capital
Nevada
$5.12M
PAM
3717
Paradigm Asset Management
New York
$5.11M
FCM
3718
Fogel Capital Management
Florida
$5.11M
RI
3719
Rinkey Investments
California
$5.11M
CIA
3720
Caerus Investment Advisors
Texas
$5.1M
GAFA
3721
Garton & Associates Financial Advisors
Kentucky
$5.09M
FC
3722
FCA Corp
Texas
$5.09M
FFG
3723
First Financial Group
North Carolina
$5.08M
FFA
3724
Fortune Financial Advisors
Kansas
$5.07M
B
3725
Bayban
Minnesota
$5.07M