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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
SWG
3826
Summit Wealth Group
Vermont
$4.76M
NFA
3827
Northern Financial Advisors
Michigan
$4.76M
MFG
3828
Mosaic Financial Group
Illinois
$4.74M
TPWM
3829
Twelve Points Wealth Management
Massachusetts
$4.73M
BWM
3830
BCS Wealth Management
Tennessee
$4.73M
WSWA
3831
Warren Street Wealth Advisors
California
$4.72M
FFC
3832
Frederick Financial Consultants
Maryland
$4.72M
CCA
3833
Conservest Capital Advisors
Pennsylvania
$4.71M
CWI
3834
Conscious Wealth Investments
Florida
$4.71M
PWM
3835
Platt Wealth Management
California
$4.71M
FWA
3836
Fulcrum Wealth Advisors
Washington
$4.7M
AWM
3837
Avaii Wealth Management
Wisconsin
$4.7M
CWAF
3838
Core Wealth Advisors (Florida)
Florida
$4.7M
HCA
3839
Hardworking Capital Advisors
California
$4.7M
NCTC
3840
New Covenant Trust Company
Indiana
$4.69M
NFC
3841
Northstar Financial Companies
Pennsylvania
$4.69M
NIM
3842
Needham Investment Management
New York
$4.68M
OA
3843
Operose Advisors
Wisconsin
$4.68M
CWA
3844
Consilio Wealth Advisors
Washington
$4.68M
LCWM
3845
Legacy Capital Wealth Management
Texas
$4.68M
WAM
3846
Worth Asset Management
Texas
$4.67M
RHP
3847
Royal Harbor Partners
Texas
$4.66M
PAM
3848
PCG Asset Management
New Jersey
$4.65M
BWM
3849
Birchcreek Wealth Management
Ohio
$4.65M
RWM
3850
Ruedi Wealth Management
Illinois
$4.65M