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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
SIM
3851
Samara Investment Management
Oregon
$4.65M
MPW
3852
MA Private Wealth
California
$4.65M
AF
3853
ASL Financial
California
$4.65M
NIWA
3854
New Insight Wealth Advisors
California
$4.64M
FCMA
3855
Foresight Capital Management Advisors
Michigan
$4.64M
HG
3856
Herbst Group
Connecticut
$4.63M
BRWM
3857
Blue Rock Wealth Management
North Carolina
$4.63M
FF
3858
Friday Financial
Iowa
$4.63M
PIA
3859
Pinion Investment Advisors
Kansas
$4.62M
SBF
3860
Sara-Bay Financial
Florida
$4.62M
RGF
3861
Retirement Guys Formula
Ohio
$4.62M
RK
3862
Rather & Kittrell
Tennessee
$4.62M
SSCA
3863
South Shore Capital Advisors
Massachusetts
$4.62M
RWPA
3864
Richard W. Paul & Associates
Michigan
$4.62M
IP
3865
Intellectus Partners
California
$4.61M
CPWL
3866
Coquina Private Wealth LLC
Florida
$4.61M
PFS
3867
Prospect Financial Services
New York
$4.6M
RWM
3868
Rialto Wealth Management
New York
$4.6M
SL
3869
Sentry LLC
Tennessee
$4.59M
HIS
3870
Harvest Investment Services
Illinois
$4.59M
SA
3871
Sylvest Advisors
Texas
$4.58M
GFG
3872
Greenbush Financial Group
New York
$4.58M
PBO
3873
Peoples Bank (Ohio)
Ohio
$4.58M
SSW
3874
Stone Summit Wealth
Florida
$4.57M
MFS
3875
Monetta Financial Services
Illinois
$4.57M