We are live on ! Find out more

6,058 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, 2,404 increasing their positions, 3,056 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: 3,3463,220 (-126)

7% less capital invested

Capital invested by funds: $2.58T → $2.39T (-$187B)

21% less repeat investments, than reductions

Existing positions increased: 2,404 | Existing positions reduced: 3,056

Holders
6,058
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,220
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
KFP
4051
Kerr Financial Planning
California
$3.94M
BF
4052
Brogan Financial
Tennessee
$3.94M
TA
4053
TFB Advisors
Kansas
$3.94M
MPAM
4054
Murphy Pohlad Asset Management
Minnesota
$3.93M
SA
4055
Scarborough Advisors
Maryland
$3.93M
FPF
4056
First Pacific Financial
Washington
$3.93M
PCM
4057
Permanent Capital Management
Illinois
$3.93M
CNBOF
4058
City National Bank of Florida
Florida
$3.92M
CFG
4059
CKW Financial Group
Hawaii
$3.92M
RFS
4060
RM Financial Services
Maine
$3.92M
MU
4061
Mirova US
Massachusetts
$3.91M
PCMNC
4062
Piedmont Capital Management (North Carolina)
North Carolina
$3.9M
GGA
4063
Granite Group Advisors
Connecticut
$3.9M
AWA
4064
Aletheian Wealth Advisors
Washington
$3.9M
RWM
4065
RMG Wealth Management
Wisconsin
$3.9M
AWP
4066
Axis Wealth Partners
Rhode Island
$3.9M
PWA
4067
Prairie Wealth Advisors
Nebraska
$3.9M
PMIM
4068
Prudent Man Investment Management
Colorado
$3.88M
SM
4069
Sensible Money
Arizona
$3.88M
DFA
4070
DHJJ Financial Advisors
Illinois
$3.88M
DCM
4071
Davis Capital Management
Florida
$3.87M
LWPC
4072
Legacy Wealth Partners (Colorado)
Colorado
$3.86M
MWC
4073
MBM Wealth Consultants
Missouri
$3.86M
NWWA
4074
New Wave Wealth Advisors
Arkansas
$3.86M
WFP
4075
Wrenne Financial Planning
Kentucky
$3.85M