We are live on ! Find out more

6,062 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, 3,059 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: 3,059

Holders
6,062
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
CGF
4201
Constant Guidance Financial
Massachusetts
$3.53M
FWM
4202
Forza Wealth Management
Florida
$3.52M
SAM
4203
Sherman Asset Management
California
$3.51M
MSWM
4204
Mowery & Schoenfeld Wealth Management
Illinois
$3.51M
WCL
4205
Wealth Care LLC
Florida
$3.51M
HWMG
4206
Harbour Wealth Management Group
South Carolina
$3.51M
FWMM
4207
Foundation Wealth Management (Missouri)
Missouri
$3.5M
HFRG
4208
Houlihan Financial Resource Group
Virginia
$3.5M
GCP
4209
Guardian Capital (Pennsylvania)
Pennsylvania
$3.5M
OGF
4210
Orin Green Financial
California
$3.5M
NCMW
4211
Northern Capital Management (Washington)
Washington
$3.49M
RC
4212
Rexford Capital
Texas
$3.49M
CFO
4213
Capitol Family Office
Oregon
$3.49M
WA
4214
Whipplewood Advisors
Colorado
$3.49M
AF
4215
Align Financial
Minnesota
$3.49M
YDMI
4216
Y.D. More Investments
Israel
$3.48M
FL
4217
FreeGulliver LLC
Louisiana
$3.48M
C1AG
4218
Client 1st Advisory Group
Florida
$3.48M
WG
4219
WMS Group
Louisiana
$3.47M
EHWM
4220
Eads & Heald Wealth Management
Georgia
$3.46M
CWM
4221
Chicago Wealth Management
Illinois
$3.46M
AI
4222
AXS Investments
New York
$3.46M
PCMC
4223
Paragon Capital Management (Colorado)
Colorado
$3.46M
AIA
4224
Accelerate Investment Advisors
California
$3.45M
TA
4225
Townsend & Associates
Colorado
$3.45M