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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
SAM
4201
Sherman Asset Management
California
$3.51M
MSWM
4202
Mowery & Schoenfeld Wealth Management
Illinois
$3.51M
WCL
4203
Wealth Care LLC
Florida
$3.51M
HWMG
4204
Harbour Wealth Management Group
South Carolina
$3.51M
FWMM
4205
Foundation Wealth Management (Missouri)
Missouri
$3.5M
HFRG
4206
Houlihan Financial Resource Group
Virginia
$3.5M
GCP
4207
Guardian Capital (Pennsylvania)
Pennsylvania
$3.5M
OGF
4208
Orin Green Financial
California
$3.5M
NCMW
4209
Northern Capital Management (Washington)
Washington
$3.49M
RC
4210
Rexford Capital
Texas
$3.49M
CFO
4211
Capitol Family Office
Oregon
$3.49M
WA
4212
Whipplewood Advisors
Colorado
$3.49M
AF
4213
Align Financial
Minnesota
$3.49M
YDMI
4214
Y.D. More Investments
Israel
$3.48M
FL
4215
FreeGulliver LLC
Louisiana
$3.48M
C1AG
4216
Client 1st Advisory Group
Florida
$3.48M
WG
4217
WMS Group
Louisiana
$3.47M
EHWM
4218
Eads & Heald Wealth Management
Georgia
$3.46M
CWM
4219
Chicago Wealth Management
Illinois
$3.46M
AI
4220
AXS Investments
New York
$3.46M
PCMC
4221
Paragon Capital Management (Colorado)
Colorado
$3.46M
AIA
4222
Accelerate Investment Advisors
California
$3.45M
TA
4223
Townsend & Associates
Colorado
$3.45M
KAM
4224
KEB Asset Management
Illinois
$3.45M
CAG
4225
Curtis Advisory Group
California
$3.44M