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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
HIC
4251
Harvey Investment Company
Kentucky
$3.37M
SA
4252
Sonoma Allocations
California
$3.37M
DW
4253
Dodds Wealth
Colorado
$3.37M
BWA
4254
BlueSky Wealth Advisors
North Carolina
$3.37M
WFL
4255
Wealth Forward LLC
North Dakota
$3.37M
PIWA
4256
Prevail Innovative Wealth Advisors
Kansas
$3.37M
GMFG
4257
Greater Midwest Financial Group
Minnesota
$3.37M
LWM
4258
Laidlaw Wealth Management
New York
$3.36M
GRR
4259
Golden Reserve Retirement
Ohio
$3.36M
MFS
4260
Miller Financial Services
Michigan
$3.36M
EFG
4261
Elm3 Financial Group
Georgia
$3.36M
SCM
4262
Saxony Capital Management
Missouri
$3.36M
CWA
4263
CogentBlue Wealth Advisors
Tennessee
$3.35M
SPWM
4264
Smith Partners Wealth Management
North Carolina
$3.35M
OS
4265
Objectivity Squared
South Carolina
$3.35M
MSWM
4266
Master's Wealth Management
Pennsylvania
$3.34M
CWL
4267
Causey Wealth LLC
Colorado
$3.34M
VFP
4268
Verus Financial Partners
Virginia
$3.34M
RFP
4269
RCS Financial Planning
Maryland
$3.33M
W
4270
WealthCollab
Washington
$3.33M
FSAG
4271
Financial Solutions Advisory Group
Illinois
$3.33M
F4L
4272
Fortune 45 LLC
Louisiana
$3.33M
RF
4273
Roxbury Financial
New Jersey
$3.33M
VFP
4274
Vilga Financial Planning
New Jersey
$3.33M
DM
4275
Diker Management
New York
$3.32M