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