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
WG
4301
Winton Group
United Kingdom
$3.27M
VC
4302
Veery Capital
Delaware
$3.27M
TCM
4303
Tanaka Capital Management
New York
$3.26M
IA
4304
Invested Advisors
Pennsylvania
$3.26M
CPW
4305
Catalyst Private Wealth
California
$3.26M
FS
4306
Financial Symmetry
North Carolina
$3.26M
WCM
4307
Weik Capital Management
Pennsylvania
$3.26M
KW
4308
Keyvantage Wealth
Pennsylvania
$3.25M
SHFP
4309
Second Half Financial Partners
Florida
$3.24M
3F
4310
360 Financial
Minnesota
$3.23M
BCM
4311
Barden Capital Management
Texas
$3.23M
PWM
4312
PTM Wealth Management
United States
$3.23M
SAM
4313
Smith Asset Management
Florida
$3.21M
BFG
4314
Beto Financial Group
Idaho
$3.2M
MPA
4315
Marvin & Palmer Associates
Delaware
$3.2M
SLP
4316
Storen Legacy Partners
Indiana
$3.19M
WAM
4317
Weinberger Asset Management
California
$3.18M
SC
4318
Summa Corp
Texas
$3.18M
VAM
4319
Vienna Asset Management
California
$3.18M
SCM
4320
Stonehearth Capital Management
Massachusetts
$3.18M
KSWWM
4321
Keyes Stange & Wooten Wealth Management
Florida
$3.18M
HFF
4322
Halter Ferguson Financial
Indiana
$3.18M
IWA
4323
Integrity Wealth Advisors
California
$3.18M
SMF
4324
Sterling Manor Financial
New York
$3.18M
SFFS
4325
Stonehage Fleming Financial Services
Jersey
$3.17M