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6,061 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, 3,058 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: 3,058

Holders
6,061
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
MWM
4401
Momentous Wealth Management
Washington
$2.99M
RCWM
4402
Red Crane Wealth Management
California
$2.99M
BWG
4403
Berry Wealth Group
Texas
$2.98M
IFS
4404
Intelligent Financial Strategies
Minnesota
$2.98M
PWAC
4405
Private Wealth Advisors (California)
California
$2.98M
SCM
4406
Sidoxia Capital Management
California
$2.98M
RPA
4407
Redwood Park Advisors
California
$2.98M
MWM
4408
MorganRosel Wealth Management
Colorado
$2.98M
CAM
4409
Capital Asset Management
Colorado
$2.97M
ICM
4410
Intrepid Capital Management
Florida
$2.97M
DWM
4411
Defined Wealth Management
Oregon
$2.97M
HHGA
4412
Halbert Hargrove Global Advisors
California
$2.97M
DWM
4413
DeLarme Wealth Management
California
$2.97M
BAMG
4414
Brand Asset Management Group
Missouri
$2.96M
LRIA
4415
Leonard Rickey Investment Advisors
Washington
$2.96M
EA
4416
Echo45 Advisors
California
$2.96M
FFM
4417
Flagstone Financial Management
Nebraska
$2.96M
VWM
4418
Vivid Wealth Management
Iowa
$2.96M
DPW
4419
DiNuzzo Private Wealth
Pennsylvania
$2.96M
ZWA
4420
Zinnia Wealth Advisory
Florida
$2.96M
HHCP
4421
Hilton Head Capital Partners
South Carolina
$2.95M
AGAM
4422
Audent Global Asset Management
California
$2.95M
RB
4423
Richmond Brothers
Michigan
$2.94M
VIP
4424
Viewpoint Investment Partners
Alberta, Canada
$2.94M
GPW
4425
Gray Private Wealth
Massachusetts
$2.93M