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