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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
WN
4426
Williams & Novak
California
$2.93M
AFA
4427
Avant Financial Advisors
Texas
$2.93M
SWM
4428
Sterling Wealth Management
Illinois
$2.93M
GWI
4429
Grace & White Inc
New York
$2.93M
LAM
4430
Lakewood Asset Management
Illinois
$2.91M
AWA
4431
Adapt Wealth Advisors
Georgia
$2.91M
CWD
4432
Clarity Wealth Development
Oregon
$2.91M
CCM
4433
Cohen Capital Management
California
$2.91M
DF
4434
DecisionPoint Financial
Arizona
$2.9M
TNAM
4435
Terra Nova Asset Management
New York
$2.9M
TA
4436
TrueWealth Advisors
Alabama
$2.9M
GWSA
4437
Global Wealth Strategies & Associates
Colorado
$2.9M
NCG
4438
Newport Capital Group
New Jersey
$2.9M
LK
4439
Lumbard & Kellner
New Hampshire
$2.9M
GFG
4440
Grantvest Financial Group
New Jersey
$2.89M
TWP
4441
Tower Wealth Partners
Pennsylvania
$2.89M
SPA
4442
Shore Point Advisors
New Jersey
$2.89M
MWM
4443
Madrid Wealth Management
New Mexico
$2.89M
MWM
4444
Maltin Wealth Management
New Jersey
$2.89M
FPTW
4445
Franklin, Parlapiano, Turner & Welch
Texas
$2.89M
VAMG
4446
Voisard Asset Management Group
Michigan
$2.89M
MAM
4447
MMA Asset Management
Pennsylvania
$2.88M
AWM
4448
Alterna Wealth Management
Texas
$2.88M
PWA
4449
Portus Wealth Advisors
North Carolina
$2.87M
TF
4450
Threadgill Financial
Texas
$2.87M