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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
SWM
4426
Sterling Wealth Management
Illinois
$2.93M
GWI
4427
Grace & White Inc
New York
$2.93M
LAM
4428
Lakewood Asset Management
Illinois
$2.91M
AWA
4429
Adapt Wealth Advisors
Georgia
$2.91M
CWD
4430
Clarity Wealth Development
Oregon
$2.91M
CCM
4431
Cohen Capital Management
California
$2.91M
DF
4432
DecisionPoint Financial
Arizona
$2.9M
TNAM
4433
Terra Nova Asset Management
New York
$2.9M
TA
4434
TrueWealth Advisors
Alabama
$2.9M
GWSA
4435
Global Wealth Strategies & Associates
Colorado
$2.9M
NCG
4436
Newport Capital Group
New Jersey
$2.9M
LK
4437
Lumbard & Kellner
New Hampshire
$2.9M
GFG
4438
Grantvest Financial Group
New Jersey
$2.89M
TWP
4439
Tower Wealth Partners
Pennsylvania
$2.89M
SPA
4440
Shore Point Advisors
New Jersey
$2.89M
MWM
4441
Madrid Wealth Management
New Mexico
$2.89M
MWM
4442
Maltin Wealth Management
New Jersey
$2.89M
FPTW
4443
Franklin, Parlapiano, Turner & Welch
Texas
$2.89M
VAMG
4444
Voisard Asset Management Group
Michigan
$2.89M
MAM
4445
MMA Asset Management
Pennsylvania
$2.88M
AWM
4446
Alterna Wealth Management
Texas
$2.88M
PWA
4447
Portus Wealth Advisors
North Carolina
$2.87M
TF
4448
Threadgill Financial
Texas
$2.87M
TC
4449
TAGStone Capital
North Carolina
$2.87M
W
4450
WorthPointe
California
$2.86M