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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
NS
4501
Northland Securities
Minnesota
$2.76M
BW
4502
Balance Wealth
Ohio
$2.76M
BMCM
4503
Burns Matteson Capital Management
New York
$2.75M
VWM
4504
Vermillion Wealth Management
Minnesota
$2.75M
TWM
4505
Trinity Wealth Management
Pennsylvania
$2.75M
CSWG
4506
Cardinal Strategic Wealth Guidance
Kentucky
$2.75M
GA
4507
Gordian Advisors
Arizona
$2.75M
MASM
4508
MH & Associates Securities Management
California
$2.74M
MCP
4509
Miller Capital Partners
Michigan
$2.74M
WA
4510
Waystone Advisors
Washington
$2.74M
HAG
4511
HF Advisory Group
Maryland
$2.74M
MWS
4512
MFA Wealth Services
California
$2.74M
BIA
4513
Benchmark Investment Advisors
Illinois
$2.74M
4A
4514
4Wealth Advisors
Illinois
$2.73M
WIP
4515
WealthCare Investment Partners
Rhode Island
$2.72M
HPBT
4516
Hickory Point Bank & Trust
Illinois
$2.72M
PIN
4517
Prudent Investors Network
California
$2.72M
KFP
4518
Keener Financial Planning
Texas
$2.72M
PAG
4519
Powers Advisory Group
Illinois
$2.72M
I
4520
InterCapital
Texas
$2.72M
ACA
4521
Ascension Capital Advisors
Texas
$2.71M
AWM
4522
Athena Wealth Management
Nevada
$2.71M
TF
4523
Tudor Financial
Ohio
$2.71M
WI
4524
Wedgewood Investors
Pennsylvania
$2.71M
MA
4525
Macro Advisors
Pennsylvania
$2.71M