We are live on ! Find out more

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
WI
4526
Wedgewood Investors
Pennsylvania
$2.71M
MA
4527
Macro Advisors
Pennsylvania
$2.71M
CSIA
4528
Conrad Siegel Investment Advisors
Pennsylvania
$2.71M
PP
4529
Prosperity Planning
Missouri
$2.71M
SIM
4530
SSI Investment Management
California
$2.7M
RCM
4531
Requisite Capital Management
Texas
$2.7M
RFP
4532
Roth Financial Partners
Texas
$2.7M
DG
4533
Dala Group
Illinois
$2.7M
GWP
4534
Gen-Wealth Partners
Michigan
$2.7M
II
4535
Impact Investors
California
$2.7M
TCM
4536
Thoma Capital Management
Maryland
$2.69M
S
4537
Sachetta
Massachusetts
$2.69M
SG
4538
Sharper & Granite
California
$2.68M
RWRC
4539
R.W. Roge & Company
New York
$2.68M
FFL
4540
Financial Freedom LLC
Ohio
$2.68M
ATI
4541
ARK & TLK Investments
Oklahoma
$2.67M
NFTC
4542
North Forty Two & Co
Oregon
$2.67M
SC
4543
Shay Capital
New York
$2.67M
MFG
4544
Monte Financial Group
Connecticut
$2.67M
GRA
4545
Golden Road Advisors
Florida
$2.66M
SIA
4546
SkyView Investment Advisors
New Jersey
$2.66M
CCM
4547
Chiron Capital Management
Florida
$2.66M
Legacy Financial Group (Iowa)
4548
Legacy Financial Group (Iowa)
Iowa
$2.66M
IASG
4549
Investment Advisory Services Group
Florida
$2.65M
BCM
4550
BluePath Capital Management
Georgia
$2.65M