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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
TWD
4676
True Wealth Design
Ohio
$2.34M
FFWM
4677
Future Financial Wealth Management
Ohio
$2.34M
AWP
4678
Astra Wealth Partners
New Jersey
$2.34M
EAM
4679
Everstar Asset Management
North Carolina
$2.34M
SHWM
4680
Smith & Howard Wealth Management
Georgia
$2.32M
CRA
4681
Clear Retirement Advice
California
$2.32M
FI
4682
FinArc Investments
Massachusetts
$2.32M
SIA
4683
Sage Investment Advisers
New York
$2.32M
EF
4684
Entrust Financial
Pennsylvania
$2.32M
VWM
4685
Vigil Wealth Management
Florida
$2.31M
FSA
4686
Financial Sense Advisors
California
$2.31M
5W
4687
5T Wealth
California
$2.31M
PPWM
4688
Premier Private Wealth Management
Florida
$2.31M
ES
4689
Element Squared
Minnesota
$2.31M
SWM
4690
Sherman Wealth Management
Maryland
$2.3M
TWM
4691
TSA Wealth Management
Texas
$2.3M
DWM
4692
Dogwood Wealth Management
Kansas
$2.3M
QFPS
4693
Quantum Financial Planning Services
Washington
$2.3M
SG
4694
Stanich Group
New York
$2.29M
WA
4695
Walsh & Associates
Florida
$2.29M
BAG
4696
Bauman Advisory Group
Nevada
$2.29M
FH
4697
Financial Harvest
Florida
$2.29M
LFA
4698
Lauterbach Financial Advisors
Texas
$2.29M
WCM
4699
Wealthcare Capital Management
Virginia
$2.29M
AA
4700
ACT Advisors
North Carolina
$2.29M