We are live on ! Find out more

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
SA
4826
Stewardship Advisors
Pennsylvania
$2.04M
CMBA
4827
C.M. Bidwell & Associates
Hawaii
$2.03M
Aristotle Capital Management
4828
Aristotle Capital Management
California
$2.03M
TWC
4829
The Woodbridge Company
Ontario, Canada
$2.03M
HBS
4830
Howard Bailey Securities
Indiana
$2.03M
OWM
4831
OneAscent Wealth Management
Alabama
$2.03M
MAM
4832
Marquette Asset Management
Minnesota
$2.02M
GPW
4833
Genesis Private Wealth
Virginia
$2.02M
SRM
4834
Shelter Rock Management
New York
$2.02M
FGC
4835
First Growth Capital
Maryland
$2.02M
LA
4836
Lakeside Advisors
Washington
$2.02M
LBC
4837
Lane Brothers & Co
Arizona
$2.02M
MIM
4838
Meridiem Investment Management
United Kingdom
$2.02M
FFG
4839
Fortress Financial Group
Minnesota
$2.01M
UFPG
4840
United Financial Planning Group
New York
$2.01M
SG
4841
Strid Group
Pennsylvania
$2.01M
FWM
4842
FMA Wealth Management
Massachusetts
$2M
PCM
4843
Prelude Capital Management
New York
$2M
PCM
4844
Passive Capital Management
Maryland
$1.99M
HWM
4845
HighMark Wealth Management
Minnesota
$1.99M
OWM
4846
Orgel Wealth Management
Wisconsin
$1.98M
VFG
4847
Valley Financial Group
Pennsylvania
$1.98M
MFWM
4848
Motley Fool Wealth Management
Virginia
$1.98M
AIS
4849
Advocate Investing Services
Maryland
$1.98M
LJCM
4850
Lee Johnson Capital Management
Texas
$1.98M