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6,059 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, 3,056 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: 3,3473,221 (-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: 3,056

Holders
6,059
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
LWM
5201
Lighthouse Wealth Management
Ohio
$1.36M
SC
5202
Stance Capital
Massachusetts
$1.36M
JAA
5203
Joel Adams & Associates
North Carolina
$1.36M
TWM
5204
Thryve Wealth Management
Texas
$1.36M
JRPIM
5205
Journey Retirement Planning & Investment Management
Idaho
$1.35M
VERPA
5206
Virginia Estate & Retirement Planning Advisors
Virginia
$1.35M
AWA
5207
A4 Wealth Advisors
North Carolina
$1.35M
FWC
5208
First Washington Corp
Washington
$1.35M
AWA
5209
Argo Wealth Advisory
Virginia
$1.35M
HA
5210
Hyposwiss Advisors
$1.35M
EWM
5211
Endowment Wealth Management
Wisconsin
$1.34M
GSCM
5212
Greenfield Seitz Capital Management
Texas
$1.34M
FFG
5213
Fortune Financial Group
Florida
$1.34M
TR
5214
Tepp RIA
New Jersey
$1.34M
ACA
5215
Ackerman Capital Advisors
Texas
$1.34M
SPAS
5216
Spectrum Planning & Advisory Services
California
$1.33M
DSCM
5217
Del-Sette Capital Management
New York
$1.32M
SAM
5218
SVRN Asset Management
Texas
$1.32M
AA
5219
AJ Advisors
Tennessee
$1.32M
BH
5220
Burk Holdings
Oklahoma
$1.32M
LWP
5221
Laurel Wealth Planning
Minnesota
$1.32M
GC
5222
GatePass Capital
Ohio
$1.32M
OFG
5223
Opulen Financial Group
Virginia
$1.32M
CS
5224
CapitalatWork SA
$1.31M
BI
5225
Berkeley Inc
Idaho
$1.31M