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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
AWA
5251
Asempa Wealth Advisors
Louisiana
$1.27M
USPCM
5252
Union Square Park Capital Management
New York
$1.27M
LG
5253
Lane Generational
Massachusetts
$1.27M
KFSC
5254
Keystone Financial Services (Colorado)
Colorado
$1.26M
AIP
5255
Alexis Investment Partners
Texas
$1.26M
DWM
5256
Daner Wealth Management
Georgia
$1.26M
MIAS
5257
Mason Investment Advisory Services
Virginia
$1.26M
BC
5258
Bridgefront Capital
Texas
$1.26M
MA
5259
McGrath & Associates
North Carolina
$1.26M
BFA
5260
Brown Financial Advisory
Alabama
$1.26M
DCM
5261
Driehaus Capital Management
Illinois
$1.26M
ZRP
5262
Zynergy Retirement Planning
New Jersey
$1.26M
SPIO
5263
Seven Post Investment Office
California
$1.26M
PWM
5264
Positano Wealth Management
$1.25M
GWMI
5265
Guardian Wealth Management (Illinois)
Illinois
$1.25M
LIWM
5266
Long Island Wealth Management
New York
$1.25M
OWM
5267
Omnitrust Wealth Management
Florida
$1.25M
PWM
5268
Partnership Wealth Management
Maryland
$1.25M
LSL
5269
Legacy Solutions LLC
Pennsylvania
$1.25M
HBCM
5270
Heron Bay Capital Management
Michigan
$1.24M
AC
5271
Avant Capital
Louisiana
$1.24M
AWM
5272
Aureum Wealth Management
Florida
$1.24M
SFMG
5273
Sage Financial Management Group
Virginia
$1.24M
MC
5274
Machina Capital
France
$1.24M
NEPPG
5275
New England Professional Planning Group
Rhode Island
$1.23M