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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
CWM
5326
Consultiva Wealth Management
Puerto Rico
$1.16M
PFA
5327
Peak Financial Advisors
Colorado
$1.16M
AFW
5328
Atlantic Family Wealth
Florida
$1.16M
SF
5329
Seros Financial
Arizona
$1.16M
SHFG
5330
S Harris Financial Group
Texas
$1.16M
SWM
5331
Sagace Wealth Management
Florida
$1.15M
AWP
5332
Atlas Wealth Partners
Pennsylvania
$1.15M
EWA
5333
Emergent Wealth Advisors
New York
$1.15M
ACM
5334
Alamar Capital Management
California
$1.15M
HPCM
5335
Hunter Perkins Capital Management
Illinois
$1.15M
BI
5336
Bramshill Investments
Florida
$1.14M
OFO
5337
OneAscent Family Office
Alabama
$1.14M
TDC
5338
Thompson Davis & Co
Virginia
$1.14M
BC
5339
Barnett & Company
Tennessee
$1.14M
CWP
5340
Clark Wealth Partners
Illinois
$1.14M
KI
5341
Kapitalo Investimentos
Brazil
$1.14M
SAP
5342
Strategic Advisory Partners
North Carolina
$1.14M
JRFS
5343
James Reed Financial Services
Ohio
$1.13M
HWMT
5344
Heritage Wealth Management (Texas)
Texas
$1.13M
PWM
5345
Proathlete Wealth Management
Florida
$1.13M
VWA
5346
Valued Wealth Advisors
Utah
$1.13M
TCFP
5347
Treasure Coast Financial Planning
Florida
$1.13M
CFS
5348
Cannon Financial Strategists
Georgia
$1.13M
C
5349
Covestor
United Kingdom
$1.13M
BAM
5350
Belleair Asset Management
Florida
$1.13M