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
BWM
5351
Briggs Wealth Management
Connecticut
$1.13M
IWA
5352
Independent Wealth Advisors
North Carolina
$1.13M
WH
5353
Wallace Hart
Kentucky
$1.12M
SWA
5354
Strategic Wealth Advisors
Arizona
$1.12M
CP
5355
Camelot Portfolios
Ohio
$1.12M
SGI
5356
Swan Global Investments
Colorado
$1.12M
ITB
5357
Idaho Trust Bank
Idaho
$1.12M
FA
5358
Freestate Advisors
Kansas
$1.12M
TLFA
5359
True Link Financial Advisors
California
$1.11M
EFA
5360
Englebert Financial Advisers
Pennsylvania
$1.11M
PWP
5361
Parkwoods Wealth Partners
New York
$1.11M
GVCM
5362
Global View Capital Management
Wisconsin
$1.11M
HC
5363
Hara Capital
Washington
$1.11M
TFS
5364
truNorth Financial Services
Pennsylvania
$1.1M
TWM
5365
Tumwater Wealth Management
Idaho
$1.1M
OCFG
5366
O'Connor Financial Group
Illinois
$1.1M
CA
5367
Corrado Advisors
New Jersey
$1.1M
CWM
5368
Contango Wealth Management
California
$1.1M
GCM
5369
Graham Capital Management
Connecticut
$1.09M
CWWM
5370
Curry Webb Wealth Management
Indiana
$1.09M
AAMC
5371
Asset Allocation & Management Company
Illinois
$1.08M
MAS
5372
Madden Advisory Services
Florida
$1.08M
GCM
5373
Graver Capital Management
Ohio
$1.08M
EA
5374
Evergreen Advisors
Tennessee
$1.08M
FF
5375
Foronjy Financial
California
$1.08M