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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
LWM
5401
Lifetime Wealth Management
Texas
$1.03M
Polen Capital Management
5402
Polen Capital Management
Florida
$1.03M
SWM
5403
Stronghold Wealth Management
Florida
$1.03M
Q1WB
5404
Quest 10 Wealth Builders
Virginia
$1.03M
VCM
5405
Vavra Capital Management
Pennsylvania
$1.02M
PA
5406
Prosperity Advisers
Pennsylvania
$1.02M
MAM
5407
Mullooly Asset Management
New Jersey
$1.02M
CCG
5408
Capital CS Group
California
$1.02M
SWM
5409
Seed Wealth Management
Illinois
$1.02M
RG
5410
RHL Group
Michigan
$1.01M
BCPE
5411
Bain Capital Public Equity
Massachusetts
$1.01M
AF
5412
AtlasMark Financial
Texas
$1.01M
CMMS
5413
Comprehensive Money Management Services
Florida
$1.01M
FFG
5414
Foundry Financial Group
New Hampshire
$1.01M
WCM
5415
WealthTrak Capital Management
Virginia
$1M
BI
5416
BluePrint Investing
California
$1M
FPW
5417
Flagship Private Wealth
Massachusetts
$1M
LA
5418
LWM Advisors
California
$1M
KWM
5419
Kiker Wealth Management
Georgia
$1M
DC
5420
Defender Capital
North Carolina
$997K
BP
5421
BCK Partners
New York
$996K
RWC
5422
Rare Wolf Capital
Washington
$992K
NFS
5423
NewCorp Financial Services
Georgia
$990K
PCA
5424
PMV Capital Advisers
Texas
$988K
IP
5425
Integras Partners
Georgia
$988K