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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
TVM
5501
True Vision MN
Minnesota
$857K
AAM
5502
American Asset Management
Florida
$853K
CE
5503
Cornerstone Enterprises
Wisconsin
$850K
KGC
5504
Kennon-Green & Company
Ohio
$850K
EC
5505
Enhancing Capital
Pennsylvania
$847K
IFA
5506
Independence Financial Advisors
New Hampshire
$846K
FPCG
5507
Forum Private Client Group
Indiana
$843K
BG
5508
Bellevue Group
Switzerland
$843K
DB
5509
Dravo Bay
Delaware
$842K
JE
5510
JMAC Enterprises
Pennsylvania
$841K
VFS
5511
Valpey Financial Services
New Hampshire
$839K
LEFP
5512
Leading Edge Financial Planning
Tennessee
$837K
QHA
5513
Quarry Hill Advisors
Minnesota
$835K
UWM
5514
USAdvisors Wealth Management
Minnesota
$835K
CWA
5515
Cascade Wealth Advisors
Washington
$832K
CJ
5516
Caitlin John
Michigan
$832K
BAM
5517
Burkett Asset Management
$826K
MC
5518
Matters Capital
Florida
$825K
BHWM
5519
Bay Harbor Wealth Management
Maryland
$820K
IC
5520
Iconiq Capital
California
$817K
Sands Capital Management
5521
Sands Capital Management
Virginia
$817K
GWAM
5522
Guardian Wealth Advisors (Minnesota)
Minnesota
$817K
PWM
5523
PMG Wealth Management
Illinois
$817K
GFA
5524
Godfrey Financial Associates
New York
$813K
SFC
5525
Summit Financial Consulting
Michigan
$813K