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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
MCFP
5601
Mallini Complete Financial Planning
Florida
$706K
TCTWM
5602
Three Cord True Wealth Management
Pennsylvania
$706K
NPAN
5603
Northeast Planning Associates NH
New Hampshire
$706K
SR
5604
Swiss Re
Switzerland
$705K
SC
5605
Shearwater Capital
Colorado
$705K
FF
5606
Fluent Financial
Texas
$703K
SWM
5607
Schwallier Wealth Management
Michigan
$702K
BFA
5608
Bluestem Financial Advisors
Illinois
$701K
MWA
5609
Merkkuri Wealth Advisors
New York
$700K
SWM
5610
StoneCrest Wealth Management
Arizona
$700K
JE
5611
Jacobs Equity
Utah
$700K
CWRP
5612
Cassady Wealth & Retirement Planning
Nevada
$697K
PWS
5613
Peloton Wealth Strategists
Indiana
$695K
ACM
5614
Andina Capital Management
Utah
$693K
TFG
5615
Team Financial Group
California
$690K
EMCIP
5616
Ewing Morris & Co Investment Partners
Ontario, Canada
$690K
VH
5617
Visionary Horizons
Tennessee
$689K
HHRDM
5618
H&H Retirement Design & Management
Nevada
$689K
TWA
5619
Trellis Wealth Advisors
California
$687K
SC
5620
Schiavi & Co
Delaware
$687K
LRWM
5621
Lord & Richards Wealth Management
Colorado
$681K
RC
5622
RBO & Co
California
$677K
VP
5623
Verisail Partners
Georgia
$675K
SVWA
5624
Sarver Vrooman Wealth Advisors
Missouri
$674K
PCM
5625
Perkins Capital Management
Minnesota
$673K