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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
UA
5651
Unison Advisors
District of Columbia
$625K
SA
5652
SPG Advisors
Washington
$624K
JESC
5653
J.E. Simmons & Co
Texas
$623K
LBWM
5654
Left Brain Wealth Management
Illinois
$623K
EF
5655
Envision Financial
Wisconsin
$621K
FSA
5656
Financial Services Advisory
Maryland
$621K
TFM
5657
Trademark Financial Management
Minnesota
$620K
JHP
5658
James Hambro & Partners
United Kingdom
$619K
CFG
5659
Copley Financial Group
California
$614K
PCM
5660
Palouse Capital Management
Washington
$614K
EFG
5661
Erickson Financial Group
Pennsylvania
$613K
OP
5662
Oath Planning
Oklahoma
$610K
FF
5663
Foundry Financial
California
$609K
DCU
5664
Dara Capital US
Florida
$609K
FCM
5665
Fairholme Capital Management
Florida
$609K
IFPL
5666
Investments & Financial Planning LLC
Kentucky
$602K
C
5667
Croban
Ohio
$597K
HOWA
5668
Hudson Oak Wealth Advisory
New Jersey
$594K
RBCM
5669
Raub Brock Capital Management
California
$593K
AWMNH
5670
Arcadia Wealth Management (New Hampshire)
New Hampshire
$592K
KPPF
5671
Klein Pavlis & Peasley Financial
California
$590K
PA
5672
Powerhouse Assets
Massachusetts
$589K
JWBC
5673
John W. Brooker & Co
California
$589K
PCMM
5674
Piedmont Capital Management (Montana)
Montana
$589K
VWA
5675
VERITY Wealth Advisors
United States
$588K