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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
TF
5726
Theory Financial
Colorado
$502K
PA
5727
Prossimo Advisors
California
$501K
BWA
5728
Bestgate Wealth Advisors
Maryland
$501K
SWP
5729
SIMA Wealth Partners
Virginia
$501K
FWM
5730
FLP Wealth Management
Arkansas
$501K
LFG
5731
Leverty Financial Group
Wisconsin
$500K
JPT
5732
Jordan Park Trust
New Hampshire
$496K
KWM
5733
KMT Wealth Management
California
$495K
HPWM
5734
High Point Wealth Management
New Jersey
$493K
OFG
5735
Orcam Financial Group
California
$490K
WF
5736
Willow Financial
Arkansas
$489K
GW
5737
Graetz Wealth
Michigan
$488K
PWM
5738
Pacific Wealth Management
California
$488K
APFP
5739
Action Point Financial Planning
Michigan
$487K
IW
5740
Integrated Wealthcare
North Carolina
$484K
GKFF
5741
George Kaiser Family Foundation
Oklahoma
$484K
PGCM
5742
Prescott Group Capital Management
Oklahoma
$484K
EFP
5743
Envision Financial Planning
Tennessee
$484K
IVP
5744
Intrinsic Value Partners
Arizona
$483K
WAM
5745
Wilsey Asset Management
California
$481K
CCM
5746
Coerente Capital Management
Ontario, Canada
$481K
OWA
5747
OakTrust Wealth Advisors
Connecticut
$478K
BCM
5748
Brooktree Capital Management
Michigan
$478K
TPBG
5749
Turning Point Benefit Group
Maryland
$477K
TCPW
5750
Twin City Private Wealth
North Carolina
$477K