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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
DFS
5751
Demming Financial Services
Ohio
$475K
DJFS
5752
Dean Jacobson Financial Services
Texas
$475K
SFG
5753
Strategic Financial Group
Michigan
$475K
LAS
5754
Legacy Advisory Services
Pennsylvania
$473K
JSA
5755
Jacobson & Schmitt Advisors
Wisconsin
$469K
AWA
5756
American Wealth Advisors
Georgia
$467K
SWM
5757
SigFig Wealth Management
California
$467K
IIM
5758
Ironwood Investment Management
Massachusetts
$466K
LWM
5759
Luminvest Wealth Management
Arizona
$462K
IA
5760
IFS Advisors
Kansas
$461K
FCI
5761
Financial Counselors Inc
Kansas
$460K
APW
5762
Axim Planning & Wealth
Ohio
$459K
CF
5763
Calder Financial
Pennsylvania
$458K
ACM
5764
AREX Capital Management
New York
$457K
SPA
5765
Sound Portfolio Advisors
Connecticut
$457K
COA
5766
Crown Oak Advisors
California
$453K
BFS
5767
Boyer Financial Services
California
$452K
TFP
5768
Triune Financial Partners
Kansas
$450K
FG
5769
Fairman Group
Pennsylvania
$449K
LMFP
5770
Larry Mathis Financial Planning
Arizona
$449K
PFS
5771
Paller Financial Services
Colorado
$448K
STCOSD
5772
Sageworth Trust Company of South Dakota
South Dakota
$448K
AI
5773
AdvisorShares Investments
Maryland
$447K
KV
5774
Kickstand Ventures
New York
$447K
FLA
5775
Financial Life Advisors
Texas
$446K