We are live on ! Find out more

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
RWS
5801
Rochester Wealth Strategies
Michigan
$428K
SFS
5802
Sunrise Financial Services
Washington
$427K
BTIM
5803
BancFirst Trust & Investment Management
Oklahoma
$426K
BWM
5804
Buska Wealth Management
Wisconsin
$425K
TBC
5805
Ted Buchan & Co
California
$422K
PPWM
5806
Perissos Private Wealth Management
Oklahoma
$421K
SF
5807
Strategent Financial
Virginia
$421K
AWA
5808
Arbor Wealth Advisors
Michigan
$421K
P
5809
Palladiem
Pennsylvania
$416K
FEG
5810
Fund Evaluation Group
Ohio
$415K
VPI
5811
Value Partners Investments
Manitoba, Canada
$414K
YWM
5812
Yardley Wealth Management
Pennsylvania
$412K
JCM
5813
J2 Capital Management
Michigan
$410K
LIM
5814
Letson Investment Management
Georgia
$409K
WRM
5815
Weybosset Research & Management
Rhode Island
$409K
BMC
5816
Bear Mountain Capital
Washington
$406K
JCA
5817
January Capital Advisors
California
$406K
WWP
5818
Wise Wealth Partners
Arizona
$406K
RIG
5819
Ramiah Investment Group
Wisconsin
$404K
BIM
5820
Breakwater Investment Management
Washington
$402K
FI
5821
FIDELIS iM
Oregon
$400K
KMC
5822
Kirr Marbach & Co
Indiana
$399K
AA
5823
ArborFi Advisors
Michigan
$397K
UFA
5824
Uptown Financial Advisors
Texas
$397K
NFA
5825
Northwest Financial Advisors
Virginia
$395K