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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
PGWA
5951
Plus Group Wealth Advisors
Wisconsin
$262K
JWM
5952
JHP Wealth Management
Colorado
$262K
LAA
5953
Liberty Atlantic Advisors
Texas
$261K
HIA
5954
HFM Investment Advisors
New Jersey
$259K
NC
5955
Nixon Capital
Texas
$259K
CFG
5956
Compass Financial Group
Ohio
$257K
CSIA
5957
Carl Stuart Investment Advisor
Texas
$256K
AIA
5958
Aventus Investment Advisors
Florida
$256K
JBW
5959
Journey Beyond Wealth
Georgia
$256K
LWMT
5960
Legacy Wealth Management (Tennessee)
Tennessee
$256K
CC
5961
Colrain Capital
Massachusetts
$254K
BWM
5962
BCO Wealth Management
New Mexico
$253K
CCMIC
5963
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$253K
CCM
5964
Ciovacco Capital Management
Georgia
$252K
DGI
5965
Disciplined Growth Investors
Minnesota
$252K
CFG
5966
Cassilly Financial Group
Maryland
$251K
GWMT
5967
Guardian Wealth Management (Tennessee)
Tennessee
$248K
MFG
5968
Mann Financial Group
Minnesota
$247K
OAG
5969
Oakmont Advisory Group
New Mexico
$245K
CI
5970
Chartist Inc
California
$244K
RCG
5971
Ruane, Cunniff & Goldfarb
New York
$244K
BCM
5972
Brown Capital Management
Maryland
$242K
CM
5973
Capital Management
Virginia
$241K
BWA
5974
BCU Wealth Advisors
Illinois
$241K
AFO
5975
Aurelius Family Office
New Hampshire
$241K