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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
RPC
1051
Rossmore Private Capital
Connecticut
$53.7M
VCM
1052
Violich Capital Management
California
$53.5M
CGPCS
1053
Capital Group Private Client Services
California
$53.5M
ACA
1054
Affinity Capital Advisors
California
$53.4M
BIA
1055
Biondo Investment Advisors
Pennsylvania
$53.4M
AAIM
1056
American Assets Investment Management
California
$53.3M
TGAM
1057
TBH Global Asset Management
Tennessee
$53.3M
SWA
1058
SOA Wealth Advisors
New York
$53.1M
RCAG
1059
Rehmann Capital Advisory Group
Michigan
$52.9M
AA
1060
Auxano Advisors
Washington
$52.8M
MB
1061
MidFirst Bank
Oklahoma
$52.7M
VA
1062
Valmark Advisers
Ohio
$52.4M
SWASL
1063
Spartan Wealth Advisory Services LLC
Michigan
$52.4M
LG
1064
LaFleur & Godfrey
Michigan
$52.3M
PFS
1065
Physicians Financial Services
North Carolina
$52.3M
RA
1066
RFG Advisory
Alabama
$52.3M
WB
1067
Webster Bank
Connecticut
$52.3M
TA
1068
TruWealth Advisors
Louisiana
$52.2M
PIA
1069
Petredis Investment Advisors
Pennsylvania
$52.2M
AWE
1070
Avidian Wealth Enterprises
Texas
$52M
CCWM
1071
Cassaday & Co Wealth Management
Virginia
$51.8M
SVCP
1072
Silicon Valley Capital Partners
California
$51.8M
MG
1073
Mather Group
Illinois
$51.7M
JWM
1074
Jackson Wealth Management
Florida
$51.6M
MIM
1075
Morningstar Investment Management
Illinois
$51.5M