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
PFA
1101
Perryman Financial Advisory
Texas
$49.8M
MCP
1102
Meridiem Capital Partners
Texas
$49.8M
SRC
1103
Shufro Rose & Co
New York
$49.8M
CIS
1104
Connors Investor Services
Pennsylvania
$49.7M
EIA
1105
Emerald Investment Advisers
Pennsylvania
$49.7M
SFO
1106
Stokes Family Office
Louisiana
$49.5M
HTIM
1107
Harbour Trust & Investment Management
Indiana
$49.5M
HDA
1108
Harold Davidson & Associates
California
$49.4M
CAAS
1109
Capital Asset Advisory Services
Michigan
$49.3M
CIC
1110
Chilton Investment Company
Connecticut
$49.3M
ANBT
1111
American National Bank & Trust
Texas
$49.3M
NG
1112
Norden Group
Utah
$49.2M
CAM
1113
Cidel Asset Management
Ontario, Canada
$49.1M
FAM
1114
Formidable Asset Management
Ohio
$49.1M
FFG
1115
Fiduciary Financial Group
California
$48.9M
RMC
1116
Resources Management Corp
Connecticut
$48.8M
BFC
1117
Blue Fin Capital
Rhode Island
$48.6M
CCG
1118
Cypress Capital Group
Florida
$48.5M
FHA
1119
Flagship Harbor Advisors
Massachusetts
$48.3M
SA
1120
Strategic Advisors
New York
$48.3M
CFP
1121
Cascade Financial Partners
California
$48.2M
GWM
1122
Geneos Wealth Management
Colorado
$48.2M
LPT
1123
Legacy Private Trust
Wisconsin
$48.2M
CT
1124
Coastline Trust
Rhode Island
$47.8M
HCS
1125
Himension Capital (Singapore)
Singapore
$47.8M