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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
AP
1426
Atwood & Palmer
Missouri
$32.3M
PL
1427
Parthenon LLC
Kentucky
$32.3M
RIA
1428
Regal Investment Advisors
Michigan
$32.3M
AWM
1429
Accurate Wealth Management
Florida
$32.2M
CCM
1430
Chickasaw Capital Management
Tennessee
$32.2M
SS
1431
Sunbelt Securities
Texas
$32M
DBG
1432
De Burlo Group
Massachusetts
$32M
SLWA
1433
San Luis Wealth Advisors
California
$32M
CIAS
1434
Capital Investment Advisory Services
North Carolina
$31.9M
LT
1435
Legacy Trust
Michigan
$31.9M
TWA
1436
TCI Wealth Advisors
Arizona
$31.7M
TWM
1437
Tradition Wealth Management
Minnesota
$31.7M
SSA
1438
South Street Advisors
New York
$31.6M
1W
1439
1776 Wealth
Georgia
$31.6M
CFD
1440
Creative Financial Designs
Indiana
$31.6M
DAM
1441
Draper Asset Management
New York
$31.5M
MAM
1442
Mark Asset Management
New York
$31.5M
RCG
1443
Regatta Capital Group
California
$31.5M
MCP
1444
Mirador Capital Partners
California
$31.4M
OHIS
1445
Oak Harvest Investment Services
Texas
$31.4M
VV
1446
Verity & Verity
South Carolina
$31.4M
CIA
1447
CCM Investment Advisers
South Carolina
$31.4M
MWM
1448
Marietta Wealth Management
Georgia
$31.3M
ZAM
1449
Zevin Asset Management
Massachusetts
$31.3M
MWA
1450
Monograph Wealth Advisors
California
$31.3M