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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
LSWP
1976
Liberty Square Wealth Partners
Pennsylvania
$18.4M
GWMIA
1977
Global Wealth Management Investment Advisory
Florida
$18.4M
MFWP
1978
Mosaic Family Wealth Partners
Missouri
$18.4M
DWMS
1979
Dominguez Wealth Management Solutions
Virginia
$18.4M
TIAA Trust, National Association
1980
TIAA Trust, National Association
North Carolina
$18.3M
FWA
1981
FSM Wealth Advisors
Ohio
$18.3M
CA
1982
CapWealth Advisors
Tennessee
$18.3M
ADL
1983
Asset Dedication LLC
California
$18.2M
WA
1984
WBH Advisory
Maryland
$18.2M
GCA
1985
Gradient Capital Advisors
California
$18.2M
UAM
1986
UAS Asset Management
New York
$18.2M
KIG
1987
Kennedy Investment Group
New Jersey
$18.2M
BB
1988
Burford Brothers
Texas
$18.2M
CBT
1989
Crews Bank & Trust
Florida
$18.1M
APWM
1990
Argonautica Private Wealth Management
Massachusetts
$18.1M
MCG
1991
McCollum Christoferson Group
New York
$18.1M
IIA
1992
IPG Investment Advisors
California
$18.1M
SI
1993
Sava Infond
Slovenia
$18.1M
GAA
1994
Global Assets Advisory
Florida
$18M
MWM
1995
Mattern Wealth Management
Kansas
$18M
CFM
1996
Catalyst Funds Management
Australia
$18M
FZCM
1997
Flynn Zito Capital Management
New York
$18M
SC
1998
Settian Capital
New York
$18M
MIC
1999
Meridian Investment Counsel
California
$18M
FGP
2000
Freestone Grove Partners
California
$18M