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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
JDLA
2001
J. Derek Lewis & Associates
California
$18M
BONST
2002
Bank of Nova Scotia Trust
Ontario, Canada
$18M
AWA
2003
Argos Wealth Advisors
California
$18M
SCM
2004
Stonebridge Capital Management
California
$18M
VCM
2005
Versant Capital Management
Arizona
$17.9M
BB
2006
Berkshire Bank
Massachusetts
$17.9M
BWP
2007
Balboa Wealth Partners
Arizona
$17.9M
3IP
2008
3Chopt Investment Partners
Virginia
$17.9M
BIM
2009
Baldwin Investment Management
Pennsylvania
$17.9M
CIAS
2010
CFS Investment Advisory Services
New Jersey
$17.9M
BWM
2011
BNC Wealth Management
Oregon
$17.9M
HAM
2012
Harmony Asset Management
Arizona
$17.9M
A
2013
Argentarii
Ohio
$17.9M
CCFM
2014
Clear Creek Financial Management
Washington
$17.9M
GAM
2015
Grandview Asset Management
Pennsylvania
$17.9M
JAM
2016
JCIC Asset Management
Ontario, Canada
$17.9M
WPI
2017
Walter Public Investments
Canada
$17.9M
DBIA
2018
Dumont & Blake Investment Advisors
New Jersey
$17.8M
NAMM
2019
NorthStar Asset Management (Massachusetts)
Massachusetts
$17.8M
PPW
2020
Pasadena Private Wealth
California
$17.8M
KA
2021
Kercheville Advisors
Texas
$17.8M
SFS
2022
Summit Financial Strategies
Ohio
$17.8M
LIM
2023
Lathrop Investment Management
Arkansas
$17.8M
GJL
2024
Gendell Jeffrey L
$17.8M
SL
2025
Salomon & Ludwin
Virginia
$17.8M