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
BONH
2026
Bank of New Hampshire
New Hampshire
$17.8M
LI
2027
LRI Investments
Florida
$17.7M
TVPW
2028
Third View Private Wealth
Connecticut
$17.7M
EWM
2029
Evermay Wealth Management
Virginia
$17.7M
TFA
2030
Transamerica Financial Advisors
Florida
$17.7M
TTIC
2031
Tower Trust & Investment Company
Iowa
$17.7M
IFS
2032
Ifrah Financial Services
Arkansas
$17.7M
KAS
2033
KPP Advisory Services
Kentucky
$17.6M
PMG
2034
ProVise Management Group
Florida
$17.6M
PI
2035
Parkside Investments
Illinois
$17.6M
BL
2036
Balentine LLC
Georgia
$17.6M
V
2037
VeraBank
Texas
$17.6M
PWM
2038
Palumbo Wealth Management
New York
$17.6M
AF
2039
Arrow Financial
New York
$17.6M
TCOO
2040
Trust Company of Oklahoma
Oklahoma
$17.6M
CL
2041
CIM LLC
New York
$17.6M
NFG
2042
Northbridge Financial Group
Florida
$17.5M
MIM
2043
Moseley Investment Management
Florida
$17.5M
IF
2044
Intrua Financial
Texas
$17.5M
DDPIC
2045
Deroy & Devereaux Private Investment Counsel
Michigan
$17.5M
HWA
2046
HHM Wealth Advisors
Tennessee
$17.5M
WAS
2047
WESPAC Advisors SoCal
California
$17.4M
BDA
2048
Borer Denton & Associates
Pennsylvania
$17.4M
RIG
2049
Renaissance Investment Group
Massachusetts
$17.4M
FPCP
2050
Fort Point Capital Partners
California
$17.4M