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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
CWP
2051
Concord Wealth Partners
Virginia
$17.4M
KNW
2052
Kesler Norman & Wride
Utah
$17.4M
KF
2053
Ketron Financial
California
$17.4M
AF
2054
Aviso Financial
Ontario, Canada
$17.4M
FWM
2055
Finer Wealth Management
Massachusetts
$17.3M
IA
2056
IFG Advisors
Missouri
$17.3M
SP
2057
Stonebrook Private
Michigan
$17.3M
ITC
2058
Inspire Trust Company
Nevada
$17.3M
AB
2059
Atlas Brown
Kentucky
$17.3M
RWP
2060
Revolve Wealth Partners
New Jersey
$17.2M
SFS
2061
Strategic Financial Services
New York
$17.2M
ICP
2062
Interchange Capital Partners
Pennsylvania
$17.2M
FFG
2063
Frisch Financial Group
New York
$17.2M
NEWAS
2064
N.E.W. Advisory Services
Wisconsin
$17.2M
PCM
2065
Pincus Capital Management
New York
$17.2M
TCM
2066
Triumph Capital Management
Colorado
$17.1M
HWAM
2067
Hennion & Walsh Asset Management
New Jersey
$17.1M
ACA
2068
Atlas Capital Advisors
Wyoming
$17.1M
HWMO
2069
Heritage Wealth Management (Ohio)
Ohio
$17.1M
FDS
2070
First Dallas Securities
Texas
$17M
IDA
2071
Intelligence Driven Advisers
California
$17M
ATFA
2072
All Terrain Financial Advisors
Minnesota
$17M
RRA
2073
Round Rock Advisors
Connecticut
$17M
TAP
2074
TSG Advice Partners
Ohio
$17M
FMN
2075
Financial Management Network
California
$17M