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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
KMWM
2076
Keudell/Morrison Wealth Management
Oregon
$16.9M
TSS
2077
Taylor Securities Services
Pennsylvania
$16.9M
BEC
2078
Blue Edge Capital
Virginia
$16.9M
GCM
2079
Genus Capital Management
British Columbia, Canada
$16.9M
KCM
2080
KRS Capital Management
Michigan
$16.9M
PG
2081
Patten Group
Tennessee
$16.9M
SIC
2082
SJS Investment Consulting
Ohio
$16.9M
BGDI
2083
BW Gestao de Investimentos
Brazil
$16.9M
AOWM
2084
Alpha Omega Wealth Management
Virginia
$16.8M
TBT
2085
Texas Bank & Trust
Texas
$16.8M
WFG
2086
Wills Financial Group
Virginia
$16.8M
EI
2087
Ellevest Inc
New York
$16.8M
SWM
2088
SHP Wealth Management
Massachusetts
$16.7M
SOW
2089
State of Wyoming
Wyoming
$16.7M
BWIA
2090
Bryant Woods Investment Advisors
New York
$16.7M
AGC
2091
Aspen Grove Capital
Colorado
$16.7M
LWP
2092
LMG Wealth Partners
Louisiana
$16.7M
DI
2093
Diligent Investors
California
$16.7M
TIA
2094
Trust Investment Advisors
Indiana
$16.7M
CIG
2095
Consolidated Investment Group
Colorado
$16.7M
LD
2096
Lipe & Dalton
New York
$16.6M
FNBOMD
2097
First National Bank of Mount Dora
Florida
$16.6M
MWAM
2098
Manhattan West Asset Management
California
$16.6M
FP
2099
Financial Perspectives
Minnesota
$16.6M
WA
2100
Waddell & Associates
Tennessee
$16.6M