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6,059 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, 2,405 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: 3,3473,221 (-126)

7% less capital invested

Capital invested by funds: $2.58T → $2.39T (-$187B)

21% less repeat investments, than reductions

Existing positions increased: 2,405 | Existing positions reduced: 3,056

Holders
6,059
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,221
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
PAM
2401
Peninsula Asset Management
Florida
$13.4M
LGA
2402
Lebenthal Global Advisors
New York
$13.3M
FSA
2403
Financial Security Advisor
Virginia
$13.3M
WAS
2404
Wealth Advisory Solutions
Indiana
$13.3M
RWM
2405
Revisor Wealth Management
Ohio
$13.3M
CWA
2406
Crusonia Wealth Advisors
Colorado
$13.3M
COI
2407
Connable Office Inc
Michigan
$13.3M
SPWG
2408
Syntegra Private Wealth Group
Missouri
$13.3M
IIA
2409
Integral Investment Advisors
California
$13.2M
EL
2410
EWA LLC
Pennsylvania
$13.2M
WPC
2411
White Pine Capital
Minnesota
$13.2M
SFC
2412
SYM Financial Corp
Indiana
$13.2M
SSWM
2413
Sheets Smith Wealth Management
North Carolina
$13.2M
WCM
2414
Westend Capital Management
California
$13.1M
HCM
2415
Hall Capital Management
Rhode Island
$13.1M
CST
2416
Charles Schwab Trust
Nevada
$13.1M
CNWM
2417
Clay Northam Wealth Management
California
$13.1M
FHC
2418
First Heartland Consultants
Missouri
$13.1M
HNWAG
2419
High Net Worth Advisory Group
Florida
$13.1M
PSP
2420
Principal Street Partners
Tennessee
$13M
CPC
2421
CFC Planning Company
Indiana
$13M
SL
2422
Sentinus LLC
Illinois
$13M
GPA
2423
Garrison Point Advisors
California
$13M
WW
2424
Waterfront Wealth
Kansas
$13M
CA
2425
CGN Advisors
Kansas
$13M