Apple Inc (AAPL) Hedge Fund Ownership (Q2 2026)

Apple Inc (AAPL)

6K + Investors. Track Smart Money conviction in AAPL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AAPL

Based on 6168 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added AAPL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

6,168 hedge funds hold AAPL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+655 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

2944 buying3217 selling

Last quarter: 3,217 funds reduced or exited vs 2,944 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 234 → 669 → 296 → 279. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 13% new

4,404 out of 6,168 hedge funds have held AAPL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +72%, value +21%

Value

+20%

+71%

Last quarter: funds added +72% more shares while total portfolio value only changed +21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

250 → 234 → 669 → 296 → 279 new funds/Q

New funds entering each quarter: 234 → 669 → 296 → 279. AAPL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 71% veterans vs 15% newcomers

■ 71% veterans ■ 13% 1-2yr ■ 15% new

Entry-cohort mix of 6,472 holders: 4,602 (71%) are 2+ year veterans, 867 entered 1–2 years ago, and 1,003 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

78 of 6144 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in AAPL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	6070	6083	-0.21%
13F Shares	9.96B	9.57B	4.1%
Total Value	$2.78T	$2.32T	19.6%
New Positions	247	296	-49
Increased Positions	2559	2363	+196
Closed Positions	236	232	+4
Reduced Positions	2884	3011	-127
Total Calls	138	116	18.97%
Total Puts	184	169	8.88%
PUT/CALL Ratio	1.33	1.46	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

6070

6083

-0.21%

13F Shares

9.96B

9.57B

4.1%

Total Value

$2.78T

$2.32T

19.6%

New Positions

247

296

-49

Increased Positions

2559

2363

+196

Closed Positions

236

232

Reduced Positions

2884

3011

-127

Total Calls

138

116

18.97%

Total Puts

184

169

8.88%

PUT/CALL Ratio

1.33

1.46

Bearish

Institutional Holders (2026 Q2)

6K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AAPL. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AAPL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GuideStone Capital Management, LLC	100.00%	146,788	$42.5M
2	GLP Holdings LLLP	95.54%	367,556	$106.4M
3	RJA Asset Management LLC	88.38%	980,200	$283.6M
4	9823 Capital, L.P.	59.60%	305,014	$88.3M
5	Prospect Hill Management, LLC	56.85%	505,842	$146.4M
6	Independent Investors Inc	56.81%	1,027,983	$297.5M
7	Josh Arnold Investment Consultant, LLC	55.94%	307,356	$88.9M
8	Hoffman, Alan N Investment Management	52.57%	307,561	$89.0M
9	Oakland Financial Corp	48.08%	7,500	$2.2M
10	Circle Wealth Management, LLC	42.18%	11,601,822	$3.36B
11	H&H International Investment, LLC	41.05%	27,098,707	$7.84B
12	Winning Points Advisors, LLC	40.23%	158,230	$40.2M
13	Stembrook Asset Management, LLC	34.88%	139,603	$40.4M
14	Fiduciary Family Office, LLC	32.58%	450,152	$130.3M
15	Mullaney, Keating & Wright, Inc.	30.13%	215,292	$62.3M
16	Performance Wealth Partners, LLC	28.26%	3,933,000	$1.14B
17	Fenelon Opportunity Fund Inc.	24.87%	1,497,545	$499.2M
18	Harold Davidson & Associates Inc.	23.58%	187,937	$54.4M
19	Biltmore Family Office, LLC	23.56%	619,638	$179.3M
20	Evoke Wealth, LLC	23.36%	1,255	$363K
21	Wilmar Advisors LLC	22.22%	106,000	$30.7M
22	Berkshire Hathaway Inc	22.04%	227,917,808	$65.95B
23	Golden Unicorn (BVI) Ltd	21.91%	600,000	$173.6M
24	Rps Advisory Solutions LLC	21.70%	113,444	$32.8M
25	Putney Financial Group LLC	21.60%	82,911	$24.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Apple Inc (AAPL)

What does the Smart Money Trend signal show for AAPL?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AAPL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AAPL?

More sellers than buyers — 48% buying: Last quarter: 3,217 funds reduced or exited vs 2,944 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AAPL holders?

Elite ownership — 64% AUM from top-100 funds: 78 of 6144 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in AAPL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AAPL?

71% of holders stayed for 2+ years: 4,404 out of 6,168 hedge funds have held AAPL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Apple Inc (AAPL)

Smart Money Signals — AAPL

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-17 vs last Q)

71% of holders stayed for 2+ years

Buying through price weakness — shares +72%, value +21%

Peak discovery — momentum slowing

Veteran-anchored — 71% veterans vs 15% newcomers

Elite ownership — 64% AUM from top-100 funds

Institutional Sentiment Summary — AAPL

What Fund Managers Are Saying About AAPL

Hedge Fund Ownership: AAPL

Market Analysis: AAPL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AAPL

Hedge Fund Positioning: AAPL

Statistics: AAPL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Research on AAPL

Stocks with similar institutional ownership

Frequently Asked Questions — Apple Inc (AAPL)

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