Apple Inc (AAPL): Hedge Fund Ownership & Smart Money Signals (Q1 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 6081 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

6,081 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 — +11% more funds vs a year ago

fund count last 6Q

+612 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 45% buying

2723 buying3351 selling

Last quarter: 3,351 funds reduced or exited vs 2,723 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 (-372 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 247 → 233 → 668 → 296. 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+) ■ 16% medium ■ 13% new

4,333 out of 6,081 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.

🚀

Acceleration phase — new buyers rushing in

237 → 247 → 233 → 668 → 296 new funds/Q

New funds entering each quarter: 247 → 233 → 668 → 296. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 71% veterans vs 15% newcomers

■ 71% veterans ■ 14% 1-2yr ■ 15% new

Entry-cohort mix of 6,343 holders: 4,497 (71%) are 2+ year veterans, 863 entered 1–2 years ago, and 983 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

76 of 6053 holders are among the 100 largest funds by AUM, controlling 48% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	6003	6011	-0.13%
13F Shares	9.38B	9.86B	-4.91%
Total Value	$2.28T	$2.61T	-12.59%
New Positions	263	668	-405
Increased Positions	2344	2052	+292
Closed Positions	271	195	+76
Reduced Positions	2984	2936	+48
Total Calls	115	108	6.48%
Total Puts	167	168	-0.6%
PUT/CALL Ratio	1.45	1.56	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

6003

6011

-0.13%

13F Shares

9.38B

9.86B

-4.91%

Total Value

$2.28T

$2.61T

-12.59%

New Positions

263

668

-405

Increased Positions

2344

2052

+292

Closed Positions

271

195

+76

Reduced Positions

2984

2936

+48

Total Calls

115

108

6.48%

Total Puts

167

168

-0.6%

PUT/CALL Ratio

1.45

1.56

Bearish

Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GuideStone Capital Management, LLC	100.00%	293,577	$74.5M
2	GLP Holdings LLLP	95.49%	367,556	$93.3M
3	RJA Asset Management LLC	91.53%	980,200	$248.8M
4	Josh Arnold Investment Consultant, LLC	67.54%	311,388	$79.0M
5	9823 Capital, L.P.	58.58%	305,751	$77.6M
6	Prospect Hill Management, LLC	57.18%	505,476	$128.3M
7	Independent Investors Inc	54.48%	1,081,073	$274.4M
8	Hoffman, Alan N Investment Management	51.82%	309,580	$78.6M
9	Circle Wealth Management, LLC	43.21%	11,944,494	$3.03B
10	Winning Points Advisors, LLC	40.07%	158,230	$30.0M
11	H&H International Investment, LLC	36.72%	28,945,607	$7.35B
12	Mullaney, Keating & Wright, Inc.	34.79%	215,092	$50.1M
13	Stembrook Asset Management, LLC	34.72%	139,703	$35.5M
14	Fiduciary Family Office, LLC	32.29%	446,402	$113.3M
15	TRB Advisors LP	30.45%	175,000	$44.4M
16	Oakland Financial Corp	30.03%	7,500	$1.9M
17	Performance Wealth Partners, LLC	28.90%	3,924,612	$996.0M
18	Thiel Macro LLC	27.08%	79,181	$20.2M
19	Golden Unicorn (BVI) Ltd	25.49%	700,000	$177.7M
20	Biltmore Family Office, LLC	24.40%	687,932	$174.6M
21	Evolution Wealth Advisors, LLC	24.32%	940,410	$238.7M
22	Harold Davidson & Associates Inc.	24.00%	194,761	$49.4M
23	Wilmar Advisors LLC	23.26%	106,000	$26.9M
24	Greenbrier Partners Capital Management, LLC	23.08%	1,180,662	$299.6M
25	Berkshire Hathaway Inc	21.99%	227,917,808	$57.84B

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 — 4 quarters in a row: For 4 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 — 45% buying: Last quarter: 3,351 funds reduced or exited vs 2,723 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 — 48% AUM from top-100 funds: 76 of 6053 holders are among the 100 largest funds by AUM, controlling 48% 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: 4,333 out of 6,081 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.

Is it too late to buy Apple Inc (AAPL) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), AAPL has gained +4.1% vs -8.0% for XLK. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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 — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

More sellers than buyers — 45% buying

Fewer new buyers each quarter (-372 vs last Q)

71% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 71% veterans vs 15% newcomers

Elite ownership — 48% 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

Is It Too Late to Buy Apple Inc (AAPL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AAPL

Statistics: AAPL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Apple Inc (AAPL)

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