Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Apple Inc (AAPL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +57
Streak
4Q ▲
Buyers last Q
45%

Smart Money Signals — AAPL

Based on 6069 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
6,069 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
+602 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

2713 buying3349 selling
Last quarter: 3,349 funds reduced or exited vs 2,713 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 (-381 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 247 → 232 → 668 → 287. 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
4,331 out of 6,069 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 → 232 → 668 → 287 new funds/Q
New funds entering each quarter: 247 → 232 → 668 → 287. 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 6,331 holders: 4,495 (71%) are 2+ year veterans, 862 entered 1–2 years ago, and 974 (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
75 of 6041 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.

Institutional Sentiment Summary — AAPL

In 2026 Q1, 2713 hedge funds were net buyers of AAPL (287 opened a new position, 2426 added to an existing one), while 3349 reduced or exited (3119 trimmed, 230 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in AAPL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +57 funds (more new holders than closures). Total institutional holders: 6069.

Hedge Fund Ownership: AAPL

How many hedge funds hold AAPL — quarterly history vs. share price
Quarterly hedge fund ownership of AAPL vs. share price

Market Analysis: AAPL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AAPL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much AAPL has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
AAPL
+17.2%
XLK
+44.4%

AAPL outperformed XLK by -27.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
AAPL
-0.9%
XLK
+8.9%

Since the filing became public, AAPL outperformed XLK by -9.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

219 top-rated funds 1725 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
9.5
/ 10
conviction
Hedge Fund Positioning: AAPL
6K + Investors

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

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

Statistics: AAPL

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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:
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 H&H International Investment, LLC 36.72% 28,945,607 $7.35B
11 Mullaney, Keating & Wright, Inc. 34.79% 215,092 $50.1M
12 Stembrook Asset Management, LLC 34.72% 139,703 $35.5M
13 Fiduciary Family Office, LLC 32.29% 446,402 $113.3M
14 TRB Advisors LP 30.45% 175,000 $44.4M
15 Oakland Financial Corp 30.03% 7,500 $1.9M
16 Performance Wealth Partners, LLC 28.90% 3,924,612 $996.0M
17 Thiel Macro LLC 27.08% 79,181 $20.2M
18 Golden Unicorn (BVI) Ltd 25.49% 700,000 $177.7M
19 Biltmore Family Office, LLC 24.40% 687,932 $174.6M
20 Evolution Wealth Advisors, LLC 24.32% 940,410 $238.7M
21 Harold Davidson & Associates Inc. 24.00% 194,761 $49.4M
22 Wilmar Advisors LLC 23.26% 106,000 $26.9M
23 Greenbrier Partners Capital Management, LLC 23.08% 1,180,662 $299.6M
24 Berkshire Hathaway Inc 21.99% 227,917,808 $57.84B
25 Martin Capital Advisors, LLP 21.87% 136,456 $34.6M
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: 3,349 funds reduced or exited vs 2,713 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: 75 of 6041 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: 4,331 out of 6,069 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 Q1 hedge fund 13F filings?

As of today, AAPL has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.9% for the XLK sector ETF — an outperformance of -9.8%. Since the quarter end (March 31, 2026), AAPL has gained +17.2% vs +44.4% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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