We are live on ! Find out more

3,024 hedge funds and large institutions have $522B invested in Apple in 2019 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,356 increasing their positions, 1,337 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 117

18% more capital invested

Capital invested by funds: $444B → $522B (+$78.5B)

7% more funds holding in top 10

Funds holding in top 10: 1,3871,479 (+92)

1% more repeat investments, than reductions

Existing positions increased: 1,356 | Existing positions reduced: 1,337

1% less funds holding

Funds holding: 3,0403,024 (-16)

8% less call options, than puts

Call options by funds: $18.9B | Put options by funds: $20.6B

5.37% less ownership

Funds ownership: 239%233.63% (-5.4%)

Holders
3,024
Holders Change
-16
Holders Change %
-0.53%
% of All Funds
65.44%
Holding in Top 10
1,479
Holding in Top 10 Change
+92
Holding in Top 10 Change %
+6.63%
% of All Funds
32.01%
New
150
Increased
1,356
Reduced
1,337
Closed
117
Calls
$18.9B
Puts
$20.6B
Net Calls
-$1.7B
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
2476
Addison Capital
Pennsylvania
$1.29M
GAM
2477
Gould Asset Management
California
$1.29M +$8.48K +200 +0.7%
PWAC
2478
Private Wealth Advisors (California)
California
$1.29M +$2.38K +56 +0.2%
AIS
2479
Accurate Investment Solutions
Pennsylvania
$1.28M -$4.92K -116 -0.4%
MPIA
2480
Mountain Pacific Investment Advisers
Idaho
$1.28M +$25.6K +604 +2%
MIS
2481
Morningstar Investment Services
Illinois
$1.28M +$53.1K +1,252 +5%
FVCM
2482
F&V Capital Management
Florida
$1.28M -$84.8K -2,000 -7%
EP
2483
Elkhorn Partners
Nebraska
$1.28M +$3.05K +72 +0.3%
GA
2484
Greytown Advisors
Florida
$1.28M +$470K +11,088 +70%
AWA
2485
Acorn Wealth Advisors
Michigan
$1.27M -$74K -1,744 -6%
ACM
2486
Ategra Capital Management
Virginia
$1.27M +$1.14M +26,772 New
AIM
2487
Aspen Investment Management
Michigan
$1.27M +$217K +5,120 +24%
HR
2488
Hardy Reed
Mississippi
$1.26M -$16.8K -396 -1%
LB
2489
Legacy Bridge
Iowa
$1.26M -$11.4K -268 -1%
BBI
2490
Baxter Bros Inc
Connecticut
$1.25M -$27.8K -656 -2%
BW
2491
Biegel & Waller
Maryland
$1.25M -$3.05K -72 -0.3%
GC
2492
Gilbert & Cook
Iowa
$1.25M +$28.8K +680 +3%
PCM
2493
Penserra Capital Management
California
$1.25M +$217K +5,120 +24%
PPW
2494
Pasadena Private Wealth
California
$1.24M +$426K +10,052 +62%
CCM
2495
Corsair Capital Management
New York
$1.24M -$65K -1,532 -6%
HI
2496
Human Investing
Oregon
$1.24M -$53.6K -1,264 -5%
CAM
2497
Crestone Asset Management
Colorado
$1.24M +$296K +6,968 +36%
IWP
2498
Icon Wealth Partners
Texas
$1.24M +$225K +5,296 +26%
SCP
2499
Syntal Capital Partners
Texas
$1.23M +$18.3K +432 +2%
PFA
2500
Pettinga Financial Advisors
Indiana
$1.23M +$115K +2,716 +12%

AAPL Hedge Fund Activity: Q1 2019 in Review

3,024 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2019, worth a combined $522B — up 18% from $444B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new AAPL positions and 117 closed out — a net gain of 33 holders — while 1,356 added to existing stakes and 1,337 trimmed.

The largest buyer was Legal & General Group, adding an estimated $944M. The largest seller was Susquehanna International Group, cutting an estimated $2.65B.

  • 3,024 institutional investors held Apple (AAPL) as of Q1 2019, down from 3,040 in Q4 2018.
  • Funds reported $522B of Apple stock for Q1 2019, up 18% quarter-over-quarter.
  • 150 funds opened new Apple positions in Q1 2019 and 117 closed out, a net change of +33 holders.
  • The largest Apple buyer in Q1 2019 was Legal & General Group, an estimated $944M added.
  • The largest Apple seller in Q1 2019 was Susquehanna International Group, an estimated $2.65B sold.

Based on aggregated 13F filings for Q1 2019.