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
VIM
2526
Veritas Investment Management
United Kingdom
$1.14M
BF
2527
Blankinship & Foster
California
$1.14M +$170 +4 +0%
SFPIA
2528
Stevens First Principles Investment Advisors
California
$1.13M +$40K +944 +4%
SI
2529
Scharf Investments
California
$1.13M -$76.8M -1,811,508 -99%
BB
2530
Bell Bank
North Dakota
$1.12M -$32.9K -776 -3%
SCP
2531
Sandhill Capital Partners
New York
$1.12M +$92K +2,168 +10%
RC
2532
Reik & Co
New York
$1.11M +$17K +400 +2%
CWM
2533
Campbell Wealth Management
Virginia
$1.11M +$57.3K +1,352 +6%
ML
2534
McAdam LLC
Pennsylvania
$1.11M +$54.1K +1,276 +6%
SC
2535
Schulhoff & Co
Ohio
$1.11M +$38.2K +900 +4%
MPMG
2536
Minneapolis Portfolio Management Group
Minnesota
$1.1M
SFWC
2537
Strategic Family Wealth Counselors
New Jersey
$1.1M +$1.36K +32 +0.1%
NWA
2538
New World Advisors
Massachusetts
$1.1M +$424K +10,000 +76%
KM
2539
Kalos Management
Georgia
$1.1M -$258K -6,072 -21%
CCM
2540
Cadence Capital Management
Massachusetts
$1.1M +$679 +16 +0.1%
WCG
2541
Weaver Consulting Group
California
$1.1M +$966K +22,768 New
GIM
2542
Greylin Investment Management
Virginia
$1.09M +$61.1K +1,440 +7%
AFIA
2543
America First Investment Advisors
Nebraska
$1.09M +$10.2K +240 +1%
PAA
2544
Peregrine Asset Advisers
Oregon
$1.08M -$707K -16,676 -42%
GPC
2545
Glacier Peak Capital
Washington
$1.08M +$964K +22,724 New
EIA
2546
Eldridge Investment Advisors
New Hampshire
$1.08M +$33.9K +800 +4%
DLHL
2547
Donald L. Hagan LLC
Florida
$1.07M -$29.7K -700 -3%
HFBOT
2548
Home Federal Bank of Tennessee
Tennessee
$1.07M -$16.8K -396 -2%
SAS
2549
Stelac Advisory Services
New York
$1.07M
FC
2550
FCA Corp
Texas
$1.07M +$339 +8 +0%

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.