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3,008 hedge funds and large institutions have $536B invested in Apple in 2019 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 1,093 increasing their positions, 1,596 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 85

1.96% more ownership

Funds ownership: 233.63%235.59% (+2%)

3% more capital invested

Capital invested by funds: $522B → $536B (+$13.3B)

1% less funds holding

Funds holding: 3,0243,008 (-16)

1% less funds holding in top 10

Funds holding in top 10: 1,4791,461 (-18)

23% less call options, than puts

Call options by funds: $16B | Put options by funds: $20.8B

32% less repeat investments, than reductions

Existing positions increased: 1,093 | Existing positions reduced: 1,596

Holders
3,008
Holders Change
-16
Holders Change %
-0.53%
% of All Funds
65.32%
Holding in Top 10
1,461
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-1.22%
% of All Funds
31.73%
New
107
Increased
1,093
Reduced
1,596
Closed
85
Calls
$16B
Puts
$20.8B
Net Calls
-$4.78B
Net Calls Change
-$3.08B
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2551
Financial Management Professionals
Texas
$1.09M +$198K +4,056 +23%
HA
2552
Harborview Advisors
Maine
$1.09M +$780 +16 +0.1%
SDWMA
2553
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.09M +$29.8K +612 +3%
OSAM
2554
O'Shaughnessy Asset Management
Connecticut
$1.08M +$22K +452 +2%
PWS
2555
Paragon Wealth Strategies
Florida
$1.08M +$328K +6,740 +45%
FA
2556
Fortis Advisors
Pennsylvania
$1.08M +$10.7K +220 +1%
FFS
2557
Founders Financial Securities
Maryland
$1.08M +$120K +2,468 +13%
TC
2558
Trilogy Capital
California
$1.07M +$41.3K +848 +4%
SI
2559
Scharf Investments
California
$1.07M -$105K -2,148 -9%
DTL
2560
Dynamic Technology Lab
Singapore
$1.07M +$33.1K +680 +3%
BJ
2561
Brouwer & Janachowski
California
$1.06M -$52.2K -1,072 -5%
BMM
2562
Berkshire Money Management
Massachusetts
$1.06M +$29.4K +604 +3%
SCM
2563
Stonehearth Capital Management
Massachusetts
$1.05M +$33.3K +684 +3%
TI
2564
Tidal Investments
Wisconsin
$1.05M +$551K +11,308 +113%
CMO
2565
Covenant Multifamily Offices
Texas
$1.04M +$805K +16,512 +359%
MFS
2566
Madrona Financial Services
Washington
$1.04M -$40K -820 -4%
GA
2567
Gateway Advisory
New Jersey
$1.04M +$48.5K +996 +5%
VIM
2568
Veritas Investment Management
United Kingdom
$1.03M -$152K -3,120 -13%
WP
2569
WealthShield Partners
North Carolina
$1.03M -$13.3K -272 -1%
GAM
2570
Garrison Asset Management
Arkansas
$1.03M -$6.82K -140 -0.7%
HIM
2571
Hillsdale Investment Management
Ontario, Canada
$1.03M +$78K +1,600 +8%
CCA
2572
Catalyst Capital Advisors
New York
$1.02M +$838K +17,200 +495%
BWA
2573
BlueSky Wealth Advisors
North Carolina
$1.02M -$339K -6,960 -25%
JIP
2574
JBJ Investment Partners
South Carolina
$1.02M +$30.4K +624 +3%
OAJ
2575
Ogorek Anthony Joseph
New York
$1.02M -$47.9K -984 -5%

AAPL Hedge Fund Activity: Q2 2019 in Review

3,008 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2019, worth a combined $536B — up 2.5% from $522B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AAPL positions and 85 closed out — a net gain of 22 holders — while 1,093 added to existing stakes and 1,596 trimmed.

The largest buyer was Nuveen, adding an estimated $6.76B. The largest seller was BlackRock, cutting an estimated $1.42B.

  • 3,008 institutional investors held Apple (AAPL) as of Q2 2019, down from 3,024 in Q1 2019.
  • Funds reported $536B of Apple stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 107 funds opened new Apple positions in Q2 2019 and 85 closed out, a net change of +22 holders.
  • The largest Apple buyer in Q2 2019 was Nuveen, an estimated $6.76B added.
  • The largest Apple seller in Q2 2019 was BlackRock, an estimated $1.42B sold.

Based on aggregated 13F filings for Q2 2019.