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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
AWM
2651
AllSquare Wealth Management
New York
$822K +$57.1K +1,172 +8%
RCG
2652
Rock Creek Group
District of Columbia
$816K -$159K -3,272 -17%
HCM
2653
Hengehold Capital Management
Ohio
$816K -$4.29K -88 -0.5%
RCC
2654
Red Cedar Capital
Nebraska
$816K
RI
2655
Ridgewood Investments
New Jersey
$805K
AIM
2656
AMI Investment Management
Indiana
$789K +$17K +348 +2%
CWM
2657
Cahaba Wealth Management
Georgia
$786K -$48.9K -1,004 -6%
EFL
2658
ERn Financial LLC
Wisconsin
$783K -$152K -3,128 -17%
VBFP
2659
Valtinson Bruner Financial Planning
Minnesota
$779K -$28.8K -592 -4%
SFG
2660
Sather Financial Group
Texas
$776K +$390 +8 +0.1%
TIA
2661
Tandem Investment Advisors
South Carolina
$775K +$24K +492 +3%
WPSG
2662
Wealth & Pension Services Group
Georgia
$774K -$6.04K -124 -0.8%
SIGI
2663
Susquehanna International Group (Ireland)
Ireland
$773K
SCM
2664
Stellar Capital Management
Arizona
$772K
SFM
2665
Systematic Financial Management
New Jersey
$772K
WANY
2666
Wealthspire Advisors (New York)
New York
$769K +$757K +15,532 New
MCM
2667
Mainstay Capital Management
Michigan
$764K +$70.4K +1,444 +10%
DWA
2668
Dougherty Wealth Advisers
Minnesota
$763K +$68.2K +1,400 +10%
MAP
2669
Milestone Advisory Partners
North Carolina
$759K +$6.24K +128 +0.8%
CIC
2670
Cutler Investment Counsel
Oregon
$758K +$195 +4 +0%
MWC
2671
MBM Wealth Consultants
Missouri
$758K +$22.2K +456 +3%
BA
2672
Bennicas & Associates
California
$757K -$156K -3,200 -17%
SCA
2673
Sippican Capital Advisors
Massachusetts
$754K -$26.1K -536 -3%
FSA
2674
Financial Sense Advisors
California
$753K +$50.9K +1,044 +7%
MS
2675
Marshall & Sullivan
Washington
$753K +$155K +3,180 +26%

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.