We are live on ! Find out more

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
HIS
2701
Harvest Investment Services
Illinois
$691K +$45.8K +940 +7%
ACM
2702
Armbruster Capital Management
New York
$689K
SIC
2703
Schwartz Investment Counsel
Michigan
$689K
MAU
2704
MRA Associates USA
Arizona
$686K +$676K +13,864 New
PCMK
2705
Paragon Capital Management (Kansas)
Kansas
$685K -$119K -2,436 -15%
PA
2706
Prism Advisors
California
$683K +$195 +4 +0%
HIC
2707
Harvey Investment Company
Kentucky
$681K
HI
2708
Handelsinvest Investeringsforvaltning
Denmark
$680K -$143K -2,928 -18%
UWPG
2709
Ullmann Wealth Partners Group
Florida
$670K +$56.5K +1,160 +9%
RIM
2710
Redwood Investment Management
Arizona
$668K +$637K +13,068 New
IG
2711
Ithaka Group
Virginia
$665K -$17.5K -360 -3%
SICM
2712
Sustainable Insight Capital Management
New York
$663K -$234K -4,800 -26%
FNBSF
2713
First National Bank Sioux Falls
South Dakota
$662K -$183K -3,760 -22%
GI
2714
Glovista Investments
New Jersey
$662K
TWM
2715
Tolleson Wealth Management
Texas
$662K
IAA
2716
Ironsides Asset Advisors
North Carolina
$660K
PAM
2717
Paradigm Asset Management
New York
$653K -$928K -19,040 -59%
GCM
2718
Gunderson Capital Management
South Carolina
$646K +$39.6K +812 +7%
GG
2719
GenWealth Group
New Jersey
$638K +$15.6K +320 +3%
RFM
2720
Royal Fund Management
Florida
$637K -$153K -3,140 -20%
RF
2721
RHS Financial
California
$636K +$4.87K +100 +0.8%
RPG
2722
Resource Planning Group
Georgia
$634K +$1.36K +28 +0.2%
HS
2723
HighVista Strategies
Massachusetts
$633K +$39K +800 +7%
GPWA
2724
Great Point Wealth Advisors
Massachusetts
$632K +$3.51K +72 +0.6%
AA
2725
AlphaMark Advisors
Kentucky
$629K -$4.09M -83,876 -87%

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.