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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
DWA
2726
Divergent Wealth Advisors
Utah
$624K -$12.9K -264 -2%
JPG
2727
Jordan Park Group
California
$622K +$613K +12,580 New
SFC
2728
SYM Financial Corp
Indiana
$620K +$55.2K +1,132 +10%
AFS
2729
Access Financial Services
Minnesota
$611K +$105K +2,148 +21%
PI
2730
PFS Investments
Georgia
$609K +$581K +11,920 New
EWG
2731
Executive Wealth Group
Washington
$607K -$118K -2,416 -16%
WFWM
2732
Wechter Feldman Wealth Management
New Jersey
$601K +$390 +8 +0.1%
CC
2733
Callan Capital
California
$600K
SFA
2734
Stewardship Financial Advisors
Georgia
$596K -$4.09K -84 -0.7%
SFI
2735
SPC Financial Inc
Maryland
$595K -$77.2K -1,584 -12%
HM
2736
Harvest Management
New York
$594K -$58.5K -1,200 -9%
TA
2737
TMD & Associates
Arizona
$594K
CG
2738
Corundum Group
Colorado
$594K +$156K +3,204 +36%
APC
2739
Aspire Private Capital
North Carolina
$591K +$17.3K +356 +3%
LRIA
2740
Leonard Rickey Investment Advisors
Washington
$591K +$83.8K +1,720 +17%
GWA
2741
Guidant Wealth Advisors
Illinois
$586K -$21.6K -444 -4%
LB
2742
Landmark Bank
Missouri
$583K -$10.7K -220 -2%
PIA
2743
Pinion Investment Advisors
Kansas
$581K -$210K -4,308 -27%
MFT
2744
Moisand Fitzgerald Tamayo
Florida
$581K +$12.7K +260 +2%
Holocene Advisors
2745
Holocene Advisors
New York
$580K -$11.2M -228,904 -95%
OFG
2746
Omega Financial Group
California
$580K -$2.64M -54,124 -82%
OCAM
2747
Onex Canada Asset Management
Ontario, Canada
$579K
DPI
2748
Diversified Portfolios Inc
Michigan
$578K -$117K -2,404 -17%
IF
2749
Ironwood Financial
Arizona
$573K
FVWA
2750
Foster Victor Wealth Advisors
South Carolina
$571K +$68K +1,396 +14%

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.