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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
SL
2776
Salomon & Ludwin
Virginia
$518K +$11.3K +232 +2%
PHIMC
2777
Private Harbour Investment Management & Counsel
Ohio
$517K -$1.08M -22,220 -68%
OAM
2778
Oberweis Asset Management
Illinois
$517K +$390 +8 +0.1%
TAA
2779
TB Alternative Assets
Cayman Islands
$515K -$5.57M -114,400 -92%
FA
2780
FC Advisory
Pennsylvania
$515K
TW
2781
Towerpoint Wealth
California
$512K +$12.9K +264 +3%
ADMI
2782
Albert D. Mason Inc
Massachusetts
$511K -$4.87K -100 -1%
EFIC
2783
Eliot Finkel Investment Counsel
California
$511K
GWI
2784
Grace & White Inc
New York
$511K
ZIG
2785
Zuckerman Investment Group
Illinois
$510K +$7.8K +160 +2%
WA
2786
Wealthstar Advisors
Texas
$506K +$53.2K +1,092 +12%
EPP
2787
ETF Portfolio Partners
Kansas
$499K
OWM
2788
Orgel Wealth Management
Wisconsin
$499K +$7.8K +160 +2%
UCI
2789
Uncommon Cents Investing
Wisconsin
$498K -$14.6K -300 -3%
SWM
2790
Sanctuary Wealth Management
Idaho
$495K +$25.3K +520 +5%
LSC
2791
Lesa Sroufe & Co
Washington
$492K -$6.24K -128 -1%
CFG
2792
CKW Financial Group
Hawaii
$492K
MCM
2793
Monument Capital Management
Virginia
$491K +$10.3K +212 +2%
KFS
2794
Kelly Financial Services
Massachusetts
$490K -$49.5K -1,016 -9%
CFN
2795
Cordasco Financial Network
Florida
$489K -$390 -8 -0.1%
VR
2796
Viridian RIA
Washington
$488K -$412K -8,448 -46%
PCM
2797
Penserra Capital Management
California
$483K -$801K -16,436 -63%
CFIA
2798
Cantor Fitzgerald Investment Advisors
New York
$480K
WCM
2799
Wallace Capital Management
Texas
$478K +$9.36K +192 +2%
CCM
2800
Cohen Capital Management
California
$477K

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.