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3,024 hedge funds and large institutions have $522B invested in Apple in 2019 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,356 increasing their positions, 1,337 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 117

18% more capital invested

Capital invested by funds: $444B → $522B (+$78.5B)

7% more funds holding in top 10

Funds holding in top 10: 1,3871,479 (+92)

1% more repeat investments, than reductions

Existing positions increased: 1,356 | Existing positions reduced: 1,337

1% less funds holding

Funds holding: 3,0403,024 (-16)

8% less call options, than puts

Call options by funds: $18.9B | Put options by funds: $20.6B

5.37% less ownership

Funds ownership: 239%233.63% (-5.4%)

Holders
3,024
Holders Change
-16
Holders Change %
-0.53%
% of All Funds
65.44%
Holding in Top 10
1,479
Holding in Top 10 Change
+92
Holding in Top 10 Change %
+6.63%
% of All Funds
32.01%
New
150
Increased
1,356
Reduced
1,337
Closed
117
Calls
$18.9B
Puts
$20.6B
Net Calls
-$1.7B
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
EPP
2801
ETF Portfolio Partners
Kansas
$479K
LSC
2802
Lesa Sroufe & Co
Washington
$478K +$39K +920 +10%
QT
2803
Quantamental Technologies
New York
$477K +$231K +5,456 +119%
FVWA
2804
Foster Victor Wealth Advisors
South Carolina
$476K +$19.3K +456 +5%
TI
2805
Tidal Investments
Wisconsin
$473K -$420K -9,900 -50%
CFG
2806
CKW Financial Group
Hawaii
$472K +$285K +6,716 +208%
OWM
2807
Orgel Wealth Management
Wisconsin
$471K +$33.9K +800 +9%
JG
2808
Jefferies Group
New York
$469K -$19M -447,756 -98%
CFN
2809
Cordasco Financial Network
Florida
$469K +$41.9K +988 +11%
SCM
2810
Shelton Capital Management
Colorado
$467K -$63.9M -1,506,492 -81%
CA
2811
Corrado Advisors
New Jersey
$463K +$16.3K +384 +4%
CFIA
2812
Cantor Fitzgerald Investment Advisors
New York
$461K
PMG
2813
Private Management Group
California
$460K +$82.3K +1,940 +25%
MWA
2814
MFA Wealth Advisors
Pennsylvania
$458K +$182K +4,284 +80%
LFDLE
2815
La Financiere de L'Echiquier
France
$457K -$186K -4,384 -31%
CCM
2816
Cohen Capital Management
California
$457K
FF
2817
Fluent Financial
Texas
$455K -$871K -20,544 -68%
MCM
2818
Monument Capital Management
Virginia
$453K -$79.1K -1,864 -16%
RWM
2819
Reston Wealth Management
Virginia
$452K -$24.1K -568 -6%
WCM
2820
Wallace Capital Management
Texas
$450K +$24.8K +584 +7%
GC
2821
Gibson Capital
Pennsylvania
$448K
HCM
2822
Horrell Capital Management
Arkansas
$448K
MWM
2823
MorganRosel Wealth Management
Colorado
$446K -$584K -13,772 -59%
TW
2824
Towerpoint Wealth
California
$444K +$679 +16 +0.2%
GSIS
2825
Global Strategic Investment Solutions
Arizona
$442K +$7.63K +180 +2%

AAPL Hedge Fund Activity: Q1 2019 in Review

3,024 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2019, worth a combined $522B — up 18% from $444B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new AAPL positions and 117 closed out — a net gain of 33 holders — while 1,356 added to existing stakes and 1,337 trimmed.

The largest buyer was Legal & General Group, adding an estimated $944M. The largest seller was Susquehanna International Group, cutting an estimated $2.65B.

  • 3,024 institutional investors held Apple (AAPL) as of Q1 2019, down from 3,040 in Q4 2018.
  • Funds reported $522B of Apple stock for Q1 2019, up 18% quarter-over-quarter.
  • 150 funds opened new Apple positions in Q1 2019 and 117 closed out, a net change of +33 holders.
  • The largest Apple buyer in Q1 2019 was Legal & General Group, an estimated $944M added.
  • The largest Apple seller in Q1 2019 was Susquehanna International Group, an estimated $2.65B sold.

Based on aggregated 13F filings for Q1 2019.