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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
KTA
2851
Keeley-Teton Advisors
Illinois
$369K -$14.2K -292 -4%
SRCM
2852
Swift Run Capital Management
Virginia
$368K
SPIO
2853
Seven Post Investment Office
California
$366K
WA
2854
Wheatland Advisors
Pennsylvania
$365K
MSWMA
2855
Market Street Wealth Management Advisors
Indiana
$362K -$1.75K -36 -0.5%
CIM
2856
Confluence Investment Management
Missouri
$360K -$975 -20 -0.3%
PEA
2857
Pacific Edge Advisors
California
$356K -$26.3K -540 -7%
RBCM
2858
Raub Brock Capital Management
California
$356K +$136K +2,796 +64%
RHJA
2859
Rice Hall James & Associates
California
$355K
BEI
2860
Benjamin Edwards Inc
Missouri
$355K +$53.8K +1,104 +18%
MFGP
2861
Marshall Financial Group (Pennsylvania)
Pennsylvania
$354K -$77.8K -1,596 -18%
BCM
2862
Brookmont Capital Management
Texas
$354K -$2.73K -56 -0.8%
CIC
2863
Chase Investment Counsel
Virginia
$350K
CCM
2864
Compass Capital Management
Minnesota
$347K -$10.9K -224 -3%
WCAMG
2865
Woodard & Company Asset Management Group
North Carolina
$346K
WCM
2866
Wealthcare Capital Management
Virginia
$346K +$13.6K +280 +4%
CFC
2867
Coyle Financial Counsel
Illinois
$346K +$341K +7,000 New
AAIM
2868
Asset Advisors Investment Management
Georgia
$343K +$29.8K +612 +10%
BL
2869
Balentine LLC
Georgia
$341K +$29.8K +612 +10%
RA
2870
Riverstone Advisors
Texas
$336K
SCA
2871
SMH Capital Advisors
Texas
$331K +$195 +4 +0.1%
DIP
2872
DT Investment Partners
Pennsylvania
$328K -$4.29K -88 -1%
CP
2873
Coho Partners
Pennsylvania
$322K
LWA
2874
Lowe Wealth Advisors
Maryland
$322K +$9.55K +196 +3%
LFASL
2875
Lugano Financial Advisors SA (LFA)
Switzerland
$321K +$19.5K +400 +7%

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.