We are live on ! Find out more

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
FFW
2926
Fusion Family Wealth
New York
$250K -$1.83M -43,240 -89%
AW
2927
Alpha Windward
Massachusetts
$250K -$2.88K -68 -1%
FRM
2928
Fox Run Management
Connecticut
$250K +$223K +5,264 New
DS
2929
DRW Securities
Illinois
$250K +$224K +5,272 New
CM
2930
Capital Management
Virginia
$249K
PI
2931
Pachira Investments
California
$248K +$221K +5,220 New
LC
2932
Loews Corp
New York
$247K +$221K +5,200 New
FWCM
2933
First Western Capital Management
California
$243K -$823K -19,404 -79%
JFG
2934
JMG Financial Group
Illinois
$240K -$70.2K -1,656 -25%
EBSAM
2935
Eubel Brady & Suttman Asset Management
Ohio
$240K +$214K +5,044 New
SAM
2936
Shamrock Asset Management
Texas
$237K -$67.2K -1,584 -24%
HCM
2937
Howard Capital Management
Georgia
$237K +$201K +4,740 New
CJA
2938
C-J Advisory
California
$236K +$679 +16 +0.3%
CWSR
2939
Chessman Wealth Strategies RIA
Texas
$236K +$211K +4,968 New
BAM
2940
Boyar Asset Management
New York
$232K +$207K +4,876 New
FPIS
2941
Financial Planning & Information Services
Wisconsin
$232K +$208K +4,892 New
IC
2942
Iconiq Capital
California
$230K -$4.54M -106,932 -96%
HWA
2943
Heritage Way Advisors
Illinois
$230K -$42.4K -1,000 -17%
PCM
2944
Perkins Capital Management
Minnesota
$228K -$238K -5,600 -54%
CWM
2945
Cedar Wealth Management
California
$228K
WHRC
2946
W.H. Reaves & Co
New Jersey
$228K +$204K +4,800 New
AIC
2947
Ayalon Insurance Company
Israel
$227K -$516K -12,160 -72%
LFGH
2948
Lee Financial Group Hawaii
Hawaii
$225K +$201K +4,736 New
SCA
2949
Stuart Chaussee & Associates
California
$220K +$101K +2,384 +106%
APCM
2950
Alaska Permanent Capital Management
Alaska
$220K +$196K +4,628 New

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.