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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
WANY
3101
Wealthspire Advisors (New York)
New York
-$962K -24,384 Closed
SM
3102
Sciencast Management
New Jersey
-$930K -24,356 Closed
ACM
3103
AlphaCrest Capital Management
New York
-$945K -23,972 Closed
QAM
3104
Questar Asset Management
Minnesota
-$924K -23,436 Closed
MWP
3105
Moller Wealth Partners
-$807K -21,532 Closed
FCM
3106
Fairbanks Capital Management
California
-$732K -18,552 Closed
CI
3107
CAZ Investments
Texas
-$716K -18,160 Closed
SC
3108
Stralem & Co
New York
-$694K -17,600 Closed
TFA
3109
Transamerica Financial Advisors
Florida
-$690K -17,496 Closed
CCP
3110
Clough Capital Partners
Massachusetts
-$664K -16,836 Closed
LWM
3111
Lyons Wealth Management
Florida
-$635K -16,104 Closed
ICM
3112
Ionic Capital Management
New York
-$631K -16,000 Closed
MWVC
3113
Morgens Waterfall Vintiadis & Co
New York
-$631K -16,000 Closed
AR
3114
Advisory Research
Illinois
-$571K -14,492 Closed
BWM
3115
Biltmore Wealth Management
Arizona
-$529K -13,416 Closed
BCM
3116
BBT Capital Management
Texas
-$527K -13,352 Closed
UFM
3117
Ursa Fund Management
California
-$521K -13,200 Closed
PFM
3118
Probabilities Fund Management
New York
-$475K -12,056 Closed
TCS
3119
Texas Children's
Texas
-$434K -11,000 Closed
GCP
3120
GSA Capital Partners
United Kingdom
-$381K -9,664 Closed
SCG
3121
Saban Capital Group
California
-$360K -9,120 Closed
CPA
3122
Cowen Prime Advisors
New York
-$354K -8,980 Closed
GP
3123
Geneva Partners
Wisconsin
-$348K -8,824 Closed
NFA
3124
Nuveen Fund Advisors
Illinois
-$326K -8,256 Closed
TH
3125
Timber Hill
Connecticut
-$308K -7,820 Closed

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.