We are live on ! Find out more

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
GP
626
Girard Partners
Pennsylvania
$27M -$794K -16,296 -3%
JIR
627
James Investment Research
Ohio
$27M +$276K +5,656 +1%
TBA
628
Tower Bridge Advisors
Pennsylvania
$27M +$290K +5,952 +1%
BAC
629
Boys Arnold & Co
North Carolina
$26.9M -$173K -3,548 -0.6%
WBG
630
Wharton Business Group
Pennsylvania
$26.9M -$5.49M -112,612 -17%
ACP
631
Aviance Capital Partners
Florida
$26.8M -$15.7M -321,884 -37%
LWCA
632
Locust Wood Capital Advisers
New York
$26.8M -$10.2M -209,340 -28%
MCM
633
Manchester Capital Management
Vermont
$26.7M +$10.6M +216,836 +67%
BRA
634
Bender Robert & Associates
California
$26.7M -$208K -4,260 -0.8%
CAMG
635
CWA Asset Management Group
Florida
$26.5M +$870K +17,856 +3%
BSW
636
Buckingham Strategic Wealth
Missouri
$26.5M +$2.61M +53,484 +11%
CAM
637
Capco Asset Management
Florida
$26.3M +$150K +3,088 +0.6%
VWM
638
Valley Wealth Managers
New Jersey
$26.2M -$820K -16,836 -3%
TAM
639
Taurus Asset Management
New York
$26.1M -$265K -5,448 -1%
ZIC
640
ZWJ Investment Counsel
Georgia
$26.1M +$131K +2,688 +0.5%
ASN
641
Advisory Services Network
Georgia
$26.1M +$1.48M +30,296 +6%
SEIA
642
Signature Estate & Investment Advisors
California
$26M -$1.58M -32,368 -6%
PNAA
643
Pictet North America Advisors
Switzerland
$25.9M +$813K +16,680 +3%
HA
644
Halsey Associates
Connecticut
$25.9M -$1.13M -23,140 -4%
LDB
645
Lee, Danner & Bass
Tennessee
$25.9M -$259K -5,320 -1%
OAM
646
Oppenheimer Asset Management
New York
$25.8M +$932K +19,136 +4%
LRPA
647
L. Roy Papp & Associates
Arizona
$25.7M +$378K +7,760 +2%
ELC
648
Edgar Lomax Company
Virginia
$25.7M -$390K -8,000 -2%
AAM
649
AO Asset Management
New York
$25.5M
TCM
650
Traynor Capital Management
Pennsylvania
$25.4M -$2.23M -45,748 -8%

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.