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
CWM
651
Calamos Wealth Management
Illinois
$25.4M -$212K -4,360 -0.8%
CTA
652
Colonial Trust Advisors
South Carolina
$25.4M -$27.9K -572 -0.1%
HIM
653
Hillhouse Investment Management
Cayman Islands
$25.3M
OWD
654
Osborn Williams & Donohoe
Ohio
$25.2M +$384K +7,876 +2%
FCBT
655
First Citizens Bank & Trust
North Carolina
$25.2M -$287K -5,896 -1%
OGC
656
Oak Grove Capital
New Hampshire
$25.2M -$543K -11,152 -2%
VHAM
657
Van Hulzen Asset Management
California
$25.2M +$787K +16,152 +3%
CAM
658
Carret Asset Management
New York
$25M +$285K +5,844 +1%
ARTA
659
A.R.T. Advisors
New York
$25M +$13.9M +286,000 +131%
CK
660
Cohen Klingenstein
New York
$25M +$9.55M +196,000 +64%
NA
661
NewEdge Advisors
Louisiana
$24.9M +$138K +2,824 +0.6%
ACA
662
Anchor Capital Advisors
Massachusetts
$24.9M -$123K -2,520 -0.5%
DDPIC
663
Deroy & Devereaux Private Investment Counsel
Michigan
$24.9M -$6.23M -127,796 -20%
PFPT
664
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.8M +$545K +11,184 +2%
AW
665
ACG Wealth
Georgia
$24.8M -$324K -6,640 -1%
BDS
666
Banco de Sabadell
Florida
$24.7M -$2.97M -60,984 -11%
YIA
667
YHB Investment Advisors
Connecticut
$24.7M -$820K -16,828 -3%
DY
668
Dowling & Yahnke
California
$24.6M +$24.3M +498,156 New
GC
669
Grimes & Company
Massachusetts
$24.6M +$149K +3,060 +0.6%
MC
670
Middleton & Co
Massachusetts
$24.6M -$628K -12,892 -3%
EAM
671
Evanson Asset Management
California
$24.5M -$380K -7,792 -2%
HR
672
Howe & Rusling
New York
$24.5M +$69.4K +1,424 +0.3%
WG
673
Winton Group
United Kingdom
$24.5M -$5.92M -121,428 -20%
FWM
674
Frontier Wealth Management
Missouri
$24.4M -$383K -7,860 -2%
ACM
675
Advisors Capital Management
New Jersey
$24.3M +$3.87M +79,360 +19%

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.