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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
BIA
676
Biondo Investment Advisors
Pennsylvania
$24.3M -$791K -16,240 -3%
FB
677
Fulton Bank
Pennsylvania
$24.3M +$13.1K +268 +0.1%
WIC
678
Willis Investment Counsel
Georgia
$24.3M
ECM
679
Evergreen Capital Management
Washington
$24.3M +$1.15M +23,588 +5%
OIA
680
OneDigital Investment Advisors
Kansas
$24.1M +$12.3M +252,516 +107%
HJGA
681
Hardman Johnston Global Advisors
Connecticut
$24.1M -$68.2K -1,400 -0.3%
PFS
682
Prospera Financial Services
Texas
$24M +$23.2M +476,840 New
HA
683
H2O AM
United Kingdom
$23.9M +$21M +430,688 New
RIL
684
Rothschild Investment LLC
Illinois
$23.9M -$2.13M -43,696 -8%
HTHT
685
Hemenway Trust Hemenway Trust
New Hampshire
$23.9M -$38.4K -788 -0.2%
VCM
686
Vigilant Capital Management
Maine
$23.9M -$1.26M -25,872 -5%
PWM
687
Perigon Wealth Management
California
$23.9M +$791K +16,240 +3%
CTA
688
Chesley Taft & Associates
Illinois
$23.8M +$559K +11,464 +2%
ALAM
689
Asahi Life Asset Management
Japan
$23.8M -$6.13M -125,716 -21%
VC
690
Vestor Capital
Illinois
$23.8M +$2.03M +41,612 +9%
M2MC
691
Matthew 25 Management Corp
Pennsylvania
$23.8M
PA
692
Parallel Advisors
California
$23.7M -$1.89M -38,832 -7%
KB
693
Kimelman & Baird
New York
$23.7M -$28.3K -580 -0.1%
BA
694
Birinyi Associates
Connecticut
$23.7M -$32K -656 -0.1%
Rockefeller Capital Management
695
Rockefeller Capital Management
New York
$23.7M -$147M -3,016,864 -86%
BWP
696
Baldwin Wealth Partners
Massachusetts
$23.7M -$1.39M -28,480 -6%
SCA
697
Stonebridge Capital Advisors
Minnesota
$23.5M -$1.12M -23,056 -5%
QIM
698
Quest Investment Management
Oregon
$23.5M -$282K -5,780 -1%
TSW
699
Thompson Siegel & Walmsley
Virginia
$23.5M -$126K -2,584 -0.5%
ICP
700
Ironvine Capital Partners
Nebraska
$23.5M -$469K -9,616 -2%

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.