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
IG
726
ING Group
Netherlands
$21.5M -$303M -7,144,712 -94%
GCC
727
Guardian Capital (Canada)
Ontario, Canada
$21.5M -$923K -21,756 -5%
BIAS
728
Beacon Investment Advisory Services
New Jersey
$21.4M -$1.12M -26,376 -6%
RIM
729
Rampart Investment Management
Connecticut
$21.3M +$11.4M +269,188 +150%
BCAM
730
Boston Common Asset Management
Massachusetts
$21.3M -$2.65M -62,372 -12%
BST
731
Bath Savings Trust
Maine
$21.3M +$1.02M +23,976 +6%
DA
732
Dillon & Associates
Michigan
$21.3M -$56.8K -1,340 -0.3%
AI
733
Axiom Investors
Connecticut
$21.2M -$22.7M -533,992 -54%
MIM
734
Marco Investment Management
Georgia
$21.2M -$1.15M -27,012 -6%
MAFM
735
Mid Atlantic Financial Management
Pennsylvania
$21.1M +$656K +15,460 +4%
LFAS
736
Level Four Advisory Services
Texas
$21.1M +$19K +448 +0.1%
CL
737
CPWM LLC
Washington
$21.1M -$999K -23,540 -5%
CIS
738
Connors Investor Services
Pennsylvania
$21.1M +$391K +9,208 +2%
KA
739
Kovack Advisors
Florida
$21M -$67.5K -1,592 -0.4%
MIM
740
Martin Investment Management
Florida
$21M -$13.7K -324 -0.1%
SFI
741
Susquehanna Fundamental Investments
Pennsylvania
$20.9M +$18.7M +440,000 New
WSTAM
742
Wilbanks Smith & Thomas Asset Management
Virginia
$20.9M +$513K +12,100 +3%
AL
743
Aspiriant LLC
California
$20.9M +$317K +7,472 +2%
VC
744
Vestor Capital
Illinois
$20.9M +$960K +22,640 +5%
LBC
745
Lowe Brockenbrough & Co
Virginia
$20.8M +$405K +9,552 +2%
FHA
746
First Horizon Advisors
Tennessee
$20.8M +$105K +2,468 +0.6%
GA
747
GFS Advisors
Texas
$20.8M +$2.91M +68,688 +19%
CIA
748
Choate Investment Advisors
Massachusetts
$20.6M +$3.52M +83,096 +24%
DBT
749
Dubuque Bank & Trust
Iowa
$20.5M +$1.48M +34,884 +9%
CA
750
Callahan Advisors
Texas
$20.4M +$120K +2,824 +0.7%

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.