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
TNB
751
Thomasville National Bank
Georgia
$20.3M +$679K +15,996 +4%
VFA
752
Voya Financial Advisors
Connecticut
$20.3M +$199K +4,696 +1%
LNC
753
Lincoln National Corp
Pennsylvania
$20.3M +$1.52M +35,780 +9%
AF
754
Alerus Financial
North Dakota
$20.2M -$335K -7,908 -2%
BUB
755
BBVA USA Bancshares
Texas
$20.2M -$55.8K -1,316 -0.3%
BFA
756
Beaumont Financial Advisors
Massachusetts
$20.2M +$1.38M +32,588 +8%
TYCC
757
Texas Yale Capital Corp
Florida
$20.1M +$9.12M +215,004 +103%
GMI
758
Greystone Managed Investments
Saskatchewan, Canada
$20.1M -$1.26M -29,704 -7%
SWM
759
SVA Wealth Management
Wisconsin
$20M -$114K -2,676 -0.6%
CNAM
760
Campbell Newman Asset Management
Wisconsin
$20M -$5.17M -121,908 -22%
JWBC
761
J.W. Burns & Co
New York
$20M +$40.4K +952 +0.2%
LG
762
LaFleur & Godfrey
Michigan
$20M -$36K -848 -0.2%
TA
763
Tiedemann Advisors
New York
$19.9M +$166K +3,912 +0.9%
VCM
764
Violich Capital Management
California
$19.9M -$110K -2,604 -0.6%
GIM
765
Grassi Investment Management
California
$19.9M -$3.39K -80 -0%
EAM
766
Erste Asset Management
Austria
$19.9M +$1.5M +35,272 +9%
KFS
767
Kurt F. Somerville
$19.9M +$405K +9,544 +2%
CFA
768
Carroll Financial Associates
North Carolina
$19.8M -$320K -7,544 -2%
BIC
769
Beach Investment Counsel
Pennsylvania
$19.8M +$2M +47,240 +13%
CIA
770
CCM Investment Advisers
South Carolina
$19.8M -$1.37M -32,344 -7%
MWM
771
Mission Wealth Management
California
$19.8M -$718K -16,924 -4%
ACM
772
Advisors Capital Management
New Jersey
$19.7M -$507K -11,964 -3%
LWAC
773
Laurel Wealth Advisors (California)
California
$19.6M -$1.7M -40,004 -9%
BC
774
Brinker Capital
Pennsylvania
$19.6M +$256K +6,028 +1%
JC
775
Jacobs & Co
California
$19.6M +$699K +16,488 +4%

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.