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
PPCM
801
Pillar Pacific Capital Management
California
$18.5M -$437K -10,296 -3%
SCI
802
S&CO Inc
Massachusetts
$18.4M +$9.5K +224 +0.1%
Jones Financial Companies
803
Jones Financial Companies
Missouri
$18.4M +$238K +5,616 +1%
MHIC
804
Marble Harbor Investment Counsel
Massachusetts
$18.4M -$81.4K -1,920 -0.5%
NAM
805
North American Management
Massachusetts
$18.4M -$217K -5,112 -1%
MIA
806
MainStreet Investment Advisors
Illinois
$18.3M +$957K +22,556 +6%
ACM
807
Academy Capital Management
Texas
$18.3M +$5.71M +134,564 +54%
RFA
808
Reilly Financial Advisors
California
$18.3M -$176K -4,156 -1%
LCM
809
Lionstone Capital Management
New York
$18.3M
BPM
810
Bowling Portfolio Management
Ohio
$18.3M -$337K -7,940 -2%
JIC
811
Joel Isaacson & Co
New York
$18.3M +$734K +17,308 +5%
PFA
812
Paradigm Financial Advisors
Missouri
$18.2M -$28.2K -664 -0.2%
MBI
813
Montrusco Bolton Investments
Quebec, Canada
$18.2M -$1.36M -32,128 -8%
KAS
814
Kemnay Advisory Services
New York
$18.2M +$9.65M +227,396 +147%
HB
815
Homrich & Berg
Georgia
$18.1M +$271K +6,384 +2%
CDH
816
Charles D. Hyman
$18.1M +$349K +8,228 +2%
GIA
817
Granite Investment Advisors
New Hampshire
$18.1M -$263K -6,200 -2%
BAAM
818
Baker Avenue Asset Management
California
$18M +$52.1K +1,228 +0.3%
WAM
819
Winslow Asset Management
Ohio
$18M -$381K -8,984 -2%
AP
820
Archon Partners
New Jersey
$17.9M
MCM
821
McKinley Capital Management
Alaska
$17.9M -$1.67M -39,324 -9%
BFC
822
Blue Fin Capital
Rhode Island
$17.9M -$59.2K -1,396 -0.4%
CB
823
Chemical Bank
Michigan
$17.9M +$586K +13,816 +4%
CCG
824
Ceeto Capital Group
Florida
$17.9M +$42.4K +1,000 +0.3%
BPA
825
Beacon Pointe Advisors
California
$17.9M +$4.17M +98,228 +35%

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.