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
PAM
876
Private Asset Management
California
$16.2M -$345K -7,084 -2%
KPW
877
Kore Private Wealth
New York
$16.1M -$107K -2,188 -0.7%
NFC
878
Northeast Financial Consultants
Connecticut
$16.1M +$4.11M +84,344 +35%
IWM
879
IHT Wealth Management
Illinois
$16M +$634K +13,012 +4%
BIM
880
Bridgecreek Investment Management
Oklahoma
$16M -$163K -3,340 -1%
BOH
881
Bank of Hawaii
Hawaii
$15.9M -$178K -3,660 -1%
RWP
882
RWA Wealth Partners
Massachusetts
$15.9M -$91K -1,868 -0.6%
GMI
883
Greystone Managed Investments
Saskatchewan, Canada
$15.9M -$4.89M -100,460 -24%
RM
884
Resource Management
Louisiana
$15.8M +$1.23M +25,328 +9%
BPM
885
Bowling Portfolio Management
Ohio
$15.8M -$3.17M -65,116 -17%
FHB
886
First Hawaiian Bank
Hawaii
$15.8M +$483K +9,908 +3%
JA
887
JLB & Associates
Michigan
$15.8M +$359K +7,360 +2%
OAM
888
Origin Asset Management
United Kingdom
$15.8M -$10.6M -218,548 -41%
MCM
889
Mengis Capital Management
Oregon
$15.7M +$7.48M +153,432 +93%
ECM
890
Estabrook Capital Management
New York
$15.7M -$202K -4,136 -1%
RCM
891
Riverpark Capital Management
New York
$15.7M -$3.79M -77,732 -20%
SCA
892
Snowden Capital Advisors
New York
$15.6M +$228K +4,680 +2%
WTB
893
Washington Trust Bank
Washington
$15.6M -$422K -8,652 -3%
IRF
894
IBM Retirement Fund
New York
$15.6M -$198K -4,060 -1%
MERSOM
895
Municipal Employees' Retirement System of Michigan
Michigan
$15.6M +$581K +11,920 +4%
CBTWT
896
Community Bank & Trust (Waco, Texas)
Texas
$15.5M -$90K -1,848 -0.6%
AIA
897
Affinity Investment Advisors
California
$15.5M -$1.83M -37,496 -11%
MFAM
898
Motley Fool Asset Management
Virginia
$15.4M +$599K +12,300 +4%
PWAP
899
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$15.4M +$106K +2,172 +0.7%
AAM
900
AR Asset Management
California
$15.4M -$175K -3,600 -1%

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.