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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
NG
1051
NatWest Group
United Kingdom
$12M +$3.8M +78,000 +47%
RL
1052
Ruffer LLP
United Kingdom
$12M -$4.73M -97,116 -29%
DWM
1053
Doyle Wealth Management
Florida
$12M -$85.6K -1,756 -0.7%
AAM
1054
Augustine Asset Management
Florida
$12M -$37.4K -768 -0.3%
SS
1055
Simplicity Solutions
Minnesota
$11.9M -$23.5M -482,016 -67%
NL
1056
NWAM LLC
Washington
$11.9M -$662K -13,588 -5%
WA
1057
WP Advisors
California
$11.9M -$131K -2,684 -1%
RIM
1058
Regent Investment Management
Kentucky
$11.9M -$90.2K -1,852 -0.8%
PIMJS
1059
PKO Investment Management Joint-Stock
Poland
$11.9M -$5.16M -105,900 -31%
KFP
1060
KMG Fiduciary Partners
Ohio
$11.8M -$953K -19,560 -8%
MAM
1061
Mark Asset Management
New York
$11.8M -$2.04M -41,856 -15%
UR
1062
USCA RIA
Texas
$11.7M -$833K -17,104 -7%
TW
1063
TrinityPoint Wealth
Connecticut
$11.7M -$106K -2,184 -1%
RPA
1064
Rock Point Advisors
Vermont
$11.7M -$1.38M -28,304 -11%
AC
1065
Abbrea Capital
California
$11.7M +$271K +5,560 +2%
AWA
1066
ARS Wealth Advisors
Florida
$11.6M -$532K -10,928 -4%
PC
1067
Pecaut & Co
Iowa
$11.6M -$204K -4,184 -2%
MC
1068
Maverick Capital
Texas
$11.6M +$3.72M +76,440 +48%
JFA
1069
Johanson Financial Advisors
California
$11.6M -$196K -4,024 -2%
CG
1070
Cutler Group
California
$11.6M -$8.18M -167,948 -42%
WIS
1071
Wright Investors Service
Connecticut
$11.5M +$1.04M +21,332 +10%
BOS
1072
Bingham Osborn & Scarborough
California
$11.5M +$167K +3,436 +1%
DWM
1073
Dakota Wealth Management
Florida
$11.5M +$62.2K +1,276 +0.6%
BFA
1074
Bragg Financial Advisors
North Carolina
$11.5M -$25.3K -520 -0.2%
HIC
1075
Harbor Island Capital
Massachusetts
$11.4M

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.