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
CMI
1076
Clare Market Investments
Texas
$11.4M +$685K +16,152 +7%
Holocene Advisors
1077
Holocene Advisors
New York
$11.4M +$10.2M +240,636 New
NFC
1078
Northeast Financial Consultants
Connecticut
$11.4M +$160K +3,776 +2%
PC
1079
Pecaut & Co
Iowa
$11.4M +$293K +6,900 +3%
GWS
1080
Glassman Wealth Services
Virginia
$11.4M +$291K +6,864 +3%
JFA
1081
Johanson Financial Advisors
California
$11.3M -$44.5K -1,048 -0.4%
WAS
1082
Winch Advisory Services
Wisconsin
$11.3M +$145K +3,416 +1%
APG
1083
Abacus Planning Group
South Carolina
$11.2M +$38.3K +904 +0.4%
OIA
1084
OneDigital Investment Advisors
Kansas
$11.2M +$450K +10,600 +5%
MIP
1085
Marietta Investment Partners
Wisconsin
$11.2M +$23.1K +544 +0.2%
GAB
1086
German American Bancorp
Indiana
$11.2M +$220K +5,192 +2%
GJCM
1087
Grand Jean Capital Management
California
$11.2M -$563K -13,272 -5%
CAM
1088
Claret Asset Management
Quebec, Canada
$11.2M -$38.2K -900 -0.4%
RC
1089
RBO & Co
California
$11.2M -$181K -4,260 -2%
NC
1090
NBW Capital
Massachusetts
$11.2M -$303K -7,148 -3%
BP
1091
BBR Partners
New York
$11.1M +$16.1K +380 +0.2%
MSR
1092
Main Street Research
Connecticut
$11.1M -$17.1K -404 -0.2%
TCOT
1093
Trust Company of Toledo
Ohio
$11M +$205K +4,832 +2%
BFA
1094
Bragg Financial Advisors
North Carolina
$11M +$221K +5,216 +2%
NAMP
1095
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11M -$547K -12,900 -5%
AC
1096
Avestar Capital
New York
$11M +$23.1K +544 +0.2%
DWM
1097
Dakota Wealth Management
Florida
$11M +$1.98M +46,732 +25%
TI
1098
Trexquant Investment
Connecticut
$11M +$3.53M +83,292 +56%
HIC
1099
Harbor Island Capital
Massachusetts
$11M
AC
1100
Abbrea Capital
California
$10.9M +$632K +14,900 +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.