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
BOS
1101
Bingham Osborn & Scarborough
California
$10.9M -$756K -17,824 -7%
PCG
1102
Private Capital Group
Connecticut
$10.9M +$147K +3,468 +2%
AI
1103
Accredited Investors
Minnesota
$10.9M +$83.6K +1,972 +0.9%
BP
1104
Ballentine Partners
Massachusetts
$10.8M -$85K -2,004 -0.9%
JPMIA
1105
J.P. Marvel Investment Advisors
Massachusetts
$10.8M +$195K +4,600 +2%
OCM
1106
Oakwood Capital Management
California
$10.8M +$204K +4,820 +2%
TW
1107
TrinityPoint Wealth
Connecticut
$10.8M +$973K +22,948 +11%
TCM
1108
Telos Capital Management
California
$10.7M +$160K +3,772 +2%
DLCIG
1109
D.L. Carlson Investment Group
New Hampshire
$10.7M -$559K -13,188 -6%
PIM
1110
Penobscot Investment Management
Massachusetts
$10.7M -$47.5K -1,120 -0.5%
NGM
1111
North Growth Management
British Columbia, Canada
$10.7M -$6.45M -152,000 -40%
JAM
1112
JCIC Asset Management
Ontario, Canada
$10.7M -$7.3K -172 -0.1%
PTB
1113
Pioneer Trust Bank
Oregon
$10.7M +$85.3K +2,012 +0.9%
FBC
1114
Fairfield, Bush & Co
Connecticut
$10.7M -$1.81M -42,780 -16%
CFGS
1115
Concourse Financial Group Securities
Alabama
$10.7M +$547K +12,900 +6%
CCM
1116
Chickasaw Capital Management
Tennessee
$10.7M -$73.8K -1,740 -0.8%
SDWIA
1117
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$10.7M +$2.69M +63,452 +39%
CCM
1118
Campbell Capital Management
Florida
$10.7M -$50.9K -1,200 -0.5%
NIM
1119
Nicollet Investment Management
Minnesota
$10.6M -$263K -6,208 -3%
VAS
1120
Valicenti Advisory Services
New York
$10.6M +$25.8K +608 +0.3%
CNBT
1121
Canandaigua National Bank & Trust
New York
$10.6M +$61.8K +1,456 +0.7%
GI
1122
GAMCO Investors
Connecticut
$10.6M +$1.27M +29,848 +15%
RGI
1123
River Global Investors
United Kingdom
$10.6M +$3.64M +85,920 +63%
PFO
1124
Pathstone Family Office
New Jersey
$10.6M +$6.41M +151,164 +212%
HI
1125
Hendershot Investments
Virginia
$10.5M +$185K +4,356 +2%

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.