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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
GIA
1201
GHP Investment Advisors
Colorado
$9.45M +$85.7K +2,020 +1%
HAIM
1202
Hunter Associates Investment Management
Pennsylvania
$9.45M +$870K +20,500 +11%
MGI
1203
MayTech Global Investments
New York
$9.43M -$46.7K -1,100 -0.6%
BCMNY
1204
Buckingham Capital Management (New York)
New York
$9.42M -$1.7M -40,000 -17%
BWP
1205
Bernardo Wealth Planning
Pennsylvania
$9.41M +$723K +17,052 +9%
NFGCM
1206
Norman Fields Gottscho Capital Management
New York
$9.4M +$1.02M +24,116 +14%
FMWA
1207
Forvis Mazars Wealth Advisors
Missouri
$9.39M +$335K +7,896 +4%
6M
1208
6 Meridian
Kansas
$9.38M +$8.38M +197,532 New
PL
1209
PWMCO LLC
Illinois
$9.37M +$8.37M +197,380 New
CCC
1210
Chelsea Counsel Company
California
$9.36M -$129K -3,044 -2%
FRA
1211
Front Row Advisors
California
$9.34M +$16.8K +396 +0.2%
SC
1212
Savant Capital
Illinois
$9.34M +$43.8K +1,032 +0.5%
HC
1213
Hourglass Capital
Texas
$9.31M -$206K -4,852 -2%
VW
1214
Vantage Wealth
California
$9.28M +$108K +2,540 +1%
SAM
1215
Sompo Asset Management
Japan
$9.27M -$899K -21,200 -10%
MCM
1216
Mitchell Capital Management
Kansas
$9.26M +$2.95M +69,544 +55%
UAS
1217
United Asset Strategies
New York
$9.26M -$39K -920 -0.5%
RCP
1218
Rothschild Capital Partners
New York
$9.24M -$42.9K -1,012 -0.5%
LSPW
1219
Lake Street Private Wealth
Illinois
$9.22M +$8.24M +194,244 New
JMFC
1220
J.M. Forbes & Co
Massachusetts
$9.22M +$71.4K +1,684 +0.9%
PWAG
1221
Polaris Wealth Advisory Group
California
$9.19M +$942K +22,204 +13%
NCM
1222
Northstar Capital Management
New York
$9.18M +$129K +3,044 +2%
SCM
1223
Sterneck Capital Management
Missouri
$9.18M -$535K -12,604 -6%
RIA
1224
RPG Investment Advisory
California
$9.16M +$109K +2,560 +1%
HA
1225
Hamel Associates
New Jersey
$9.16M +$216K +5,100 +3%

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.