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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
OWA
1201
One Wealth Advisors
California
$9.72M +$8.04M +164,976 +523%
VW
1202
Vantage Wealth
California
$9.71M +$36.4K +748 +0.4%
6M
1203
6 Meridian
Kansas
$9.68M -$91K -1,868 -0.9%
HAIM
1204
Hunter Associates Investment Management
Pennsylvania
$9.68M -$166K -3,400 -2%
SCA
1205
Sage Capital Advisors
South Dakota
$9.67M +$1.56K +32 +0%
JWM
1206
JGP Wealth Management
Oregon
$9.66M +$174K +3,576 +2%
SC
1207
Savant Capital
Illinois
$9.62M -$105K -2,164 -1%
PT
1208
Plimoth Trust
Massachusetts
$9.62M -$274K -5,620 -3%
FRA
1209
Front Row Advisors
California
$9.62M -$111K -2,280 -1%
RCP
1210
Rothschild Capital Partners
New York
$9.6M -$30K -616 -0.3%
HC
1211
Hourglass Capital
Texas
$9.57M -$125K -2,556 -1%
HA
1212
Hamel Associates
New Jersey
$9.57M +$27.7K +568 +0.3%
SCM
1213
Sterneck Capital Management
Missouri
$9.53M -$33.5K -688 -0.4%
RP
1214
Rowlandmiller & Partners
Georgia
$9.52M +$32.5K +668 +0.3%
GG
1215
Greenwood Gearhart
Arkansas
$9.52M +$788K +16,172 +9%
WPC
1216
Waters Parkerson & Co
Louisiana
$9.52M +$317K +6,516 +4%
GCM
1217
Gibraltar Capital Management
Oklahoma
$9.51M +$592K +12,144 +7%
FANJ
1218
Financial Architects (New Jersey)
New Jersey
$9.51M -$408K -8,380 -4%
BCB
1219
Brian C. Broderick
$9.49M -$12.7K -260 -0.1%
RIA
1220
RPG Investment Advisory
California
$9.49M -$98.2K -2,016 -1%
RCM
1221
RB Capital Management
Nevada
$9.47M +$300K +6,164 +3%
RCAG
1222
Rehmann Capital Advisory Group
Michigan
$9.44M +$510K +10,464 +6%
FIM
1223
Freedom Investment Management
Connecticut
$9.41M +$462K +9,476 +5%
FMWA
1224
Forvis Mazars Wealth Advisors
Missouri
$9.4M -$371K -7,624 -4%
UAS
1225
United Asset Strategies
New York
$9.4M -$248K -5,084 -3%

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.