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
IIC
1351
Ironwood Investment Counsel
Arizona
$7.73M +$3.73K +88 +0.1%
NAM
1352
NTV Asset Management
West Virginia
$7.72M +$1.09M +25,600 +19%
SFSIG
1353
San Francisco Sentry Investment Group
California
$7.72M -$2.89M -68,116 -30%
HBT
1354
Hills Bank & Trust
Iowa
$7.71M +$195K +4,600 +3%
TWM
1355
Torch Wealth Management
Ohio
$7.71M -$90.8K -2,140 -1%
MCG
1356
McCollum Christoferson Group
New York
$7.68M +$199K +4,684 +3%
SGAM
1357
Steinberg Global Asset Management
Florida
$7.68M +$426K +10,036 +7%
AT
1358
Arden Trust
Delaware
$7.67M -$65.5K -1,544 -0.9%
CS
1359
Comerica Securities
Michigan
$7.65M +$270K +6,364 +4%
AWM
1360
Altavista Wealth Management
North Carolina
$7.63M +$14.8K +348 +0.2%
IB
1361
Intrust Bank
Kansas
$7.61M -$88.9K -2,096 -1%
CG
1362
CFO4Life Group
Texas
$7.61M -$898K -21,172 -12%
RWM
1363
Rench Wealth Management
Texas
$7.61M -$111K -2,608 -2%
BCWM
1364
Blue Chip Wealth Management
Florida
$7.6M -$103K -2,432 -1%
SCM
1365
Sitrin Capital Management
California
$7.6M +$113K +2,672 +2%
EP
1366
Edgestream Partners
New Jersey
$7.6M -$2.6M -61,280 -28%
Capital Fund Management (CFM)
1367
Capital Fund Management (CFM)
France
$7.6M -$35.4M -835,420 -84%
SI
1368
SCP Investment
California
$7.6M -$6.79M -160,000 -50%
CCP
1369
Corient Capital Partners
California
$7.59M +$1.61M +38,072 +31%
SMC
1370
Smith, Moore & Co
Missouri
$7.59M +$534K +12,600 +9%
MWM
1371
Meridian Wealth Management
Kentucky
$7.55M +$2.87M +67,732 +74%
TPWA
1372
TRUE Private Wealth Advisors
Oregon
$7.53M -$2.52M -59,504 -27%
LWANC
1373
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.53M +$8.14K +192 +0.1%
MC
1374
Maverick Capital
Texas
$7.52M -$333K -7,840 -5%
GSWM
1375
Golden State Wealth Management
California
$7.51M +$6.7M +158,072 New

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.