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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
SCM
1476
SOL Capital Management
Maryland
$6.79M -$287K -5,900 -4%
ATIA
1477
American Trust Investment Advisors
New Hampshire
$6.76M -$64.7K -1,328 -1%
NME
1478
Notis-McConarty Edward
$6.75M -$42.7K -876 -0.6%
EAM
1479
EULAV Asset Management
Florida
$6.73M -$195K -4,000 -3%
LC
1480
Lindbrook Capital
California
$6.72M +$93.9K +1,928 +1%
CWG
1481
Cornerstone Wealth Group
North Carolina
$6.72M -$70.4K -1,444 -1%
CFG
1482
Cambridge Financial Group
Ohio
$6.71M -$29.2K -600 -0.4%
WC
1483
Weil Company
California
$6.71M -$126K -2,580 -2%
PMFA
1484
Plante Moran Financial Advisors
Michigan
$6.7M +$460K +9,436 +7%
VSWA
1485
Vontobel Swiss Wealth Advisors
Switzerland
$6.69M +$2.95M +60,592 +81%
IDA
1486
Intelligence Driven Advisers
California
$6.67M -$134K -2,744 -2%
DA
1487
Duality Advisers
Florida
$6.67M +$4.35M +89,360 +197%
MAA
1488
Matrix Asset Advisors
New York
$6.66M -$577K -11,832 -8%
JIC
1489
JRM Investment Counsel
Nebraska
$6.66M +$58.7K +1,204 +0.9%
MCA
1490
Morris Capital Advisors
Pennsylvania
$6.63M -$780K -16,000 -11%
LCM
1491
Liberty Capital Management
Michigan
$6.61M +$264K +5,412 +4%
CBFP
1492
Cedar Brook Financial Partners
Ohio
$6.57M +$90.8K +1,864 +1%
HW
1493
Hamilton Wealth
California
$6.57M -$832K -17,076 -11%
LBC
1494
Lawrence B. Cohen
$6.57M -$21.4K -440 -0.3%
GIM
1495
Guardian Investment Management
California
$6.56M -$94.3K -1,936 -1%
WF
1496
WoodTrust Financial
Wisconsin
$6.56M +$145K +2,976 +2%
GC
1497
Gruss & Co
Florida
$6.56M -$643K -13,200 -9%
HTI
1498
Hikari Tsushin Inc
Japan
$6.56M
IWA
1499
IBEX Wealth Advisors
New Jersey
$6.56M +$1.23M +25,280 +24%
PA
1500
Perennial Advisors
New York
$6.55M -$141K -2,892 -2%

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.