We are live on ! Find out more

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
RIM
1626
Reliant Investment Management
Tennessee
$5.47M -$187K -3,840 -3%
AIIMS
1627
Analyst IMS Investment Management Services
Israel
$5.47M +$9.16K +188 +0.2%
PAM
1628
Pegasus Asset Management
New York
$5.47M +$56.1K +1,152 +1%
GD
1629
Grandfield & Dodd
New York
$5.47M +$585 +12 +0%
CFG
1630
Cooper Financial Group
California
$5.47M +$428K +8,792 +9%
BG
1631
Bollard Group
Massachusetts
$5.47M +$3.9K +80 +0.1%
BCM
1632
Breiter Capital Management
Florida
$5.46M +$871K +17,868 +19%
AM
1633
Atwater Malick
Pennsylvania
$5.45M -$975 -20 -0%
MVA
1634
Mount Vernon Associates
Maryland
$5.44M -$226K -4,640 -4%
MPAM
1635
Murphy Pohlad Asset Management
Minnesota
$5.43M -$263K -5,400 -5%
PFGIA
1636
Patriot Financial Group Insurance Agency
Massachusetts
$5.43M +$76.2K +1,564 +1%
NHC
1637
Nicholas Hoffman & Company
Georgia
$5.43M -$67.8K -1,392 -1%
EIP
1638
Ellis Investment Partners
Pennsylvania
$5.42M -$94.1K -1,932 -2%
CAC
1639
Certified Advisory Corp
Florida
$5.41M -$168K -3,440 -3%
RFWA
1640
RPg Family Wealth Advisory
Massachusetts
$5.41M -$2.37M -48,564 -31%
BAM
1641
Brave Asset Management
New Jersey
$5.4M -$79.9K -1,640 -1%
SAM
1642
Sandell Asset Management
New York
$5.4M
HCA
1643
Horan Capital Advisors
Ohio
$5.4M -$153K -3,132 -3%
FMB
1644
Field & Main Bank
Kentucky
$5.39M -$34.5K -708 -0.6%
AC
1645
Arjuna Capital
North Carolina
$5.38M +$236K +4,836 +5%
TWM
1646
TLW Wealth Management
Florida
$5.37M -$1.15M -23,684 -18%
MC
1647
Martin Currie
United Kingdom
$5.32M -$12.9M -264,836 -71%
CWM
1648
Circle Wealth Management
New Jersey
$5.31M +$69.4K +1,424 +1%
SGI
1649
Summit Global Investments
Utah
$5.31M -$1.38M -28,240 -21%
BCP
1650
Blue Chip Partners
Michigan
$5.31M -$76.6K -1,572 -1%

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.