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
AM
1651
Atwater Malick
Pennsylvania
$5.23M +$190K +4,488 +4%
CSA
1652
Cottage Street Advisors
Massachusetts
$5.22M -$339K -7,996 -7%
FMB
1653
Field & Main Bank
Kentucky
$5.21M +$4.65M +109,656 New
MC
1654
Martin & Co
Tennessee
$5.21M -$73.8K -1,740 -2%
PAM
1655
Pegasus Asset Management
New York
$5.2M +$99.1K +2,336 +2%
SAM
1656
Sandell Asset Management
New York
$5.18M -$882K -20,800 -16%
SS
1657
Sunbelt Securities
Texas
$5.17M -$174K -4,104 -4%
BCP
1658
Blue Chip Partners
Michigan
$5.17M -$128K -3,008 -3%
NF
1659
Nikulski Financial
Iowa
$5.16M -$185K -4,368 -4%
PP
1660
PagnatoKarp Partners
Virginia
$5.16M +$30.9K +728 +0.7%
JHCP
1661
Jackson Hole Capital Partners
Oklahoma
$5.15M +$28.8K +680 +0.6%
HFM
1662
Harvest Fund Management
China
$5.15M -$134K -3,168 -3%
GI
1663
GS Investments
Minnesota
$5.13M -$46.7K -1,100 -1%
CA
1664
Calton & Associates
Florida
$5.12M -$99.8K -2,352 -2%
NEPWA
1665
New England Private Wealth Advisors
Massachusetts
$5.11M +$74K +1,744 +2%
PBT
1666
Pictet Bank & Trust
Bahamas
$5.1M -$694K -16,360 -13%
IWA
1667
IBEX Wealth Advisors
New Jersey
$5.09M +$537K +12,656 +13%
KC
1668
Kingfisher Capital
North Carolina
$5.07M +$46.5K +1,096 +1%
BCM
1669
Brown Capital Management
Maryland
$5.03M +$89.6K +2,112 +2%
CWM
1670
Circle Wealth Management
New Jersey
$5.03M +$2.01M +47,472 +81%
CPC
1671
Congress Park Capital
New York
$5.03M +$53.6K +1,264 +1%
BCCM
1672
Bridge Creek Capital Management
Massachusetts
$5.02M +$317K +7,476 +8%
TL
1673
TrueWealth LLC
Georgia
$5.01M +$70.8K +1,668 +2%
PFGIA
1674
Patriot Financial Group Insurance Agency
Massachusetts
$5.01M +$701K +16,536 +19%
HCA
1675
Harbour Capital Advisors
Virginia
$5M -$7.63K -180 -0.2%

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.