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
CFG
1701
Cooper Financial Group
California
$4.83M +$396K +9,340 +10%
LJHT
1702
Laurie J. Hall Trustee
$4.83M +$24.1K +568 +0.6%
RMAM
1703
Raab & Moskowitz Asset Management
New Jersey
$4.82M -$77.5K -1,828 -2%
QPWM
1704
Quadrant Private Wealth Management
Pennsylvania
$4.81M +$26.8K +632 +0.6%
ANB
1705
Amarillo National Bank
Texas
$4.8M -$435K -10,252 -9%
CC
1706
Colrain Capital
Massachusetts
$4.77M +$373K +8,804 +10%
MGIA
1707
Moneta Group Investment Advisors
Missouri
$4.77M -$696K -16,412 -14%
BS
1708
Bessemer Securities
New York
$4.77M -$280K -6,612 -6%
NCGI
1709
Next Century Growth Investors
Minnesota
$4.76M +$681K +16,064 +19%
DMK
1710
David M. Knott
$4.76M
TCM
1711
Tegean Capital Management
New York
$4.75M +$4.24M +100,000 New
PCTC
1712
Perkins Coie Trust Company
Washington
$4.73M +$51.7K +1,220 +1%
CNC
1713
Citizens & Northern Corp
Pennsylvania
$4.73M +$162K +3,812 +4%
DI
1714
DFPG Investments
Utah
$4.72M +$378K +8,908 +10%
DBIA
1715
Dumont & Blake Investment Advisors
New Jersey
$4.72M -$3.9K -92 -0.1%
GIC
1716
Gantzert Investment Company
Illinois
$4.72M +$199K +4,700 +5%
CCA
1717
Clearwater Capital Advisors
Illinois
$4.69M -$52.1K -1,228 -1%
FVSAZ
1718
Flossbach von Storch AG Zurich
Switzerland
$4.69M +$1.37M +32,400 +49%
MOS
1719
MGO One Seven
Ohio
$4.68M +$122K +2,880 +3%
BWM
1720
BT Wealth Management
Georgia
$4.68M +$2.39M +56,252 +133%
CPA
1721
Clear Perspective Advisors
Illinois
$4.67M +$763K +17,996 +24%
WG
1722
Welch Group
Alabama
$4.67M +$94.7K +2,232 +2%
SBWM
1723
Sunflower Bank Wealth Management
Arizona
$4.66M -$119K -2,800 -3%
BOS
1724
Bank of Stockton
California
$4.66M +$161K +3,792 +4%
ESB
1725
Essex Savings Bank
Connecticut
$4.64M +$61.8K +1,456 +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.