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
AIC
1776
Argus Investors Counsel
New York
$4.35M -$312K -6,400 -7%
MC
1777
Mathes Company
New York
$4.34M
PCA
1778
Peddock Capital Advisors
Massachusetts
$4.34M +$195 +4 +0%
IC
1779
Investment Counsel
Michigan
$4.32M -$401K -8,240 -9%
LF
1780
Lee Financial
Texas
$4.32M +$33.5K +688 +0.8%
JCM
1781
Jacobi Capital Management
Pennsylvania
$4.32M +$541K +11,096 +15%
WA
1782
Waverly Advisors
Alabama
$4.3M +$230K +4,728 +6%
DWM
1783
Darwin Wealth Management
Florida
$4.3M +$203K +4,176 +5%
MCMT
1784
Moon Capital Management (Tennessee)
Tennessee
$4.3M -$42.9K -880 -1%
NB
1785
Northwest Bancshares
Pennsylvania
$4.3M -$146K -2,988 -3%
MCP
1786
Martin Capital Partners
Oregon
$4.29M +$166K +3,404 +4%
ECAM
1787
East Coast Asset Management
Massachusetts
$4.29M -$20.2M -415,532 -83%
CGA
1788
Crescent Grove Advisors
Illinois
$4.28M +$114K +2,340 +3%
CCM
1789
Canal Capital Management
Virginia
$4.28M +$104K +2,140 +3%
VAG
1790
VisionPoint Advisory Group
Texas
$4.27M +$4.21M +86,380 New
PWMG
1791
Prestige Wealth Management Group
New Jersey
$4.27M -$188K -3,860 -4%
CNC
1792
Citizens & Northern Corp
Pennsylvania
$4.27M -$644K -13,220 -13%
SIM
1793
Sadoff Investment Management
Wisconsin
$4.27M +$5.65K +116 +0.1%
TIA
1794
Trust Investment Advisors
Indiana
$4.25M -$446K -9,156 -10%
HFA
1795
HC Financial Advisors
California
$4.25M -$233K -4,784 -5%
GCM
1796
Grisanti Capital Management
New York
$4.25M -$38.2K -784 -0.9%
BIM
1797
Baldwin Investment Management
Pennsylvania
$4.24M -$82.8K -1,700 -2%
BSB
1798
Bangor Savings Bank
Maine
$4.24M -$87.5K -1,796 -2%
LCM
1799
Leisure Capital Management
California
$4.23M +$479K +9,832 +13%
HCM
1800
Hudson Capital Management
New Jersey
$4.23M +$59.8K +1,228 +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.