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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
SCA
1901
Stokes Capital Advisors
South Carolina
$3.74M -$77.7K -1,832 -2%
BCA
1902
Bray Capital Advisors
Florida
$3.74M +$78.9K +1,860 +2%
RT
1903
Rockland Trust
Massachusetts
$3.74M +$12.7K +300 +0.4%
BIA
1904
BHK Investment Advisors
Alabama
$3.73M +$687K +16,204 +26%
AWM
1905
Arbor Wealth Management
Florida
$3.73M -$55K -1,296 -2%
LM
1906
Lincluden Management
Ontario, Canada
$3.72M +$249K +5,860 +8%
PK
1907
Pflug Koory
Nebraska
$3.71M +$289K +6,820 +10%
PCM
1908
Poehling Capital Management
Wisconsin
$3.7M +$2.16M +50,992 +189%
XSC
1909
X-Square Capital
Puerto Rico
$3.7M -$568K -13,400 -15%
FWC
1910
First Washington Corp
Washington
$3.69M
BFO
1911
Biltmore Family Office
North Carolina
$3.68M +$107K +2,532 +3%
Point72 Asset Management
1912
Point72 Asset Management
Connecticut
$3.68M +$1.91M +45,072 +139%
RW
1913
RVW Wealth
California
$3.67M +$20.4M +480,896 New
MWM
1914
Modera Wealth Management
New Jersey
$3.65M +$56.7K +1,336 +2%
VF
1915
Virtu Financial
New York
$3.65M -$6.82M -160,784 -68%
BCM
1916
Bourgeon Capital Management
Connecticut
$3.65M +$24.8K +584 +0.8%
AFM
1917
Abbot Financial Management
Massachusetts
$3.65M -$111K -2,628 -3%
NCM
1918
Nelson Capital Management
California
$3.64M -$134K -3,168 -4%
QCM
1919
Quest Capital Management
Texas
$3.64M +$639K +15,056 +24%
AAP
1920
Aristotle Atlantic Partners
Florida
$3.64M -$880K -20,748 -21%
CHJWM
1921
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.63M -$98.6K -2,324 -3%
CIM
1922
CIM Investment Management
Pennsylvania
$3.63M -$540K -12,740 -14%
PCA
1923
Providence Capital Advisors
North Carolina
$3.63M +$77.5K +1,828 +2%
KIG
1924
Kessler Investment Group
Indiana
$3.62M -$2.12M -50,020 -40%
WCM
1925
WealthBridge Capital Management
Ohio
$3.62M -$78.6K -1,852 -3%

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.