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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
TCCM
2001
Timber Creek Capital Management
Massachusetts
$3.19M +$2.75M +64,892 +2,897%
LJAC
2002
L.J. Altfest & Co
New York
$3.18M +$2.84M +67,048 New
HHAA
2003
Henry H. Armstrong Associates
Pennsylvania
$3.17M -$500K -11,776 -15%
BCM
2004
Boltwood Capital Management
California
$3.17M -$48.7K -1,148 -2%
RGIA
2005
Rainier Group Investment Advisory
Washington
$3.17M +$35K +824 +1%
PPP
2006
Private Portfolio Partners
New Jersey
$3.16M -$60.9K -1,436 -2%
HFS
2007
Howard Financial Services
Texas
$3.16M -$71.4K -1,684 -2%
TF
2008
Trek Financial
Arizona
$3.15M +$474K +11,172 +20%
BCP
2009
Blackhawk Capital Partners
Wisconsin
$3.15M +$604K +14,232 +27%
BEAM
2010
Baker Ellis Asset Management
Washington
$3.15M +$67.7K +1,596 +2%
CC
2011
Cornerstone Capital
California
$3.15M -$14.4K -340 -0.5%
REMPR
2012
Roof Eidam Maycock Peralta (REMP)
California
$3.15M -$929K -21,908 -25%
ERIM
2013
Eagle Ridge Investment Management
Connecticut
$3.14M -$327K -7,700 -10%
ACM
2014
Avalon Capital Management
California
$3.13M +$474K +11,168 +20%
EM
2015
ELCO Management
New York
$3.13M +$9.33K +220 +0.3%
OFG
2016
Omega Financial Group
California
$3.13M +$2.35M +55,400 +530%
SB
2017
Strategic Blueprint
Georgia
$3.12M -$1.74M -41,036 -38%
BEC
2018
Blue Edge Capital
Virginia
$3.12M -$588K -13,868 -17%
SCG
2019
Sonata Capital Group
Washington
$3.1M -$84.5K -1,992 -3%
ECA
2020
Elevated Capital Advisors
Utah
$3.1M +$1.85M +43,612 New
CC
2021
Cypress Capital
Tennessee
$3.06M -$149K -3,516 -5%
HIM
2022
Herald Investment Management
United Kingdom
$3.06M
HFA
2023
Huber Financial Advisors
Illinois
$3.06M +$36.8K +868 +1%
MPW
2024
MA Private Wealth
California
$3.05M -$15.1K -356 -0.6%
WWM
2025
Windsor Wealth Management
Indiana
$3.05M +$232K +5,480 +9%

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.