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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
TWM
2001
Titus Wealth Management
California
$3.15M -$335K -6,884 -10%
WGA
2002
Weather Gauge Advisory
Virginia
$3.15M +$11.7K +240 +0.4%
ACA
2003
Aptus Capital Advisors
Alabama
$3.14M +$32.7K +672 +1%
HAI
2004
Hennessy Advisors Inc
California
$3.13M -$28.3K -580 -0.9%
CA
2005
Crewe Advisors
Utah
$3.13M +$678K +13,912 +28%
TPA
2006
Trivium Point Advisory
Connecticut
$3.13M +$201K +4,132 +7%
QCM
2007
Quest Capital Management
Texas
$3.12M -$666K -13,668 -18%
FPFS
2008
First Personal Financial Services
North Carolina
$3.11M +$22.4K +460 +0.7%
CC
2009
Cedar Capital
Illinois
$3.1M -$355K -7,284 -10%
AWM
2010
Alterna Wealth Management
Texas
$3.08M -$2.68M -54,984 -47%
KLCM
2011
KG&L Capital Management
Louisiana
$3.07M +$63.1K +1,296 +2%
PCC
2012
Park Circle Company
Maryland
$3.07M
BFPW
2013
BOK Financial Private Wealth
Colorado
$3.07M +$301K +6,180 +11%
TCM
2014
Towercrest Capital Management
Pennsylvania
$3.06M +$23.8K +488 +0.8%
TIM
2015
Tortoise Investment Management
New York
$3.06M +$396K +8,128 +15%
PGA
2016
Portland Global Advisors
Maine
$3.06M +$70.2K +1,440 +2%
PW
2017
Peninsula Wealth
California
$3.05M +$586K +12,028 +24%
BCP
2018
Blackhawk Capital Partners
Wisconsin
$3.05M -$237K -4,872 -7%
PL
2019
Perpetual Ltd
Australia
$3.04M +$234K +4,800 +8%
ICM
2020
IMS Capital Management
Oregon
$3.04M -$7.99K -164 -0.3%
Rafferty Asset Management
2021
Rafferty Asset Management
New York
$3.04M +$114K +2,336 +4%
CIP
2022
Capital Insight Partners
Arizona
$3.04M +$1.75K +36 +0.1%
HFM
2023
Hartford Financial Management
Connecticut
$3.03M +$33.1K +680 +1%
BCM
2024
Basswood Capital Management
New York
$3.03M
PAM
2025
Peninsula Asset Management
Florida
$3.01M -$22.4K -460 -0.7%

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.