AAPL icon

Apple
AAPL

Overview Fund Activity

3,002 hedge funds and large institutions have $535B invested in Apple in 2019 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 1,091 increasing their positions, 1,595 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,002
Holders Change
-15
Holders Change %
-0.5%
% of All Funds
65.3%
Holding in Top 10
1,456
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-1.22%
% of All Funds
31.67%
New
107
Increased
1,091
Reduced
1,595
Closed
84
Calls
$16B
Puts
$20.8B
Net Calls
-$4.78B
Net Calls Change
-$3.09B

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$6.87B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$849M
3
Canada Life
Canada Life
Manitoba, Canada
+$809M
4
Deutsche Bank
Deutsche Bank
Germany
+$520M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$475M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.45B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$895M
3
State Street
State Street
Massachusetts
-$706M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$672M
5
AAMU
Amundi Asset Management US
Massachusetts
-$592M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
2001
Quest Capital Management
Texas
$3.12M -$676K -13,668 -18%
FPFS
2002
First Personal Financial Services
North Carolina
$3.11M +$22.8K +460 +0.7%
CC
2003
Cedar Capital
Illinois
$3.1M -$360K -7,284 -10%
AWM
2004
Alterna Wealth Management
Texas
$3.08M -$2.72M -54,984 -47%
KLCM
2005
KG&L Capital Management
Louisiana
$3.07M +$64.1K +1,296 +2%
PCC
2006
Park Circle Company
Maryland
$3.07M – – –
BFPW
2007
BOK Financial Private Wealth
Colorado
$3.07M +$306K +6,180 +11%
TCM
2008
Towercrest Capital Management
Pennsylvania
$3.06M +$24.1K +488 +0.8%
TIM
2009
Tortoise Investment Management
New York
$3.06M +$402K +8,128 +15%
PGA
2010
Portland Global Advisors
Maine
$3.06M +$71.2K +1,440 +2%
PW
2011
Peninsula Wealth
California
$3.05M +$595K +12,028 +24%
BCP
2012
Blackhawk Capital Partners
Wisconsin
$3.05M -$241K -4,872 -7%
PL
2013
Perpetual Ltd
Australia
$3.04M +$238K +4,800 +8%
ICM
2014
IMS Capital Management
Oregon
$3.04M -$8.11K -164 -0.3%
Rafferty Asset Management
2015
Rafferty Asset Management
New York
$3.04M +$116K +2,336 +4%
CIP
2016
Capital Insight Partners
Arizona
$3.04M +$1.78K +36 +0.1%
HFM
2017
Hartford Financial Management
Connecticut
$3.03M +$33.6K +680 +1%
BCM
2018
Basswood Capital Management
New York
$3.03M – – –
PAM
2019
Peninsula Asset Management
Florida
$3.01M -$22.8K -460 -0.7%
ERIM
2020
Eagle Ridge Investment Management
Connecticut
$3.01M -$267K -5,396 -8%
HKAM
2021
Horizon Kinetics Asset Management
New York
$3.01M +$12.9K +260 +0.4%
SCA
2022
Strategic Capital Advisers
Colorado
$3M -$148K -2,992 -5%
V
2023
VeraBank
Texas
$2.99M -$9.9K -200 -0.3%
TCM
2024
Tradewinds Capital Management
Washington
$2.99M -$509K -10,276 -15%
SRC
2025
Sage Rhino Capital
California
$2.99M +$23K +464 +0.8%
79 80
81
82 83