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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
HDIM
2326
Hanson & Doremus Investment Management
Vermont
$1.86M -$41.6K -980 -2%
CPA
2327
Court Place Advisors
Maryland
$1.86M +$146K +3,452 +10%
JFA
2328
JNBA Financial Advisors
Minnesota
$1.86M +$356K +8,384 +27%
WIP
2329
Wellesley Investment Partners
Massachusetts
$1.85M -$240K -5,664 -13%
WA
2330
WESPAC Advisors
California
$1.85M +$118K +2,772 +7%
ARG
2331
Advisory Resource Group
Oklahoma
$1.85M -$17K -400 -1%
AEPG
2332
American Economic Planning Group
New Jersey
$1.85M +$372K +8,760 +29%
EA
2333
Emerald Advisers
Pennsylvania
$1.85M +$679 +16 +0%
AWA
2334
Artemis Wealth Advisors
New York
$1.84M +$1.4M +33,096 +578%
CA
2335
Cortland Associates
Missouri
$1.84M -$39K -920 -2%
PTC
2336
Provident Trust Company
Wisconsin
$1.83M +$1.19M +27,996 +263%
PCMC
2337
Private Capital Management (Colorado)
Colorado
$1.83M +$43.3K +1,020 +3%
TIM
2338
Total Investment Management
Arizona
$1.83M -$153K -3,612 -8%
ACP
2339
Aveo Capital Partners
Colorado
$1.82M -$332K -7,828 -17%
TPW
2340
Tiller Private Wealth
Pennsylvania
$1.82M +$19K +448 +1%
JDR
2341
Jay D. Rosenbaum
$1.81M +$14.4K +340 +0.9%
PV
2342
Private Vista
Illinois
$1.81M -$36.5K -860 -2%
SSW
2343
Smith Shellnut Wilson
Mississippi
$1.81M -$55.3K -1,304 -3%
AGU
2344
Alpine Group USVI
U.S. Virgin Islands
$1.8M +$1.61M +37,996 New
MWM
2345
Mascoma Wealth Management
New Hampshire
$1.8M +$20.7K +488 +1%
OCM
2346
Osterweis Capital Management
California
$1.79M +$114K +2,696 +8%
KWA
2347
KCS Wealth Advisory
California
$1.79M -$21.4K -504 -1%
IDBONY
2348
Israel Discount Bank of New York
New York
$1.79M +$32.2K +760 +2%
TWA
2349
Tillar-Wenstrup Advisors
Ohio
$1.79M -$4.58K -108 -0.3%
POIA
2350
Pin Oak Investment Advisors
Texas
$1.77M -$104K -2,456 -6%

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.