We are live on ! Find out more

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
FIM
2401
Fernwood Investment Management
Massachusetts
$1.57M +$23.6K +556 +2%
PRS
2402
Pinkerton Retirement Specialists
Idaho
$1.56M -$71.9K -1,696 -5%
GHAM
2403
Gilman Hill Asset Management
Connecticut
$1.56M -$191K -4,508 -12%
PHIMC
2404
Private Harbour Investment Management & Counsel
Ohio
$1.55M -$90.8K -2,140 -6%
CCM
2405
Colorado Capital Management
Colorado
$1.55M -$27K -636 -2%
FFWA
2406
FRG Family Wealth Advisors
Washington
$1.55M +$130K +3,076 +2%
OFS
2407
Orrstown Financial Services
Pennsylvania
$1.54M +$25.4K +600 +2%
CP
2408
Covenant Partners
Tennessee
$1.54M +$1.37M +32,348 New
PAM
2409
Paradigm Asset Management
New York
$1.53M -$127K -3,000 -9%
ANTB
2410
AMG National Trust Bank
Colorado
$1.53M -$38.3K -904 -3%
BWCS
2411
Beirne Wealth Consulting Services
Connecticut
$1.53M -$12.6K -296 -0.9%
DC
2412
Diametric Capital
Massachusetts
$1.53M +$1.37M +32,352 New
NCM
2413
Next Capital Management
New York
$1.53M -$229K -5,400 -14%
WMG
2414
WESCAP Management Group
California
$1.52M +$170K +4,000 +14%
CMANY
2415
Capital Management Associates (New York)
New York
$1.52M +$17K +400 +1%
EAM
2416
Eukles Asset Management
Ohio
$1.52M +$140K +3,296 +11%
VCM
2417
Versant Capital Management
Arizona
$1.51M -$31K -732 -2%
HHGA
2418
Halbert Hargrove Global Advisors
California
$1.51M -$20K -472 -1%
CIC
2419
Cornercap Investment Counsel
Georgia
$1.51M -$471K -11,100 -26%
FAN
2420
Financial Advisors Network
California
$1.5M -$172K -4,064 -11%
MMHP
2421
Murphy Middleton Hinkle & Parker
Georgia
$1.5M +$339 +8 +0%
SSG
2422
Summit Securities Group
New York
$1.5M -$33.9K -800 -2%
FCCM
2423
First City Capital Management
Georgia
$1.5M -$87.9K -2,072 -6%
OWA
2424
One Wealth Advisors
California
$1.5M +$1.34M +31,516 New
WIA
2425
World Investment Advisors
California
$1.49M -$1.16M -27,244 -46%

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.