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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
2501
CKW Financial Group
Hawaii
$55K
WAP
2502
Wealthcare Advisory Partners
Pennsylvania
$46K +$6.95K +188 +17%
HS
2503
Horan Securities
United States
$45K -$16K -432 -26%
MIM
2504
Macroview Investment Management
Maryland
$40K +$148 +4 +0.4%
JT
2505
Jump Trading
Illinois
$30K +$30.6K +828 New
FWC
2506
First Washington Corp
Washington
$29.9K
SFG
2507
Sage Financial Group
Pennsylvania
$29K
LBG
2508
Lloyds Banking Group
United Kingdom
$26K
Walleye Trading
2509
Walleye Trading
New York
$24.1K +$22.2M +601,132 +876%
LGWM
2510
Litman Gregory Wealth Management
California
$23K
AJ
2511
Ashburton (Jersey)
Jersey
$22K -$3.97M -107,356 -99%
WIM
2512
Weitz Investment Management
Nebraska
$20K -$319K -8,640 -94%
FCM
2513
Forester Capital Management
Illinois
$18K +$18.5K +500 New
SCA
2514
Stuart Chaussee & Associates
California
$15K -$44.4K -1,200 -74%
IAS
2515
INR Advisory Services
Pennsylvania
$12K +$2.22K +60 +22%
ACM
2516
Advent Capital Management
New York
$10K +$10.4K +280 New
CT
2517
Chicago Trust
Illinois
$7.3K -$328K -8,872 -4%
AUB
2518
Atlantic Union Bankshares
Virginia
$7.26K +$129K +3,484 +2%
GAM
2519
Guinness Asset Management
United Kingdom
$7K
IWM
2520
IHT Wealth Management
Illinois
$5.38K +$864K +23,368 +19%
CCMIC
2521
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4K +$4.44K +120 New
RCWMU
2522
Rothschild & Co Wealth Management (UK)
United Kingdom
$3K
CMBA
2523
C.M. Bidwell & Associates
Hawaii
$3K +$3.55K +96 New
DPA
2524
Delphi Private Advisors
California
$2K -$12.6K -340 -86%
FA
2525
FMA Advisory
Pennsylvania
$1.29K -$166K -4,488 -11%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.