We are live on ! Find out more

2,336 hedge funds and large institutions have $417B invested in Apple in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 997 increasing their positions, 1,054 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

0% more funds holding

Funds holding: 2,3342,336 (+2)

2% less capital invested

Capital invested by funds: $425B → $417B (-$7.41B)

5% less repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 1,054

2% less funds holding in top 10

Funds holding in top 10: 1,2371,217 (-20)

18% less call options, than puts

Call options by funds: $16.7B | Put options by funds: $20.3B

Holders
2,336
Holders Change
+2
Holders Change %
+0.09%
% of All Funds
62.91%
Holding in Top 10
1,217
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-1.62%
% of All Funds
32.78%
New
95
Increased
997
Reduced
1,054
Closed
69
Calls
$16.7B
Puts
$20.3B
Net Calls
-$3.62B
Net Calls Change
-$1.44B
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$3.53B +$45.2M +1,412,848 +1%
Legal & General Group
27
Legal & General Group
United Kingdom
$2.86B +$34.8M +1,087,952 +1%
Franklin Resources
28
Franklin Resources
California
$2.54B -$190M -5,940,720 -7%
American Century Companies
29
American Century Companies
Missouri
$2.52B +$50.5M +1,578,072 +2%
UBS Group
30
UBS Group
Switzerland
$2.52B +$160M +5,003,484 +7%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$2.36B -$982M -30,711,564 -29%
SG Americas Securities
32
SG Americas Securities
New York
$2.25B -$102M -3,203,388 -4%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$2.05B +$332M +10,379,016 +19%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$2.03B -$15.5M -483,284 -0.7%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$2.02B -$94.1M -2,943,196 -4%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$2B -$102M -3,176,036 -5%
Charles Schwab
37
Charles Schwab
California
$1.99B +$36.4M +1,136,956 +2%
BIM
38
BlackRock Investment Management
Delaware
$1.98B +$113M +3,526,468 +6%
Allianz Asset Management
39
Allianz Asset Management
Germany
$1.92B -$90.7M -2,834,548 -4%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.91B -$108M -3,370,216 -5%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$1.83B -$949M -29,675,700 -34%
BlackRock
42
BlackRock
New York
$1.82B -$231M -7,207,712 -11%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$1.78B +$148M +4,618,288 +9%
CS
44
Credit Suisse
Switzerland
$1.78B -$435K -13,604 -0%
Capital Research Global Investors
45
Capital Research Global Investors
California
$1.75B -$225M -7,038,044 -11%
Prudential Financial
46
Prudential Financial
New Jersey
$1.64B -$27.1M -848,612 -2%
Winslow Capital Management
47
Winslow Capital Management
Minnesota
$1.62B -$300M -9,384,132 -15%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.61B -$4.01M -125,216 -0.2%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$1.56B +$4.17M +130,260 +0.3%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$1.53B +$158M +4,935,812 +11%

AAPL Hedge Fund Activity: Q2 2015 in Review

2,336 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2015, worth a combined $417B — down 1.7% from $425B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AAPL positions and 69 closed out — a net gain of 26 holders — while 997 added to existing stakes and 1,054 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $578M. The largest seller was State Street, cutting an estimated $1.87B.

  • 2,336 institutional investors held Apple (AAPL) as of Q2 2015, up from 2,334 in Q1 2015.
  • Funds reported $417B of Apple stock for Q2 2015, down 1.7% quarter-over-quarter.
  • 95 funds opened new Apple positions in Q2 2015 and 69 closed out, a net change of +26 holders.
  • The largest Apple buyer in Q2 2015 was Susquehanna International Group, an estimated $578M added.
  • The largest Apple seller in Q2 2015 was State Street, an estimated $1.87B sold.

Based on aggregated 13F filings for Q2 2015.