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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
VCM
801
Violich Capital Management
California
$16.2M -$62.9K -1,700 -0.4%
CP
802
Cumberland Partners
Ontario, Canada
$16.2M -$109K -2,952 -0.7%
HC
803
Hawkins Capital
Texas
$16.2M -$1.55M -41,908 -9%
MSR
804
Main Street Research
Connecticut
$16.1M +$2.46M +66,408 +17%
WDA
805
Wendell David Associates
New Hampshire
$16.1M -$310K -8,380 -2%
Baillie Gifford & Co
806
Baillie Gifford & Co
United Kingdom
$16.1M +$1.01M +27,360 +7%
HIC
807
Hartline Investment Corp
Illinois
$16.1M -$104K -2,824 -0.6%
GC
808
Grimes & Company
Massachusetts
$16M -$1.31M -35,360 -7%
PAM
809
Private Asset Management
California
$16M +$493K +13,332 +3%
WIC
810
Willis Investment Counsel
Georgia
$16M -$2.67M -72,336 -14%
WC
811
Whitney & Co
New York
$16M +$1.21M +32,728 +8%
CCM
812
Compton Capital Management
Rhode Island
$15.9M +$276K +7,476 +2%
SWM
813
SVA Wealth Management
Wisconsin
$15.9M +$320K +8,652 +2%
JC
814
Jacobs & Co
California
$15.7M +$437K +11,832 +3%
TC
815
Telemus Capital
Michigan
$15.7M -$503K -13,608 -3%
EWM
816
Edge Wealth Management
New York
$15.6M -$262K -7,088 -2%
MFWM
817
Motley Fool Wealth Management
Virginia
$15.6M -$455K -12,304 -3%
CIC
818
Crawford Investment Counsel
Georgia
$15.5M -$5.55M -150,084 -26%
TA
819
Tiedemann Advisors
New York
$15.5M +$765K +20,680 +5%
VHAM
820
Van Hulzen Asset Management
California
$15.5M -$163K -4,404 -1%
SSWM
821
Smith Salley Wealth Management
North Carolina
$15.5M -$102K -2,748 -0.6%
ACC
822
Accident Compensation Corp
New Zealand
$15.4M -$1.58M -42,800 -9%
MFBTD
823
MB Financial Bank - Trust Department
Illinois
$15.4M -$117K -3,152 -0.7%
PDN
824
Pensionfund DSM Netherlands
Netherlands
$15.3M -$887K -24,000 -5%
ECM
825
Everence Capital Management
Indiana
$15.3M

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.