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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
CCA
976
Cobblestone Capital Advisors
New York
$11.7M +$29.3K +792 +0.2%
MWM
977
Mission Wealth Management
California
$11.7M +$48.8K +1,320 +0.4%
ECM
978
ETrade Capital Management
Virginia
$11.7M +$228K +6,176 +2%
CIA
979
Capital Investment Advisors
Georgia
$11.7M +$144K +3,900 +1%
OMCS
980
Old Mutual Customised Solutions
South Africa
$11.6M +$473K +12,800 +4%
BFG
981
Bouchey Financial Group
New York
$11.6M -$93.6K -2,532 -0.8%
NFG
982
NewFocus Financial Group
Washington
$11.6M -$109K -2,940 -0.9%
AC
983
Alexandria Capital
Virginia
$11.5M +$31.5K +852 +0.3%
AAM
984
Augustine Asset Management
Florida
$11.5M -$3.22M -87,024 -21%
EWM
985
Endurance Wealth Management
Rhode Island
$11.5M +$274K +7,400 +2%
WCMN
986
Westchester Capital Management (Nebraska)
Nebraska
$11.4M +$125K +3,376 +1%
CDH
987
Charles D. Hyman
$11.4M +$589K +15,928 +5%
AMCA
988
Arthur M. Cohen & Associates
Illinois
$11.4M +$400K +10,812 +3%
PCM
989
Peak Capital Management
Colorado
$11.4M +$11.7M +316,640 New
PGIM
990
Pacific Global Investment Management
California
$11.4M +$56.6K +1,532 +0.5%
VC
991
Vestor Capital
Illinois
$11.4M +$21.1K +572 +0.2%
SAA
992
Southeast Asset Advisors
Georgia
$11.3M -$280K -7,572 -2%
SHGA
993
Sand Hill Global Advisors
California
$11.3M +$1.32M +35,720 +13%
1SB
994
1ST Source Bank
Indiana
$11.3M -$44.5K -1,204 -0.4%
JMFC
995
J.M. Forbes & Co
Massachusetts
$11.3M -$70.7K -1,912 -0.6%
TMAM
996
Tokio Marine Asset Management
Japan
$11.3M -$3.58M -96,784 -24%
SGK
997
Steigerwald Gordon & Koch
Virginia
$11.1M +$99.1K +2,680 +0.9%
SCM
998
Stevens Capital Management
Pennsylvania
$11.1M +$900K +24,348 +9%
SNB
999
Security National Bank
Nebraska
$11.1M +$39.6K +1,072 +0.3%
CK
1000
Cohen Klingenstein
New York
$11.1M +$3.7K +100 +0%

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.