We are live on ! Find out more

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
RWA
1051
Ropes Wealth Advisors
Massachusetts
$10M +$1.77M +47,912 +21%
AAA
1052
Adams Asset Advisors
Texas
$10M -$182K -4,928 -2%
DSI
1053
Daiwa SB Investments
Japan
$9.94M +$515K +13,920 +5%
CL
1054
CPWM LLC
Washington
$9.92M -$183K -4,948 -2%
WF
1055
WealthTrust Fairport
Ohio
$9.86M -$150K -4,068 -1%
WCF
1056
West Coast Financial
California
$9.85M +$193K +5,228 +2%
NIMI
1057
Natixis Investment Managers International
France
$9.84M -$259K -7,012 -3%
GI
1058
GAMCO Investors
Connecticut
$9.82M -$99.1K -2,680 -1%
BWFA
1059
Baltimore-Washington Financial Advisors
Maryland
$9.78M -$4.29K -116 -0%
HHC
1060
Hutchin Hill Capital
New York
$9.78M -$1.97M -53,200 -16%
RIM
1061
Rampart Investment Management
Connecticut
$9.78M +$7.86M +212,472 +360%
ST
1062
Sentinel Trust
Texas
$9.76M +$1.59M +43,044 +19%
CCM
1063
Coldstream Capital Management
Washington
$9.76M +$606K +16,388 +6%
WA
1064
Wasatch Advisors
Utah
$9.74M -$4.64M -125,392 -32%
DLA
1065
Douglas Lane & Associates
New York
$9.74M -$279K -7,536 -3%
DHFB
1066
Dixon Hubard Feinour & Brown
Virginia
$9.73M +$12.1K +328 +0.1%
OIA
1067
Optimum Investment Advisors
Illinois
$9.71M -$142K -3,832 -1%
RCM
1068
Rockshelter Capital Management
Pennsylvania
$9.7M -$40.7K -1,100 -0.4%
SCM
1069
Sterneck Capital Management
Missouri
$9.68M -$26.6K -720 -0.3%
FHC
1070
First Heartland Consultants
Missouri
$9.66M +$96.7K +2,616 +1%
BC
1071
Brookfield Corp
Ontario, Canada
$9.66M
KAM
1072
Knightsbridge Asset Management
California
$9.65M -$117K -3,160 -1%
BAM
1073
Bruderman Asset Management
New York
$9.63M -$97.3K -2,632 -1%
LCP
1074
Legacy Capital Partners
Wisconsin
$9.62M +$217K +5,876 +2%
ACM
1075
Academy Capital Management
Texas
$9.62M -$90.1K -2,436 -0.9%

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.