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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
Harris Associates
101
Harris Associates
Illinois
$712M -$76.8M -2,402,480 -10%
SO
102
STRS Ohio
Ohio
$711M -$22.3M -695,668 -3%
AWM
103
Ashmore Wealth Management
Delaware
$702M
Barclays
104
Barclays
United Kingdom
$691M +$15.2M +475,804 +2%
DCM
105
Discovery Capital Management
Connecticut
$686M +$105M +3,273,200 +18%
WRF
106
Waddell & Reed Financial
Kansas
$649M -$918M -28,714,260 -58%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$636M +$5.5M +171,996 +0.9%
NFA
108
Nationwide Fund Advisors
Ohio
$624M +$23M +720,404 +4%
Nordea Investment Management
109
Nordea Investment Management
Sweden
$618M -$9.05M -282,824 -1%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$615M -$7.65M -239,280 -1%
GE
111
General Electric
Ohio
$615M -$11.3M -353,672 -2%
USAA
112
United Services Automobile Association
Texas
$605M -$1.18M -36,736 -0.2%
SOMRS
113
State of Michigan Retirement System
Michigan
$599M -$24.9M -780,000 -4%
Citigroup
114
Citigroup
New York
$590M +$93.2M +2,913,636 +18%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$571M -$39.8M -1,244,684 -6%
CCI
116
Columbus Circle Investors
$554M -$59.4M -1,856,512 -10%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$548M -$12.6M -393,516 -2%
WP
118
Wedgewood Partners
Missouri
$548M +$2.24M +70,064 +0.4%
AIM
119
abrdn Investment Management
United Kingdom
$543M -$18.9M -590,284 -3%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$537M -$26.6M -831,640 -5%
N
121
Natixis
France
$531M +$13.9M +435,712 +3%
IFP
122
Independent Franchise Partners
United Kingdom
$525M -$57.6M -1,802,224 -10%
CI Investments Inc
123
CI Investments Inc
Ontario, Canada
$513M -$99M -3,094,972 -16%
US Bancorp
124
US Bancorp
Minnesota
$511M +$8.91M +278,524 +2%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$510M -$9.25M -289,268 -2%

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.