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
HT
1401
HAP Trading
New York
$5.68M -$93.2M -2,519,956 -94%
AC
1402
Alley Company
Illinois
$5.66M +$64.6K +1,748 +1%
MAA
1403
Matrix Asset Advisors
New York
$5.65M -$65.4K -1,768 -1%
PAM
1404
Paradigm Asset Management
New York
$5.63M -$665K -18,000 -10%
CM
1405
Churchill Management
California
$5.62M +$2.99M +80,760 +107%
SCA
1406
STALEY CAPITAL ADVISERS
Pennsylvania
$5.58M +$124K +3,352 +2%
SCA
1407
Snowden Capital Advisors
New York
$5.56M -$783K -21,168 -12%
BO
1408
Bank OZK
Arkansas
$5.56M -$160K -4,340 -3%
AMAL
1409
Asset Management Advisors LLC
Oklahoma
$5.55M -$8.58K -232 -0.2%
SWM
1410
Segment Wealth Management
Texas
$5.54M +$524K +14,168 +10%
QI
1411
Quotient Investors
New York
$5.54M -$1.09M -29,436 -16%
CFG
1412
Cambridge Financial Group
Ohio
$5.54M +$5.69M +153,788 New
AF
1413
Allworth Financial
California
$5.54M +$99.5K +2,692 +2%
ICRM
1414
Insight Capital Research & Management
California
$5.52M -$142K -3,836 -2%
ARMC
1415
American Research & Management Company
Massachusetts
$5.5M -$22.2K -600 -0.4%
RWA
1416
River Wealth Advisors
Pennsylvania
$5.5M -$1.41M -38,128 -20%
CMI
1417
Cider Mill Investments
Connecticut
$5.49M +$5.63M +152,400 New
NCM
1418
Neumann Capital Management
California
$5.48M +$21.4K +580 +0.4%
RIA
1419
Regal Investment Advisors
Michigan
$5.47M +$134K +3,624 +2%
AIM
1420
Advantage Investment Management
Iowa
$5.47M +$141K +3,820 +3%
CCG
1421
Chatham Capital Group
Georgia
$5.45M -$96.1K -2,600 -2%
OCM
1422
One Capital Management
California
$5.45M +$283K +7,652 +5%
CHC
1423
City Holding Co
West Virginia
$5.43M -$58.3K -1,576 -1%
CFP
1424
Cornerstone Financial Partners
North Carolina
$5.43M -$328K -8,868 -6%
NCGI
1425
Next Century Growth Investors
Minnesota
$5.42M -$2.07M -56,056 -27%

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.