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
ST
1501
Somerset Trust
Pennsylvania
$4.77M -$174K -4,708 -3%
CCMW
1502
Cypress Capital Management (Wyoming)
Wyoming
$4.77M +$11.8K +320 +0.2%
MHIM
1503
MacNealy Hoover Investment Management
Ohio
$4.75M -$78.4K -2,120 -2%
MSAM
1504
Moloney Securities Asset Management
Missouri
$4.75M +$61.1K +1,652 +1%
HPIA
1505
Hamilton Point Investment Advisors
North Carolina
$4.74M +$32.1K +868 +0.7%
GD
1506
Grandfield & Dodd
New York
$4.74M -$17.9K -484 -0.4%
AWM
1507
Avior Wealth Management
Nebraska
$4.71M -$383K -10,352 -7%
CFSG
1508
Community Financial Services Group
Vermont
$4.71M +$175K +4,740 +4%
ACM
1509
Alpha Capital Management
Texas
$4.71M -$20.3K -548 -0.4%
PIA
1510
Peachtree Investment Advisors
Georgia
$4.68M -$101K -2,720 -2%
BFG
1511
Beacon Financial Group
Texas
$4.68M +$11.1K +300 +0.2%
ACM
1512
Aviance Capital Management
Florida
$4.68M -$207K -5,592 -4%
LCM
1513
Liberty Capital Management
Michigan
$4.67M -$104K -2,820 -2%
FNBOMD
1514
First National Bank of Mount Dora
Florida
$4.64M +$732K +19,788 +18%
BCM
1515
Brown Capital Management
Maryland
$4.63M -$172K -4,648 -3%
ED
1516
Exane Derivatives
France
$4.63M -$23.8K -644 -0.5%
CIM
1517
CIM Investment Management
Pennsylvania
$4.62M -$7.25K -196 -0.2%
QCM
1518
Quadrant Capital Management
New Jersey
$4.61M -$182K -4,920 -4%
ST
1519
Spot Trading
Illinois
$4.59M -$3.25M -87,904 -41%
BAM
1520
Brave Asset Management
New Jersey
$4.58M -$46.9K -1,268 -1%
SG
1521
StoneX Group
New York
$4.57M +$2.96M +80,088 +171%
CPA
1522
Capital Planning Advisors
California
$4.56M -$98.9K -2,676 -2%
NFA
1523
Nuveen Fund Advisors
Illinois
$4.55M -$2.5M -67,740 -35%
FCMT
1524
Founders Capital Management (Texas)
Texas
$4.54M -$244K -6,592 -5%
BW
1525
Bison Wealth
Georgia
$4.54M -$41.9K -1,132 -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.