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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
GC
1701
Garde Capital
Washington
$3.33M +$759K +20,540 +29%
CA
1702
Cambridge Advisors
Nebraska
$3.31M +$139K +3,760 +4%
BSG
1703
Black Swift Group
Colorado
$3.31M +$3.4M +92,000 New
IF
1704
IRON Financial
Illinois
$3.3M -$8.87K -240 -0.3%
BHB
1705
Bank Hapoalim BM
Israel
$3.28M -$2.85M -77,176 -46%
JCM
1706
Jag Capital Management
Missouri
$3.28M -$275K -7,428 -8%
GHA
1707
Garcia Hamilton & Associates
Texas
$3.27M -$2.24M -60,540 -40%
LI
1708
Longer Investments
Arkansas
$3.27M -$76.2K -2,060 -2%
JCM
1709
Jacobi Capital Management
Pennsylvania
$3.27M +$55.8K +1,508 +2%
NIA
1710
Northstar Investment Advisors
Colorado
$3.26M +$352K +9,524 +12%
ACS
1711
Archford Capital Strategies
Illinois
$3.25M -$92.1K -2,492 -3%
CPO
1712
Cerity Partners OCIO
New York
$3.25M -$216K -5,856 -6%
NEIRG
1713
New England Investment & Retirement Group
Massachusetts
$3.25M -$28.5K -772 -0.8%
LOAMS
1714
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.24M
MIS
1715
Morningstar Investment Services
Illinois
$3.24M -$5.56M -150,296 -63%
NEPWA
1716
New England Private Wealth Advisors
Massachusetts
$3.24M +$92.4K +2,500 +3%
EWM
1717
Evermay Wealth Management
Virginia
$3.24M -$78.7K -2,128 -2%
CCM
1718
Cutler Capital Management
Massachusetts
$3.24M -$1.04M -28,200 -24%
BFPW
1719
BOK Financial Private Wealth
Colorado
$3.24M -$85.5K -2,312 -3%
EAMA
1720
EFG Asset Management (Americas)
Florida
$3.21M -$1.49M -40,212 -31%
OC
1721
Oarsman Capital
Wisconsin
$3.21M -$78.7K -2,128 -2%
PP
1722
PagnatoKarp Partners
Virginia
$3.21M +$204K +5,524 +7%
PIM
1723
Parker Investment Management
California
$3.2M +$1.33K +36 +0%
NIC
1724
Northwest Investment Counselors
Oregon
$3.19M -$66.1K -1,788 -2%
FMLI
1725
Fukoku Mutual Life Insurance
Japan
$3.17M

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.