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
FC
1726
Ferris Capital
Massachusetts
$3.16M +$3.25M +87,808 New
CFA
1727
Camarda Financial Advisors
Florida
$3.16M -$102K -2,760 -3%
GLA
1728
Good Life Advisors
Pennsylvania
$3.14M +$87K +2,352 +3%
WG
1729
Welch Group
Alabama
$3.13M +$1.04M +28,036 +48%
RWM
1730
RKL Wealth Management
Pennsylvania
$3.13M +$790K +21,368 +33%
CBN
1731
Cadence Bank NA
Texas
$3.11M -$83.1K -2,248 -3%
EWM
1732
Empirical Wealth Management
Washington
$3.1M +$614K +16,616 +24%
CIA
1733
Capital Impact Advisors
Massachusetts
$3.08M
WPC
1734
White Pine Capital
Minnesota
$3.08M -$118K -3,200 -4%
LP
1735
LMR Partners
United Kingdom
$3.08M +$3.16M +85,516 New
LCM
1736
Leisure Capital Management
California
$3.07M -$108K -2,920 -3%
AIS
1737
American Investment Services
Massachusetts
$3.07M -$39.8K -1,076 -1%
MFW
1738
Meristem Family Wealth
Minnesota
$3.07M +$1.18K +32 +0%
FBT
1739
First Bankers Trust
Kentucky
$3.07M -$70.2K -1,900 -2%
NSB
1740
Norway Savings Bank
Maine
$3.06M -$136K -3,680 -4%
NFG
1741
Nations Financial Group
Iowa
$3.04M +$167K +4,504 +6%
Cerity Partners
1742
Cerity Partners
New York
$3.04M -$24.6M -665,760 -87%
TFA
1743
Toth Financial Advisory
Virginia
$3.03M +$350K +9,468 +13%
BWAM
1744
Boyd Watterson Asset Management
Ohio
$3.02M -$558K -15,088 -15%
ATC
1745
Adirondack Trust Company
New York
$3.02M -$542K -14,652 -15%
TCM
1746
Tanaka Capital Management
New York
$3.02M -$54.1K -1,464 -2%
DWM
1747
Doyle Wealth Management
Florida
$3.02M -$12K -324 -0.4%
WA
1748
WBH Advisory
Maryland
$3.02M -$345K -9,344 -10%
QCMC
1749
Quantum Capital Management (California)
California
$3.02M -$24.5K -664 -0.8%
LSCM
1750
LaSalle Street Capital Management
Illinois
$3.02M

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.