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
MWM
1851
Modera Wealth Management
New Jersey
$2.4M +$668K +18,072 +37%
IIM
1852
Intact Investment Management
Quebec, Canada
$2.39M
CC
1853
Cornerstone Capital
California
$2.37M -$88.9K -2,404 -4%
CCP
1854
Cardan Capital Partners
Colorado
$2.37M -$165K -4,468 -6%
PK
1855
Pflug Koory
Nebraska
$2.37M
SFM
1856
Signature Financial Management
Virginia
$2.37M -$233K -6,312 -9%
NWP
1857
Northstar Wealth Partners
Connecticut
$2.36M +$85.5K +2,312 +4%
HL
1858
HeadInvest LLC
Maine
$2.35M +$57.7K +1,560 +2%
FCM
1859
Force Capital Management
New York
$2.34M +$813K +22,000 +51%
PH
1860
Pinnacle Holdings
Oklahoma
$2.34M +$249K +6,744 +12%
CWM
1861
Confluence Wealth Management
Oregon
$2.33M +$131K +3,544 +6%
EF
1862
Empirical Finance
Pennsylvania
$2.33M +$491K +13,288 +26%
PAM
1863
Peninsula Asset Management
Florida
$2.33M -$2.96K -80 -0.1%
GWCM
1864
Godshalk Welsh Capital Management
Pennsylvania
$2.31M -$7.39K -200 -0.3%
WOC
1865
West Oak Capital
California
$2.31M -$234K -6,336 -9%
BWM
1866
BigSur Wealth Management
Florida
$2.31M
CPA
1867
Clear Perspective Advisors
Illinois
$2.3M +$303K +8,204 +15%
GFPC
1868
Global Financial Private Capital
Florida
$2.29M +$86.5K +2,340 +4%
TCM
1869
Tuttle Capital Management
Connecticut
$2.29M +$1.84M +49,772 +358%
PM
1870
Precept Management
Texas
$2.29M -$2.37M -64,000 -50%
WSC
1871
Wellington Shields & Co
New York
$2.29M -$88K -2,380 -4%
OA
1872
Outfitter Advisors
Virginia
$2.29M -$141K -3,808 -6%
JGC
1873
J. Goldman & Co
New York
$2.29M +$2.35M +63,452 New
MCM
1874
Millie Capital Management
California
$2.27M +$52.8K +1,428 +2%
SAM
1875
Security Asset Management
New York
$2.27M

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.