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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
TBNY
2001
Trustco Bank (New York)
New York
$1.69M -$33.3K -900 -2%
RT
2002
Rockland Trust
Massachusetts
$1.69M -$51.9K -1,404 -3%
CI
2003
Clal Insurance
Israel
$1.69M
JWM
2004
Jacobus Wealth Management
Wisconsin
$1.68M +$88.7K +2,400 +5%
CGI
2005
Comgest Global Investors
France
$1.67M -$4.04M -109,200 -70%
FI
2006
FormulaFolio Investments
Michigan
$1.66M +$146K +3,936 +9%
SSA
2007
Schonfeld Strategic Advisors
New York
$1.66M +$335K +9,072 +25%
PFC
2008
Phocas Financial Corp
California
$1.66M -$433K -11,704 -20%
MF
2009
Magnetar Financial
Illinois
$1.64M +$1.69M +45,624 New
AIP
2010
Ahrens Investment Partners
Louisiana
$1.64M -$133K -3,608 -7%
HFM
2011
Hartford Financial Management
Connecticut
$1.63M +$186K +5,020 +12%
HI
2012
Hudock Inc
Pennsylvania
$1.63M +$56.9K +1,540 +4%
MCM
2013
Mork Capital Management
California
$1.61M
YMRC
2014
Yorktown Management & Research Company
Virginia
$1.61M
IDBONY
2015
Israel Discount Bank of New York
New York
$1.61M -$171K -4,620 -9%
FIM
2016
Fruth Investment Management
Texas
$1.6M
SG
2017
Somerset Group
Minnesota
$1.59M
B
2018
Bridgeworth
Alabama
$1.59M +$62.6K +1,692 +4%
BIM
2019
Beach Investment Management
Pennsylvania
$1.59M
VDI
2020
Vaughan David Investments
Illinois
$1.58M +$67.7K +1,832 +4%
PWMAG
2021
Pinnacle Wealth Management Advisory Group
New Jersey
$1.58M +$185K +5,004 +13%
BWA
2022
BlueSky Wealth Advisors
North Carolina
$1.57M -$53.2K -1,440 -3%
KOCAA
2023
Knights of Columbus Asset Advisors
Connecticut
$1.56M -$451K -12,200 -22%
TIM
2024
Tortoise Investment Management
New York
$1.56M -$18.9K -512 -1%
DRD
2025
Dennis R. Delaney
$1.54M -$2.96K -80 -0.2%

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.