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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
NERM
2026
New England Research & Management
Illinois
$1.53M -$43.2K -1,168 -3%
BRF
2027
B. Riley Financial
California
$1.53M +$95.4K +2,580 +6%
RWML
2028
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.53M
TPW
2029
Tiller Private Wealth
Pennsylvania
$1.53M -$24.4K -660 -2%
WIP
2030
Wellesley Investment Partners
Massachusetts
$1.53M -$13K -352 -0.8%
BP
2031
BBR Partners
New York
$1.52M +$48.2K +1,304 +3%
ADBIC
2032
A.D. Beadell Investment Counsel
Wisconsin
$1.52M -$49.5K -1,340 -3%
PFGIA
2033
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M +$60.3K +1,632 +4%
HDIM
2034
Hanson & Doremus Investment Management
Vermont
$1.51M -$17.6K -476 -1%
RTS
2035
Round Table Services
New Jersey
$1.51M +$132K +3,576 +9%
EF
2036
Empowered Funds
Pennsylvania
$1.51M -$120K -3,248 -7%
HCIA
2037
Hochman Cole Investment Advisors
Illinois
$1.5M +$5.03K +136 +0.3%
EA
2038
Emerald Advisers
Pennsylvania
$1.49M +$444 +12 +0%
Two Sigma Advisers
2039
Two Sigma Advisers
New York
$1.48M -$25.6M -691,540 -94%
GC
2040
Gilbert & Cook
Iowa
$1.48M +$558K +15,104 +58%
VCM
2041
Versant Capital Management
Arizona
$1.48M -$39.2K -1,060 -3%
BCM
2042
Beck Capital Management
Texas
$1.47M +$1M +27,080 +205%
KWMG
2043
King Wealth Management Group
Florida
$1.47M +$19.8K +536 +1%
CCM
2044
Carlson Capital Management
Minnesota
$1.46M +$569K +15,388 +62%
MAA
2045
Mraz Amerine & Associates
California
$1.45M -$25.7K -696 -2%
MCG
2046
Meru Capital Group
New York
$1.44M -$5.47M -148,000 -79%
GPCM
2047
Granite Point Capital Management
Massachusetts
$1.44M +$1.48M +40,000 New
WCM
2048
Windsor Capital Management
Arizona
$1.43M +$34.8K +940 +2%
WA
2049
WealthTrust-Arizona
Arizona
$1.43M -$3.25K -88 -0.2%
LC
2050
LCNB Corp
Ohio
$1.43M -$26.6K -720 -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.