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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
Polen Capital Management
2051
Polen Capital Management
Florida
$1.43M -$20K -540 -1%
GHAM
2052
Gilman Hill Asset Management
Connecticut
$1.43M -$74.7K -2,020 -5%
KFA
2053
Kays Financial Advisory
Georgia
$1.42M +$32.4K +876 +2%
RPG
2054
Risk Paradigm Group
Texas
$1.42M +$96.7K +2,616 +7%
FM
2055
Forward Management
California
$1.41M -$122K -3,308 -8%
PI
2056
PHH Investments
Texas
$1.41M -$149K -4,040 -9%
PRHC
2057
P.R. Herzig & Co
New York
$1.41M -$238K -6,440 -14%
HPCM
2058
High Pointe Capital Management
Illinois
$1.4M -$896K -24,240 -38%
DCM
2059
Driehaus Capital Management
Illinois
$1.38M +$633K +17,120 +81%
HHGA
2060
Halbert Hargrove Global Advisors
California
$1.37M +$7.54K +204 +0.5%
CCM
2061
Colorado Capital Management
Colorado
$1.37M +$73.1K +1,976 +5%
SSCM
2062
Summit Street Capital Management
New York
$1.37M -$2.42M -65,324 -63%
SEIA
2063
Signature Estate & Investment Advisors
California
$1.37M -$779K -21,080 -36%
BWA
2064
Burt Wealth Advisors
Maryland
$1.36M +$34K +920 +2%
DWM
2065
Darwin Wealth Management
Florida
$1.36M +$4.58K +124 +0.3%
TIM
2066
Total Investment Management
Arizona
$1.35M -$166K -4,484 -11%
OCM
2067
Osterweis Capital Management
California
$1.35M
CCM
2068
Check Capital Management
California
$1.34M -$192K -5,200 -12%
SWM
2069
Stockman Wealth Management
Montana
$1.34M -$3.58M -96,964 -72%
FNB
2070
Farmers National Bank
Kentucky
$1.33M -$129K -3,484 -9%
LFR
2071
Lehman Financial Resources
Pennsylvania
$1.33M +$2.22K +60 +0.2%
CIC
2072
Cornercap Investment Counsel
Georgia
$1.32M -$85.6K -2,316 -6%
HA
2073
Harfst & Associates
Wyoming
$1.32M +$31.9K +864 +2%
EP
2074
Elkhorn Partners
Nebraska
$1.32M -$177K -4,800 -12%
CT
2075
Clearstead Trust
Maine
$1.31M -$35.6K -964 -3%

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.