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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
HTI
2126
Hikari Tsushin Inc
Japan
$1.15M
HI
2127
Handelsinvest Investeringsforvaltning
Denmark
$1.15M -$3.1M -83,912 -73%
NFP
2128
Narus Financial Partners
Utah
$1.14M -$54.9K -1,484 -4%
MGAM
2129
McGowan Group Asset Management
Texas
$1.13M -$7.25K -196 -0.6%
BJ
2130
Brouwer & Janachowski
California
$1.13M +$115K +3,112 +11%
AAM
2131
Auxier Asset Management
Oregon
$1.12M -$14.8K -400 -1%
LIM
2132
Lathrop Investment Management
Arkansas
$1.12M
SAM
2133
Summit Asset Management
Tennessee
$1.11M -$29K -784 -2%
LFA
2134
Landmark Financial Advisors
Kentucky
$1.11M -$6.21K -168 -0.5%
HFM
2135
Harvest Fund Management
China
$1.11M +$292K +7,908 +34%
AC
2136
Addison Capital
Pennsylvania
$1.11M -$463K -12,536 -29%
CIM
2137
Cetera Investment Management
California
$1.1M -$383K -10,348 -25%
AI
2138
ArchPoint Investors
Florida
$1.1M -$51K -1,380 -4%
AAP
2139
Arax Advisory Partners
Colorado
$1.1M +$313K +8,460 +38%
WMG
2140
WESCAP Management Group
California
$1.1M -$6.8K -184 -0.6%
SSP
2141
Sapphire Star Partners
Washington
$1.09M -$547K -14,800 -33%
HS
2142
Huntington Steele
Pennsylvania
$1.09M
NP
2143
NorthRock Partners
Minnesota
$1.09M +$211K +5,704 +23%
SFG
2144
Summit Financial Group
West Virginia
$1.08M +$1.11M +30,128 New
PSC
2145
Prentiss Smith & Co
Vermont
$1.07M +$73.2K +1,980 +7%
VNA
2146
VNBTrust National Association
Virginia
$1.06M -$23.4K -632 -2%
SRSA
2147
S.R. Schill & Associates
Washington
$1.06M -$194K -5,236 -15%
BIA
2148
Barry Investment Advisors
Massachusetts
$1.05M -$41.6K -1,124 -4%
SIM
2149
Sadoff Investment Management
Wisconsin
$1.05M -$5.77K -156 -0.5%
PCM
2150
Pointe Capital Management
Michigan
$1.04M -$203K -5,492 -16%

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.