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
TCM
2176
Tufton Capital Management
Maryland
$966K +$29.9K +808 +3%
GEA
2177
Glen Eagle Advisors
New Jersey
$963K +$8.87K +240 +0.9%
ACP
2178
Aveo Capital Partners
Colorado
$957K +$28.7K +776 +3%
BCM
2179
Birmingham Capital Management
Alabama
$956K +$18.5K +500 +2%
CCM
2180
CWH Capital Management
Washington
$955K +$138K +3,724 +16%
AIS
2181
Accurate Investment Solutions
Pennsylvania
$951K +$3.85K +104 +0.4%
GAM
2182
Gould Asset Management
California
$949K +$20K +540 +2%
HCM
2183
Harvest Capital Management
New Hampshire
$948K -$4.44K -120 -0.5%
MCIA
2184
Mountain Capital Investment Advisors
Colorado
$945K +$971K +26,260 New
MPIA
2185
Mountain Pacific Investment Advisers
Idaho
$935K +$14.3K +388 +2%
CWM
2186
Connecticut Wealth Management
Connecticut
$931K +$11.1K +300 +1%
BF
2187
Blankinship & Foster
California
$927K +$148 +4 +0%
SC
2188
Stralem & Co
New York
$922K -$266K -7,200 -22%
CAL
2189
Capital Advisors Ltd
Ohio
$917K +$62.1K +1,680 +7%
JSA
2190
Jacobson & Schmitt Advisors
Wisconsin
$914K +$14.8K +400 +2%
FBT
2191
First Bank & Trust
South Dakota
$913K +$83.4K +2,256 +10%
ACM
2192
AUA Capital Management
Pennsylvania
$910K +$658K +17,808 +239%
KA
2193
KLCM Advisors
Wisconsin
$898K -$756K -20,444 -45%
CAM
2194
CGOV Asset Management
Ontario, Canada
$884K -$48.8K -1,320 -7%
PHIMC
2195
Private Harbour Investment Management & Counsel
Ohio
$879K -$1.48K -40 -0.2%
SLG
2196
Stanley-Laman Group
Pennsylvania
$878K -$4.88K -132 -0.5%
NAM
2197
Needelman Asset Management
California
$876K +$8.87K +240 +1%
AWE
2198
Avidian Wealth Enterprises
Texas
$875K -$16.4K -444 -2%
MSS
2199
Mitchell Sinkler & Starr
Pennsylvania
$874K +$7.54K +204 +0.8%
MCM
2200
Marathon Capital Management
Maryland
$869K +$61.2K +1,656 +7%

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.