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2,336 hedge funds and large institutions have $417B invested in Apple in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 997 increasing their positions, 1,054 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

0% more funds holding

Funds holding: 2,3342,336 (+2)

2% less capital invested

Capital invested by funds: $425B → $417B (-$7.41B)

5% less repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 1,054

2% less funds holding in top 10

Funds holding in top 10: 1,2371,217 (-20)

18% less call options, than puts

Call options by funds: $16.7B | Put options by funds: $20.3B

Holders
2,336
Holders Change
+2
Holders Change %
+0.09%
% of All Funds
62.91%
Holding in Top 10
1,217
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-1.62%
% of All Funds
32.78%
New
95
Increased
997
Reduced
1,054
Closed
69
Calls
$16.7B
Puts
$20.3B
Net Calls
-$3.62B
Net Calls Change
-$1.44B
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2301
Commonwealth Financial Services
West Virginia
$165K +$1.02K +32 +0.6%
JAM
2302
JCIC Asset Management
Ontario, Canada
$158K
Fiera Capital (Canada)
2303
Fiera Capital (Canada)
Quebec, Canada
$155K -$22.8M -713,288 -13%
TCM
2304
TD Capital Management
Tennessee
$154K -$19.2K -600 -11%
SC
2305
SRB Corp
Massachusetts
$138K -$20.1K -628 -12%
Group One Trading
2306
Group One Trading
Illinois
$137K -$89.6K -2,800 -39%
SA
2307
SRH Advisors
Kansas
$135K
FA
2308
Financial Advantage
Maryland
$107K
IP
2309
Isthmus Partners
Wisconsin
$93K +$32.5K +1,016 +52%
OAM
2310
Orinda Asset Management
California
$91K +$6.78K +212 +8%
LBG
2311
Lloyds Banking Group
United Kingdom
$88K
MAS
2312
Madden Advisory Services
Florida
$81K +$83.5K +2,612 New
SAC
2313
Smith Affiliated Capital
New York
$75.3K
CF
2314
CenterStar Fund
Illinois
$75K
CFSG
2315
Community Financial Services Group
Vermont
$72K -$46.8K -1,464 -39%
RBC
2316
Roble Belko & Company
Pennsylvania
$69K -$384 -12 -0.5%
DA
2317
Dunvegan Associates
California
$64K -$21K -656 -24%
DRS
2318
Deane Retirement Strategies
Louisiana
$61K -$6.06M -189,392 -66%
UB
2319
UMB Bank
Missouri
$58.9K +$3.34M +104,356 +6%
RCWMU
2320
Rothschild & Co Wealth Management (UK)
United Kingdom
$56K -$675K -21,104 -92%
CWM
2321
Cranbrook Wealth Management
Michigan
$56K
NHFG
2322
New Harbor Financial Group
Massachusetts
$47K -$21.8K -680 -31%
GCM
2323
Grisanti Capital Management
New York
$43K
FNBOO
2324
First National Bank of Omaha
Nebraska
$42.7K
MIM
2325
Macroview Investment Management
Maryland
$36K +$1.28K +40 +4%

AAPL Hedge Fund Activity: Q2 2015 in Review

2,336 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2015, worth a combined $417B — down 1.7% from $425B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AAPL positions and 69 closed out — a net gain of 26 holders — while 997 added to existing stakes and 1,054 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $578M. The largest seller was State Street, cutting an estimated $1.87B.

  • 2,336 institutional investors held Apple (AAPL) as of Q2 2015, up from 2,334 in Q1 2015.
  • Funds reported $417B of Apple stock for Q2 2015, down 1.7% quarter-over-quarter.
  • 95 funds opened new Apple positions in Q2 2015 and 69 closed out, a net change of +26 holders.
  • The largest Apple buyer in Q2 2015 was Susquehanna International Group, an estimated $578M added.
  • The largest Apple seller in Q2 2015 was State Street, an estimated $1.87B sold.

Based on aggregated 13F filings for Q2 2015.