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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
RWMH
2301
Riverpoint Wealth Management Holdings
Illinois
$571K -$22K -596 -4%
CIC
2302
Cutler Investment Counsel
Oregon
$571K +$5.62K +152 +1%
HCA
2303
Heck Capital Advisors
Wisconsin
$559K -$43.3K -1,172 -7%
NA
2304
Nottingham Advisors
New York
$551K +$6.66K +180 +1%
SRC
2305
Stone Run Capital
New York
$545K
OAJ
2306
Ogorek Anthony Joseph
New York
$543K -$14.6K -396 -3%
AA
2307
Alesco Advisors
New York
$535K +$17.7K +480 +3%
OAM
2308
Oberweis Asset Management
Illinois
$529K +$92.4K +2,500 +21%
HCM
2309
HM Capital Management
Missouri
$528K +$16.1K +436 +3%
GC
2310
Gratry & Company
Ohio
$523K -$80.6K -2,180 -13%
ML
2311
McAdam LLC
Pennsylvania
$520K +$42.6K +1,152 +9%
HCM
2312
Hengehold Capital Management
Ohio
$519K -$40.8K -1,104 -7%
B
2313
Brightworth
Georgia
$514K -$4.14K -112 -0.8%
DA
2314
Doliver Advisors
Texas
$514K +$528K +14,272 New
NIMC
2315
NWQ Investment Management Company
California
$512K -$69.5K -1,880 -12%
AWMG
2316
Alliance Wealth Management Group
New Jersey
$511K +$134K +3,624 +34%
IC
2317
Iconiq Capital
California
$510K
SIC
2318
Schwartz Investment Counsel
Michigan
$508K
Wealth Enhancement Advisory Services
2319
Wealth Enhancement Advisory Services
Minnesota
$507K -$4.18M -112,976 -89%
IG
2320
Ithaka Group
Virginia
$504K
SFG
2321
Sather Financial Group
Texas
$504K +$518K +14,004 New
KIC
2322
Keating Investment Counselors
Florida
$497K -$25.9K -700 -5%
CWM
2323
Concentric Wealth Management
California
$495K +$109K +2,948 +27%
SCCM
2324
Schafer Cullen Capital Management
New York
$494K
CCM
2325
Cohen Capital Management
California
$491K

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.