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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
OWIM
2326
Old West Investment Management
California
$488K +$26.8K +724 +6%
AZA
2327
Arthur Zaske & Associates
Michigan
$484K -$68.2K -1,844 -12%
KI
2328
Koch Industries
Kansas
$483K -$8.87K -240 -2%
HCM
2329
Hutchinson Capital Management
California
$483K +$118K +3,200 +31%
BIG
2330
Bellwether Investment Group
Tennessee
$480K +$12.1K +328 +3%
RP
2331
Reinhart Partners
Wisconsin
$479K +$5.92K +160 +1%
11A
2332
10-15 Associates
New York
$472K -$296 -8 -0.1%
NQWM
2333
Northwest Quadrant Wealth Management
Oregon
$471K +$17.9K +484 +4%
VCP
2334
Vista Capital Partners
Oregon
$469K -$103K -2,780 -18%
WA
2335
WESPAC Advisors
California
$469K +$106K +2,876 +28%
KA
2336
Klingman & Associates
New York
$466K -$3.25K -88 -0.7%
CFN
2337
Cordasco Financial Network
Florida
$466K +$7.25K +196 +2%
FDS
2338
First Dallas Securities
Texas
$466K +$44.8K +1,212 +10%
IAMOG
2339
Investors Asset Management of Georgia
Georgia
$463K
CAM
2340
Crestone Asset Management
Colorado
$462K +$475K +12,844 New
USGIU
2341
U.S. Global Investors (USGI)
Texas
$457K +$469K +12,696 New
GEM
2342
Global Endowment Management
North Carolina
$442K
HIM
2343
Hillsdale Investment Management
Ontario, Canada
$437K +$35.5K +960 +9%
LIM
2344
Loudon Investment Management
New Hampshire
$435K -$26.2K -708 -6%
FMP
2345
Financial Management Professionals
Texas
$433K +$296 +8 +0.1%
VFM
2346
Viking Fund Management
North Dakota
$432K
PIM
2347
Partner Investment Management
California
$426K -$342K -9,256 -44%
CNB
2348
Camden National Bank
Maine
$426K +$67.1K +1,816 +18%
CCA
2349
Conestoga Capital Advisors
Pennsylvania
$422K
GA
2350
Gateway Advisory
New Jersey
$412K +$178K +4,812 +73%

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.