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
MCM
2351
Mitchell Capital Management
Kansas
$408K +$14.5K +392 +4%
TSS
2352
Thomas Story & Son
Indiana
$407K +$418K +11,300 New
OPTFSNA
2353
Old Point Trust & Financial Services N A
Virginia
$406K +$7.39K +200 +2%
LP
2354
LGL Partners
Pennsylvania
$405K +$416K +11,244 New
BMM
2355
Buffington Mohr McNeal
Idaho
$403K +$413K +11,180 New
VFPI
2356
Vantage Financial Partners (Illinois)
Illinois
$400K +$411K +11,108 New
SDWMA
2357
Schneider Downs Wealth Management Advisors
Pennsylvania
$398K -$194K -5,244 -32%
PV
2358
Private Vista
Illinois
$398K +$396K +10,724 New
NI
2359
NFC Investments
Tennessee
$393K
DCM
2360
Dynamic Capital Management
Jersey
$389K -$1.53M -41,420 -79%
BOIA
2361
Bush ODonnell Investment Advisors
Missouri
$388K
DIP
2362
DT Investment Partners
Pennsylvania
$387K +$126K +3,400 +46%
EMG
2363
ETF Managers Group
New Jersey
$381K +$341K +9,228 New
IWA
2364
IBEX Wealth Advisors
New Jersey
$379K +$386K +10,452 New
EARNEST Partners
2365
EARNEST Partners
Georgia
$372K
OWM
2366
Orgel Wealth Management
Wisconsin
$372K +$11.8K +320 +3%
PTCG
2367
Pring Turner Capital Group
California
$371K
FA
2368
FC Advisory
Pennsylvania
$371K +$1.48K +40 +0.4%
GCP
2369
GSA Capital Partners
United Kingdom
$371K +$381K +10,300 New
GWI
2370
Grace & White Inc
New York
$369K
WCM
2371
Wallace Capital Management
Texas
$367K +$377K +10,192 New
VAM
2372
Visionary Asset Management
Texas
$367K +$377K +10,204 New
SGS
2373
Sterling Global Strategies
California
$365K -$451K -12,188 -55%
LC
2374
Lincoln Capital
Nebraska
$365K +$14.8K +400 +4%
ACP
2375
Arcus Capital Partners
Georgia
$364K -$14.5K -392 -4%

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.