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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
PA
2426
Parkside Advisors
California
$262K +$592 +16 +0.2%
BCM
2427
Breithorn Capital Management
New York
$261K -$20.7K -560 -7%
MAM
2428
Marquette Asset Management
Minnesota
$259K -$99.1K -2,680 -27%
AFS
2429
Access Financial Services
Minnesota
$259K -$96.1K -2,600 -27%
ES
2430
Equitec Specialists
Illinois
$259K +$266K +7,200 New
RBCM
2431
Raub Brock Capital Management
California
$258K
MBI
2432
Montrusco Bolton Investments
Quebec, Canada
$258K +$264K +7,152 New
FC
2433
FCA Corp
Texas
$257K +$264K +7,128 New
RSA
2434
Robertson Stephens Advisors
California
$255K -$362K -9,780 -58%
CCM
2435
Compass Capital Management
Minnesota
$253K
VIMU
2436
Veritas Investment Management (UK)
United Kingdom
$253K
WFWM
2437
Wechter Feldman Wealth Management
New Jersey
$250K +$296 +8 +0.1%
SM
2438
Salzhauer Michael
$248K
SFM
2439
Soros Fund Management
New York
$245K +$44.4K +1,200 +21%
AW
2440
Alpha Windward
Massachusetts
$244K -$3.85K -104 -2%
SAM
2441
Shamrock Asset Management
Texas
$242K +$30.9K +836 +14%
MWM
2442
MinichMacGregor Wealth Management
New York
$238K -$1.77K -48 -0.7%
WI
2443
Welch Investments
Alabama
$231K +$3.4K +92 +1%
SKK
2444
Shepherd Kaplan Krochuk
Massachusetts
$230K +$237K +6,400 New
LI
2445
LVZ Inc
Michigan
$229K +$148 +4 +0.1%
SHJ
2446
Sharkey, Howes & Javer
Colorado
$227K -$2.96K -80 -1%
SCM
2447
Salem Capital Management
Massachusetts
$227K
SHIM
2448
Stone House Investment Management
Pennsylvania
$226K +$887 +24 +0.4%
CM
2449
Capital Management
Virginia
$225K +$231K +6,244 New
SA
2450
SpiderRock Advisors
Delaware
$219K

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.