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2,296 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 839 increasing their positions, 1,035 reducing their positions, and 68 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10: →

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

19% less repeat investments, than reductions

Existing positions increased: 839 | Existing positions reduced: 1,035

38% less call options, than puts

Call options by funds: $16.6B | Put options by funds: $26.6B

Holders
2,296
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,154
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6B
Puts
$26.6B
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
+$589M
2
+$563M
3
+$541M
4
MTIM
Marathon Trading Investment Management
Pennsylvania
+$485M
5
JP Morgan Chase
JP Morgan Chase
New York
+$485M

Top Sellers

Rank Fund Capital Flow
1
-$5.32B
2
-$2.36B
3
-$1.46B
4
Goldman Sachs
Goldman Sachs
New York
-$1.25B
5
Invesco
Invesco
Georgia
-$847M
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$36.7B
2
$27.1B
3
$19.8B
4
$17.1B
5
$12.5B
6
$9.49B
7
$9.08B
8
$8.01B
9
$6.95B
10
$6.89B
11
$6.82B
12
$5.19B
13
$5.08B
14
$5.08B
15
$5.06B
16
$4.99B
17
$4.88B
18
$4.73B
19
$4.7B
20
$3.96B
21
$3.69B
22
$3.65B
23
$3.3B
24
$3.29B
25
$3.05B
1
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AAPL Hedge Fund Activity: Q4 2014 in Review

2,296 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2014, worth a combined $397B — up 10% from $360B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new AAPL positions and 68 closed out — a net gain of 195 holders — while 839 added to existing stakes and 1,035 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $589M. The largest seller was Icahn Carl, exiting entirely with an estimated $5.32B sold.

  • 2,296 institutional investors held Apple (AAPL) as of Q4 2014, up from 2,125 in Q3 2014.
  • Funds reported $397B of Apple stock for Q4 2014, up 10% quarter-over-quarter.
  • 263 funds opened new Apple positions in Q4 2014 and 68 closed out, a net change of +195 holders.
  • The largest Apple buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $589M added.
  • The largest Apple seller in Q4 2014 was Icahn Carl, an estimated $5.32B sold.

Based on aggregated 13F filings for Q4 2014.