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2,336 hedge funds and large institutions have $417B invested in Apple in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 997 increasing their positions, 1,054 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

0% more funds holding

Funds holding: 2,3342,336 (+2)

2% less capital invested

Capital invested by funds: $425B → $417B (-$7.41B)

5% less repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 1,054

2% less funds holding in top 10

Funds holding in top 10: 1,2371,217 (-20)

18% less call options, than puts

Call options by funds: $16.7B | Put options by funds: $20.3B

Holders
2,336
Holders Change
+2
Holders Change %
+0.09%
% of All Funds
62.91%
Holding in Top 10
1,217
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-1.62%
% of All Funds
32.78%
New
95
Increased
997
Reduced
1,054
Closed
69
Calls
$16.7B
Puts
$20.3B
Net Calls
-$3.62B
Net Calls Change
-$1.44B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$41.1B +$69.5M +2,171,868 +0.2%
State Street
2
State Street
Massachusetts
$27.9B -$1.87B -58,540,404 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$22.7B +$506M +15,822,640 +2%
BIT
4
BlackRock Institutional Trust
California
$18.9B -$767M -23,985,216 -4%
Northern Trust
5
Northern Trust
Illinois
$10.1B +$38.3M +1,198,112 +0.4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$9.63B -$676M -21,125,360 -6%
BFA
7
BlackRock Fund Advisors
California
$8.62B -$110M -3,453,276 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.56B +$252M +7,883,212 +3%
Invesco
9
Invesco
Georgia
$7.59B -$74.7M -2,335,956 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$6.67B -$740M -23,147,212 -10%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$6.02B -$275M -8,610,596 -4%
Norges Bank
12
Norges Bank
Norway
$5.93B -$12M -376,156 -0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$5.9B -$41.7M -1,304,604 -0.7%
BG
14
BlackRock Group
United Kingdom
$5.76B -$72.8M -2,275,320 -1%
Goldman Sachs
15
Goldman Sachs
New York
$5.67B -$344M -10,741,704 -6%
TCIM
16
TIAA CREF Investment Management
New York
$4.88B -$339M -10,608,872 -6%
Morgan Stanley
17
Morgan Stanley
New York
$4.83B +$49.3M +1,540,920 +1%
Wells Fargo
18
Wells Fargo
California
$4.72B -$108M -3,380,368 -2%
Jennison Associates
19
Jennison Associates
New York
$4.31B -$83.4M -2,606,920 -2%
Ameriprise
20
Ameriprise
Minnesota
$4.27B +$102M +3,183,012 +2%
Bank of America
21
Bank of America
North Carolina
$4.25B +$141M +4,405,348 +3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$4.16B +$578M +18,079,028 +16%
UBS AM
23
UBS AM
Illinois
$3.86B -$121M -3,769,028 -3%
JHIU
24
Janus Henderson Investors US
Colorado
$3.83B -$236M -7,378,440 -6%
Deutsche Bank
25
Deutsche Bank
Germany
$3.78B -$662M -20,692,868 -15%

AAPL Hedge Fund Activity: Q2 2015 in Review

2,336 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2015, worth a combined $417B — down 1.7% from $425B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AAPL positions and 69 closed out — a net gain of 26 holders — while 997 added to existing stakes and 1,054 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $578M. The largest seller was State Street, cutting an estimated $1.87B.

  • 2,336 institutional investors held Apple (AAPL) as of Q2 2015, up from 2,334 in Q1 2015.
  • Funds reported $417B of Apple stock for Q2 2015, down 1.7% quarter-over-quarter.
  • 95 funds opened new Apple positions in Q2 2015 and 69 closed out, a net change of +26 holders.
  • The largest Apple buyer in Q2 2015 was Susquehanna International Group, an estimated $578M added.
  • The largest Apple seller in Q2 2015 was State Street, an estimated $1.87B sold.

Based on aggregated 13F filings for Q2 2015.