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2,306 hedge funds and large institutions have $360B invested in Apple in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 1,140 increasing their positions, 933 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 1,140 | Existing positions reduced: 933

8% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 91

1% less funds holding

Funds holding: 2,3362,306 (-30)

5% less funds holding in top 10

Funds holding in top 10: 1,2171,157 (-60)

13% less call options, than puts

Call options by funds: $15B | Put options by funds: $17.4B

14% less capital invested

Capital invested by funds: $417B → $360B (-$57.6B)

Holders
2,306
Holders Change
-30
Holders Change %
-1.28%
% of All Funds
64.36%
Holding in Top 10
1,157
Holding in Top 10 Change
-60
Holding in Top 10 Change %
-4.93%
% of All Funds
32.29%
New
84
Increased
1,140
Reduced
933
Closed
91
Calls
$15B
Puts
$17.4B
Net Calls
-$2.33B
Net Calls Change
+$1.29B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$36.3B +$215M +7,319,388 +0.6%
State Street
2
State Street
Massachusetts
$24B -$608M -20,730,120 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$18.5B -$1.57B -53,371,928 -7%
BIT
4
BlackRock Institutional Trust
California
$16.4B -$247M -8,425,816 -1%
Northern Trust
5
Northern Trust
Illinois
$8.51B -$356M -12,136,984 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$8.11B -$381M -12,990,808 -4%
BFA
7
BlackRock Fund Advisors
California
$7.52B -$59.4M -2,025,776 -0.7%
JP Morgan Chase
8
JP Morgan Chase
New York
$7.05B -$506M -17,260,416 -6%
Invesco
9
Invesco
Georgia
$6.69B +$11.9M +404,792 +0.2%
IC
10
Icahn Carl
Florida
$5.82B +$6.19B +211,043,392 New
Norges Bank
11
Norges Bank
Norway
$5.28B +$65.2M +2,224,420 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.19B -$3.02M -103,136 -0.1%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$5.15B -$146M -4,992,036 -3%
BG
14
BlackRock Group
United Kingdom
$5.09B +$25.3M +862,472 +0.5%
Goldman Sachs
15
Goldman Sachs
New York
$4.71B -$297M -10,141,384 -6%
Bank of America
16
Bank of America
North Carolina
$4.62B +$941M +32,082,088 +24%
Morgan Stanley
17
Morgan Stanley
New York
$4.3B +$55.1M +1,880,216 +1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$4.22B -$1.76B -59,863,984 -28%
Wells Fargo
19
Wells Fargo
California
$4.13B -$15.7M -536,348 -0.4%
TCIM
20
TIAA CREF Investment Management
New York
$4.08B -$221M -7,548,648 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.68B +$21.4M +731,224 +0.6%
Jennison Associates
22
Jennison Associates
New York
$3.65B -$144M -4,925,916 -4%
Ameriprise
23
Ameriprise
Minnesota
$3.53B -$242M -8,235,632 -6%
JHIU
24
Janus Henderson Investors US
Colorado
$3.26B -$121M -4,138,836 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$3.08B -$23.3M -794,460 -0.7%

AAPL Hedge Fund Activity: Q3 2015 in Review

2,306 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2015, worth a combined $360B — down 14% from $417B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of AAPL and 84 opened new positions — a net loss of 7 holders — while 933 trimmed existing stakes and 1,140 added.

The largest buyer was Icahn Carl, opening a new position worth an estimated $6.19B. The largest seller was Wellington Management Group, cutting an estimated $1.76B.

  • 2,306 institutional investors held Apple (AAPL) as of Q3 2015, down from 2,336 in Q2 2015.
  • Funds reported $360B of Apple stock for Q3 2015, down 14% quarter-over-quarter.
  • 84 funds opened new Apple positions in Q3 2015 and 91 closed out, a net change of -7 holders.
  • The largest Apple buyer in Q3 2015 was Icahn Carl, an estimated $6.19B added.
  • The largest Apple seller in Q3 2015 was Wellington Management Group, an estimated $1.76B sold.

Based on aggregated 13F filings for Q3 2015.