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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$49.3B -$234M -6,341,584 -0.5%
BlackRock
2
BlackRock
New York
$45.1B +$22.3M +602,884 +0%
State Street
3
State Street
Massachusetts
$30.6B -$1.1B -29,701,556 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$22.6B -$983M -26,589,944 -4%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$18.8B +$123M +3,339,416 +0.6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$10.3B -$558M -15,085,736 -5%
Northern Trust
7
Northern Trust
Illinois
$9.46B -$31.6M -855,224 -0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$7.94B +$746M +20,182,948 +10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.81B -$30M -810,356 -0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$7.65B -$704M -19,053,716 -8%
Norges Bank
11
Norges Bank
Norway
$7.39B -$12.6M -339,580 -0.2%
Goldman Sachs
12
Goldman Sachs
New York
$7.24B -$222M -6,005,200 -3%
Invesco
13
Invesco
Georgia
$7.16B -$103M -2,792,504 -1%
Capital World Investors
14
Capital World Investors
California
$5.85B -$458M -12,381,752 -7%
Bank of America
15
Bank of America
North Carolina
$5.72B -$550M -14,883,416 -9%
Morgan Stanley
16
Morgan Stanley
New York
$5.38B +$42M +1,135,316 +0.8%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$5.11B -$711M -19,224,712 -12%
Wells Fargo
18
Wells Fargo
California
$4.39B -$173M -4,675,388 -4%
TCIM
19
TIAA CREF Investment Management
New York
$4.39B -$192M -5,201,364 -4%
Capital Research Global Investors
20
Capital Research Global Investors
California
$4.24B +$569M +15,381,452 +15%
Ameriprise
21
Ameriprise
Minnesota
$4.11B -$265M -7,172,632 -6%
Jennison Associates
22
Jennison Associates
New York
$3.91B -$110M -2,968,392 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.76B +$114M +3,084,184 +3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.17B -$215M -5,814,736 -6%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$2.88B +$2.22B +60,075,160 +301%

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.