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4,327 hedge funds and large institutions have $1.28T invested in Apple in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 1,760 increasing their positions, 2,179 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 113

0.13% less ownership

Funds ownership: 58.16%58.02% (-0.13%)

1% less funds holding

Funds holding: 4,3794,327 (-52)

7% less funds holding in top 10

Funds holding in top 10: 2,7412,562 (-179)

13% less call options, than puts

Call options by funds: $29.6B | Put options by funds: $34.2B

19% less repeat investments, than reductions

Existing positions increased: 1,760 | Existing positions reduced: 2,179

25% less capital invested

Capital invested by funds: $1.7T → $1.28T (-$420B)

Holders
4,327
Holders Change
-52
Holders Change %
-1.19%
% of All Funds
72.88%
Holding in Top 10
2,562
Holding in Top 10 Change
-179
Holding in Top 10 Change %
-6.53%
% of All Funds
43.15%
New
121
Increased
1,760
Reduced
2,179
Closed
113
Calls
$29.6B
Puts
$34.2B
Net Calls
-$4.59B
Net Calls Change
+$3.2B
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
251
Oregon Public Employees Retirement Fund
Oregon
$265M +$39.4M +260,230 +15%
CW
252
Connectus Wealth
Ohio
$262M +$159M +1,047,469 +120%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$260M -$10M -66,240 -3%
BC
254
Bartlett & Co
Ohio
$260M -$10M -66,240 -3%
CAN
255
Cetera Advisor Networks
California
$260M +$12.2M +80,668 +4%
CWP
256
Capital Wealth Planning
Florida
$259M +$37.2M +245,897 +15%
BCIM
257
British Columbia Investment Management
British Columbia, Canada
$259M -$97.1M -641,382 -25%
BMSSC
258
B. Metzler seel. Sohn & Co
Germany
$258M -$14.2M -93,507 -5%
Lido Advisors
259
Lido Advisors
California
$256M -$8.74M -57,739 -3%
RFC
260
Regions Financial Corp
Alabama
$253M -$3.6M -23,789 -1%
ASC
261
Atalanta Sosnoff Capital
New York
$253M -$28.4M -187,660 -9%
PCA
262
Personal Capital Advisors
California
$252M +$4.45M +29,390 +2%
WF
263
Welch & Forbes
Massachusetts
$252M -$133K -876 -0%
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$251M +$5.87M +38,752 +2%
SPIA
265
Steward Partners Investment Advisory
New York
$251M +$871K +5,752 +0.3%
EIP
266
Epoch Investment Partners
New York
$248M -$69.1M -456,341 -20%
Rafferty Asset Management
267
Rafferty Asset Management
New York
$248M -$84.2M -555,796 -23%
CFB
268
Cullen/Frost Bankers
Texas
$247M +$3.94K +26 +0%
Vontobel Holding
269
Vontobel Holding
Switzerland
$244M -$2.31M -15,229 -0.9%
LWCFA
270
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$235M -$3.22M -21,245 -1%
WT
271
Whittier Trust
California
$235M +$1.27M +8,365 +0.5%
VMPIC
272
Varma Mutual Pension Insurance Co
Finland
$235M -$76.8M -507,051 -23%
TAF
273
Tredje AP-fonden
Sweden
$233M
Two Sigma Investments
274
Two Sigma Investments
New York
$232M +$76.4M +504,563 +42%
MML Investors Services
275
MML Investors Services
Massachusetts
$232M +$4.91M +32,393 +2%

AAPL Hedge Fund Activity: Q2 2022 in Review

4,327 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2022, worth a combined $1.28T — down 25% from $1.7T a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new AAPL positions and 113 closed out — a net gain of 8 holders — while 1,760 added to existing stakes and 2,179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.69B. The largest seller was Aaron Wealth Advisors, cutting an estimated $3.92B.

  • 4,327 institutional investors held Apple (AAPL) as of Q2 2022, down from 4,379 in Q1 2022.
  • Funds reported $1.28T of Apple stock for Q2 2022, down 25% quarter-over-quarter.
  • 121 funds opened new Apple positions in Q2 2022 and 113 closed out, a net change of +8 holders.
  • The largest Apple buyer in Q2 2022 was Morgan Stanley, an estimated $8.69B added.
  • The largest Apple seller in Q2 2022 was Aaron Wealth Advisors, an estimated $3.92B sold.

Based on aggregated 13F filings for Q2 2022.