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Apple
AAPL

Overview Fund Activity

4,303 hedge funds and large institutions have $1.28T invested in Apple in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 1,757 increasing their positions, 2,163 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,303
Holders Change
-52
Holders Change %
-1.19%
% of All Funds
72.76%
Holding in Top 10
2,547
Holding in Top 10 Change
-176
Holding in Top 10 Change %
-6.46%
% of All Funds
43.07%
New
120
Increased
1,757
Reduced
2,163
Closed
112
Calls
$29.6B
Puts
$34.2B
Net Calls
-$4.6B
Net Calls Change
+$3.2B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.84B
2
Norges Bank
Norges Bank
Norway
+$1.46B
3
Legal & General Group
Legal & General Group
United Kingdom
+$1.29B
4
UBS AM
UBS AM
Illinois
+$1.19B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1B

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$3.54B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$2.44B
3
State Street
State Street
Massachusetts
-$2.14B
4
CIAS
CFS Investment Advisory Services
New Jersey
-$1.01B
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$994M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFA
2751
Oak Family Advisors
Illinois
$4.67M -$447K -3,268 -9%
AWM
2752
Aberdeen Wealth Management
Illinois
$4.66M -$5.74K -42 -0.1%
BWG
2753
Beta Wealth Group
California
$4.66M +$3.46M +25,286 +286%
LCM
2754
Lattice Capital Management
Washington
$4.65M +$7.42K +51 +0.2%
OCM
2755
Osterweis Capital Management
California
$4.65M -$32.1K -235 -0.7%
PTC
2756
Provident Trust Company
Wisconsin
$4.65M – – –
GPA
2757
Garrison Point Advisors
California
$4.65M -$82K -600 -2%
MPPW
2758
Mitchell & Pahl Private Wealth
Oklahoma
$4.64M +$72.1K +527 +2%
KCFA
2759
Key Client Fiduciary Advisors
New Jersey
$4.63M -$29.1K -213 -0.6%
GPA
2760
Guerra Pan Advisors
New Jersey
$4.63M +$11.4K +70 +0.2%
CCM
2761
Check Capital Management
California
$4.63M – – –
CIP
2762
Convergence Investment Partners
Florida
$4.63M -$173K -1,263 -4%
TFP
2763
Tilia Fiduciary Partners
North Carolina
$4.62M +$613K +4,204 +15%
HA
2764
Harfst & Associates
Wyoming
$4.62M -$192K -1,407 -4%
NAG
2765
Northstar Advisory Group
New Jersey
$4.61M -$761K -5,565 -14%
CPP
2766
Capasso Planning Partners
South Carolina
$4.59M +$72K +527 +2%
WLIM
2767
White Lighthouse Investment Management
Massachusetts
$4.58M -$6.02K -44 -0.1%
GAAM
2768
Guinness Atkinson Asset Management
California
$4.58M -$1.98M -14,467 -30%
CCG
2769
Coastwise Capital Group
California
$4.57M +$1.1M +8,058 +32%
FS
2770
Ferguson Shapiro
Georgia
$4.57M +$3.24M +23,726 +244%
PWA
2771
Phoenix Wealth Advisors
North Carolina
$4.57M +$94.9K +694 +2%
KBFS
2772
Kohmann Bosshard Financial Services
Ohio
$4.56M -$396K -2,900 -8%
FFC
2773
First Financial Corp
Indiana
$4.56M -$27.1K -198 -0.6%
WWM
2774
Wagner Wealth Management
South Carolina
$4.56M +$167K +1,222 +4%
NCM
2775
Next Capital Management
New York
$4.56M +$16.8K +123 +0.4%
109 110
111
112 113