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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
Qube Research & Technologies (QRT)
351
Qube Research & Technologies (QRT)
United Kingdom
$149M +$15.4M +101,815 +10%
AAM
352
Abeille Asset Management
France
$148M -$26.4M -174,428 -14%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$147M +$28.4M +187,386 +21%
CLOS
354
Compagnie Lombard Odier SCmA
Switzerland
$147M -$2.79M -18,451 -2%
SWP
355
Stratos Wealth Partners
Ohio
$147M +$1.39M +9,164 +0.9%
TAM
356
Tocqueville Asset Management
New York
$145M -$1.57M -10,349 -1%
SIC
357
Salem Investment Counselors
North Carolina
$145M -$463K -3,059 -0.3%
GF
358
Gabelli Funds
New York
$145M -$3.53M -23,320 -2%
AIMCA
359
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$144M -$95M -627,493 -37%
BBHC
360
Brown Brothers Harriman & Co
New York
$144M -$29.9M -197,543 -16%
QP
361
Quilter Plc
United Kingdom
$144M -$7.42M -48,993 -4%
SDIC
362
South Dakota Investment Council
South Dakota
$143M -$970K -6,407 -0.6%
WTC
363
WhitTier Trust Company
Nevada
$143M +$5.87M +38,732 +4%
NSLI
364
Nan Shan Life Insurance
Taiwan
$143M +$23M +152,146 +17%
CGH
365
Crossmark Global Holdings
Texas
$142M +$5.47M +36,102 +4%
SIG
366
Stonegate Investment Group
Alabama
$142M +$16.6M +109,659 +12%
AAM
367
Advisors Asset Management
Colorado
$142M -$25M -165,217 -14%
QPBE
368
Quintet Private Bank (Europe)
Luxembourg
$141M +$111M +732,038 New
MIAN
369
Mariner Independent Advisor Network
Kansas
$141M +$16.2M +106,742 +12%
WCM
370
Windward Capital Management
California
$140M -$5.41M -35,735 -3%
IAIM
371
Industrial Alliance Investment Management
Quebec, Canada
$139M -$3.03M -19,978 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
372
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$139M -$471M -3,110,775 -75%
IAA
373
Independent Advisor Alliance
North Carolina
$138M -$1.79M -11,816 -1%
WB
374
WesBanco Bank
West Virginia
$137M -$1.54M -10,181 -1%
CS
375
Clear Street
New York
$137M +$152M +1,000,803 New

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.