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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
LWA
3951
LWS Wealth Advisors
New Jersey
$772K
CCM
3952
Cullen Capital Management
New York
$771K
KTA
3953
Keeley-Teton Advisors
Illinois
$769K
KFSC
3954
Keystone Financial Services (Colorado)
Colorado
$769K
NPPM
3955
North Point Portfolio Managers
Ohio
$765K +$1.51K +10 +0.2%
AIA
3956
Angeles Investment Advisors
California
$764K
WWP
3957
Waypoint Wealth Partners
California
$762K -$320K -2,115 -28%
RWG
3958
Regal Wealth Group
California
$760K +$31K +205 +4%
LG
3959
Lane Generational
Massachusetts
$759K -$86.9K -574 -9%
BWA
3960
BlueSky Wealth Advisors
North Carolina
$757K -$64.1K -423 -7%
FWM
3961
FFT Wealth Management
Pennsylvania
$756K
LWP
3962
Laurel Wealth Planning
Minnesota
$753K +$3.79K +25 +0.5%
LFDLE
3963
La Financiere de L'Echiquier
France
$752K -$61K -403 -7%
CAC
3964
Cowen and Company
New York
$752K +$833K +5,500 New
SW
3965
Simplicity Wealth
New Jersey
$747K -$133K -876 -14%
PWA
3966
Pillar Wealth Advisors
Pennsylvania
$747K +$21.5K +142 +3%
MA
3967
MAS Advisors
Florida
$746K +$106K +702 +15%
BI
3968
Blooom Inc
Kansas
$744K +$482K +3,186 +149%
APC
3969
Asset Planning Corporation
Tennessee
$742K +$909 +6 +0.1%
GWMI
3970
Guardian Wealth Management (Illinois)
Illinois
$741K +$909 +6 +0.1%
HHRDM
3971
H&H Retirement Design & Management
Nevada
$740K +$454 +3 +0.1%
SEC
3972
Seven Eight Capital
New York
$734K -$6.1M -40,253 -88%
CC
3973
Codex Capital
New York
$732K
PM
3974
Phraction Management
Connecticut
$731K +$526K +3,472 +185%
FAM
3975
Forte Asset Management
New York
$728K +$806K +5,323 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.