We are live on ! Find out more

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
ADEF
376
Adams Diversified Equity Fund
Maryland
$134M
Balyasny Asset Management
377
Balyasny Asset Management
Illinois
$134M +$138M +914,356 +1,376%
ACP
378
Ashfield Capital Partners
California
$134M -$3.32M -21,933 -2%
SPC
379
Sigma Planning Corp
Michigan
$132M -$7.81M -51,551 -5%
VPIM
380
Vanguard Personalized Indexing Management
California
$131M +$33M +218,135 +29%
HW
381
Hancock Whitney
Mississippi
$131M -$2.89M -19,095 -2%
SW
382
SteelPeak Wealth
California
$130M -$14.1M -93,119 -9%
WS
383
Wedbush Securities
California
$129M -$466K -3,079 -0.3%
SBIA
384
Sheaff Brock Investment Advisors
Indiana
$128M -$24.2M -159,942 -15%
RC
385
RegentAtlantic Capital
New Jersey
$128M +$1.48M +9,768 +1%
WSFS
386
Wilmington Savings Fund Society
Delaware
$127M -$4.04M -26,669 -3%
PP
387
Patten & Patten
Tennessee
$127M -$4.6M -30,396 -3%
IMRF
388
Illinois Municipal Retirement Fund
Illinois
$126M +$51.8M +342,234 +59%
GT
389
Glenview Trust
Kentucky
$126M +$2.86M +18,903 +2%
AS
390
Altshuler Shaham
Israel
$126M +$139M +917,691 +51,614%
B
391
Bailard
California
$125M -$2.72M -17,929 -2%
JWBC
392
John W. Bristol & Co
New York
$125M -$3.65M -24,108 -3%
BFO
393
Biltmore Family Office
North Carolina
$125M -$4.64M -30,636 -3%
CCMG
394
Clark Capital Management Group
Pennsylvania
$122M +$2.78M +18,327 +2%
WI
395
Wafra Inc
New York
$122M -$15.8M -104,167 -10%
MLICM
396
Metropolitan Life Insurance Company (MetLife)
New York
$122M -$4.61M -30,444 -3%
MCM
397
Marsico Capital Management
Colorado
$122M -$67M -442,663 -33%
AAS
398
Avantax Advisory Services
Texas
$120M +$5.48M +36,216 +4%
PFO
399
Pathstone Family Office
New Jersey
$120M +$16.8M +110,784 +14%
CSIC
400
Clifford Swan Investment Counsel
California
$120M -$289K -1,911 -0.2%

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.