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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
PFA
3976
Peak Financial Advisors
Colorado
$725K -$50.6K -334 -6%
WG
3977
Winton Group
United Kingdom
$723K +$801K +5,286 New
HFAS
3978
Hummer Financial Advisory Services
Illinois
$720K -$15.1K -100 -2%
SCM
3979
Stordahl Capital Management
Colorado
$719K +$3.48K +23 +0.4%
IWP
3980
IAG Wealth Partners
Wisconsin
$715K -$757 -5 -0.1%
EA
3981
Evolution Advisers
Virginia
$714K
IF
3982
Insight Folios
North Carolina
$713K -$449K -2,968 -36%
UWM
3983
USAdvisors Wealth Management
Minnesota
$713K -$141K -929 -15%
LAI
3984
Legal Advantage Investments
California
$711K +$787K +5,198 New
VI
3985
Versor Investments
New York
$707K +$783K +5,171 New
BRC
3986
Bell Rock Capital
Delaware
$706K -$13.5M -89,343 -95%
JC
3987
Jentner Corp
Ohio
$706K +$303 +2 +0%
HFA
3988
Highland Financial Advisors
New Jersey
$698K +$773K +5,104 New
LL
3989
LPWM LLC
Minnesota
$696K +$151 +1 +0%
PA
3990
Prism Advisors
California
$694K -$9.69K -64 -1%
BC
3991
Barnett & Company
Tennessee
$692K +$22.7K +150 +3%
UI
3992
Unconventional Investor
New Hampshire
$691K +$454 +3 +0.1%
TDWM
3993
Topel & Distasi Wealth Management
California
$690K
SFP
3994
Strategic Financial Partners
Oregon
$689K -$151 -1 -0%
NCG
3995
Newport Capital Group
New Jersey
$684K -$15.4K -102 -2%
LODC
3996
Lanham O'Dell & Company
West Virginia
$683K +$98.4K +650 +15%
PFG
3997
Piershale Financial Group
Illinois
$675K -$3.63K -24 -0.5%
FA
3998
Financial Advantage
Maryland
$674K -$30.3K -200 -4%
LWA
3999
Lowe Wealth Advisors
Maryland
$673K -$20.6K -136 -3%
BIP
4000
Blueprint Investment Partners
North Carolina
$670K -$8.78M -57,982 -92%

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.