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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
RP
4001
Riverwater Partners
Wisconsin
$670K +$473K +3,126 +176%
CWM
4002
Cranbrook Wealth Management
Michigan
$669K -$8.48K -56 -1%
IWP
4003
Insight Wealth Partners
Texas
$667K -$191K -1,262 -21%
SLA
4004
Silver Lake Advisory
Utah
$667K +$10.4K +69 +1%
FPW
4005
Flagship Private Wealth
Massachusetts
$663K +$10.9K +72 +2%
IEFM
4006
IQ EQ Fund Management
Ireland
$662K -$79.5K -525 -10%
P
4007
Palladiem
Pennsylvania
$661K -$251K -1,660 -26%
KIC
4008
Keating Investment Counselors
Florida
$660K -$252K -1,665 -26%
AC
4009
Avant Capital
Louisiana
$660K +$454 +3 +0.1%
ICM
4010
Intrepid Capital Management
Florida
$659K +$33.5K +221 +5%
ACM
4011
Ashford Capital Management
Delaware
$658K -$445K -2,936 -38%
WHRC
4012
W.H. Reaves & Co
New Jersey
$656K
ARS
4013
Adirondack Retirement Specialists
New York
$655K +$303K +1,998 +83%
CPA
4014
Cowen Prime Advisors
New York
$654K +$182K +1,200 +34%
KA
4015
Kearns & Associates
California
$646K -$151K -1,000 -17%
SSC
4016
Syverson Strege & Co
Iowa
$646K +$303 +2 +0%
TPWM
4017
Twelve Points Wealth Management
Massachusetts
$643K +$17.1K +113 +2%
BFP
4018
Briaud Financial Planning
Texas
$642K
KA
4019
Keene & Associates
Texas
$641K -$136K -901 -16%
SFMG
4020
Sage Financial Management Group
Virginia
$640K -$46.2K -305 -6%
PCM
4021
Perkins Capital Management
Minnesota
$636K -$45.4K -300 -6%
RBCM
4022
Raub Brock Capital Management
California
$635K +$151 +1 +0%
ACM
4023
Argyle Capital Management
Pennsylvania
$634K
FWM
4024
FSA Wealth Management
Massachusetts
$631K -$1.5M -9,929 -68%
CW
4025
Cook Wealth
North Carolina
$629K -$45.6K -301 -7%

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.