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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
AFWM
4026
AMJ Financial Wealth Management
Virginia
$628K -$4M -26,404 -85%
CAM
4027
CenterStar Asset Management
Illinois
$626K
LAS
4028
Lloyd Advisory Services
Georgia
$625K +$214K +1,414 +45%
DTIM
4029
Danda Trouve Investment Management
Kansas
$623K -$14.8K -98 -2%
PAIM
4030
Punch & Associates Investment Management
Minnesota
$622K +$235K +1,551 +52%
HF
4031
Halpern Financial
Virginia
$622K +$14.5K +96 +2%
AWA
4032
Aquire Wealth Advisors
Utah
$621K -$2.42K -16 -0.4%
FW
4033
FirstPurpose Wealth
Utah
$621K +$31.3K +207 +5%
JFG
4034
JMG Financial Group
Illinois
$619K +$473K +3,124 +222%
VEA
4035
Virtus ETF Advisers
New York
$618K +$685K +4,522 New
PWG
4036
Private Wealth Group
Florida
$612K +$34.7K +229 +5%
HWM
4037
Heirloom Wealth Management
Colorado
$607K +$271K +1,789 +95%
NP
4038
Ninepoint Partners
Ontario, Canada
$602K +$23.5K +155 +4%
AI
4039
Atom Investors
Texas
$602K +$666K +4,401 New
CFM
4040
Capricorn Fund Managers
United Kingdom
$602K +$667K +4,402 New
RI
4041
Ridgewood Investments
New Jersey
$598K -$57.5K -380 -8%
BWM
4042
Boyd Wealth Management
California
$597K +$108K +716 +20%
TAIM
4043
TD Ameritrade Investment Management
Nebraska
$596K -$146K -964 -18%
CWA
4044
Cornerstone Wealth Advisors
Minnesota
$596K
FCM
4045
Fairbanks Capital Management
California
$596K +$27.3K +180 +4%
FFIC
4046
First Fiduciary Investment Counsel
Ohio
$593K -$43.9K -290 -6%
MC
4047
Merlin Capital
Rhode Island
$593K
AF
4048
AtlasMark Financial
Texas
$590K
GC
4049
Gruss & Co
Florida
$588K -$9.09K -60 -1%
CCM
4050
Community Capital Management
Florida
$588K +$651K +4,300 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.