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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
HA
4051
HFG Advisors
Ohio
$587K
FCM
4052
Fairholme Capital Management
Florida
$582K
SA
4053
SWM Advisors
Florida
$582K
PCH
4054
Polar Capital Holdings
United Kingdom
$581K -$98.2M -648,193 -13%
SCM
4055
Shapiro Capital Management
Georgia
$581K
DCM
4056
Davidson Capital Management
Texas
$580K -$588K -3,886 -48%
ACP
4057
Arcus Capital Partners
Georgia
$580K +$8.78K +58 +1%
GWAM
4058
Guardian Wealth Advisors (Minnesota)
Minnesota
$579K -$5.3K -35 -0.8%
IPW
4059
IronBridge Private Wealth
Texas
$577K -$253K -1,672 -28%
GG
4060
Gleason Group
Kentucky
$577K -$5.75K -38 -0.9%
SCA
4061
Scott Capital Advisors
Oregon
$577K +$49.7K +328 +8%
LCM
4062
Landscape Capital Management
New Jersey
$575K -$606 -4 -0.1%
TC
4063
Tacita Capital
Ontario, Canada
$574K -$12.9K -85 -2%
MCA
4064
Maryland Capital Advisors
Maryland
$574K +$10.8K +71 +2%
SWM
4065
Seaside Wealth Management
California
$572K +$531K +3,508 New
MAS
4066
Madden Advisory Services
Florida
$571K +$454 +3 +0.1%
EA
4067
Evergreen Advisors
Tennessee
$570K +$23.8K +157 +4%
AMIM
4068
Aull & Monroe Investment Management
Alabama
$568K +$22.9K +151 +4%
GP
4069
Geneva Partners
Wisconsin
$565K -$60K -396 -9%
CIM
4070
Contravisory Investment Management
Massachusetts
$563K -$16.2K -107 -3%
BC
4071
Bridgefront Capital
Texas
$554K -$38.9K -257 -6%
SL
4072
Savior LLC
Massachusetts
$551K -$134K -883 -18%
LPWM
4073
Lake Point Wealth Management
Texas
$550K +$10.1K +67 +2%
NI
4074
NFC Investments
Tennessee
$549K
BWL
4075
Beacon Wealthcare LLC
North Carolina
$548K +$11.4K +75 +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.