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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
CCP
4076
Cassia Capital Partners
North Carolina
$548K +$85.4K +564 +16%
SCS
4077
Syquant Capital SAS
France
$547K
WG
4078
Watchman Group
Texas
$543K -$30.9K -204 -5%
FFW
4079
Fusion Family Wealth
New York
$543K +$61.5K +406 +11%
SOAG
4080
Silver Oak Advisory Group
Oregon
$537K +$10.4K +69 +2%
HFS
4081
Horizon Financial Services
North Carolina
$536K
CWA
4082
Carolina Wealth Advisors
South Carolina
$536K +$3.79K +25 +0.6%
PI
4083
Pachira Investments
California
$536K +$20.4K +135 +4%
SPIA
4084
Strategic Point Investment Advisors
Rhode Island
$534K
BA
4085
BCM Advisors
Louisiana
$528K
MAM
4086
MMA Asset Management
Pennsylvania
$528K
BMCM
4087
Burns Matteson Capital Management
New York
$526K -$411K -2,716 -41%
WH
4088
Whitcomb & Hess
Ohio
$525K -$170K -1,123 -23%
BFS
4089
Beacon Financial Strategies
North Carolina
$522K
NOCM
4090
Night Owl Capital Management
Connecticut
$519K
CWM
4091
Cadence Wealth Management
Massachusetts
$519K +$32.1K +212 +6%
FP
4092
Foundry Partners
Minnesota
$517K -$503K -3,320 -47%
SPAS
4093
Spectrum Planning & Advisory Services
California
$515K
BWM
4094
Blossom Wealth Management
California
$514K +$4.54K +30 +0.8%
SC
4095
Schoolcraft Capital
Colorado
$513K -$31.5K -208 -5%
BFA
4096
Bluestem Financial Advisors
Illinois
$508K -$23.6K -156 -4%
SA
4097
Syntax Advisors
New York
$508K +$85.4K +564 +18%
VCG
4098
Vantage Consulting Group
Virginia
$508K +$85.4K +564 +18%
BAM
4099
Boyar Asset Management
New York
$505K
EFS
4100
Econ Financial Services
Pennsylvania
$502K +$492K +3,251 +772%

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.