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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
CCG
4151
Capital CS Group
California
$391K -$642K -4,240 -60%
GIA
4152
Goodwin Investment Advisory
Georgia
$387K -$18.2K -120 -4%
SGA
4153
Seaport Global Advisors
Massachusetts
$384K -$2.73K -18 -0.6%
ECM
4154
Elgethun Capital Management
South Dakota
$383K +$606 +4 +0.1%
CFS
4155
Cannon Financial Strategists
Georgia
$382K +$84.8K +560 +25%
BHWA
4156
Beacon Harbor Wealth Advisors
Virginia
$382K -$4.26M -28,117 -91%
CAIMH
4157
Central Asset Investments & Management Holdings
Hong Kong
$380K -$2.42M -16,000 -85%
TA
4158
TCM Advisors
West Virginia
$376K
IFPL
4159
Investments & Financial Planning LLC
Kentucky
$376K +$4.7K +31 +1%
JF
4160
Joule Financial
Kentucky
$376K +$417K +2,752 New
WFS
4161
Walker Financial Services
Kentucky
$376K +$20.4K +135 +5%
ECG
4162
EPIQ Capital Group
California
$375K +$7.27K +48 +2%
PPW
4163
PACK Private Wealth
Minnesota
$372K -$9.84K -65 -2%
CWA
4164
Choice Wealth Advisors
Maine
$367K -$4.28M -28,285 -91%
WIC
4165
Wilkins Investment Counsel
Massachusetts
$367K
CWA
4166
Consilio Wealth Advisors
Washington
$367K +$106K +700 +35%
SWM
4167
SigFig Wealth Management
California
$366K
LTL
4168
Lowery Thomas LLC
California
$365K -$238K -1,570 -37%
Wolverine Trading
4169
Wolverine Trading
Illinois
$364K -$15.8M -104,254 -98%
AIA
4170
Armor Investment Advisors
North Carolina
$364K -$26.5K -175 -6%
CCM
4171
CAAS Capital Management
New York
$362K +$401K +2,649 New
CJFS
4172
Coulter & Justus Financial Services
Tennessee
$361K -$207K -1,365 -34%
PCM
4173
Passive Capital Management
Maryland
$353K -$75.7K -500 -16%
FPCG
4174
Forum Private Client Group
Indiana
$352K +$83.1K +549 +27%
RBC
4175
Rye Brook Capital
Connecticut
$351K +$21.8K +144 +6%

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.