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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
PWS
4176
Peloton Wealth Strategists
Indiana
$348K +$61.8K +408 +19%
AFC
4177
Adaptive Financial Consulting
Ohio
$347K -$648K -4,276 -63%
AAM
4178
Ameraudi Asset Management
New York
$346K
SFBLI
4179
Southern Farm Bureau Life Insurance
Mississippi
$342K
DMKJ
4180
David M. Knott Jr
$341K +$59.7K +394 +19%
WS
4181
Wela Strategies
Georgia
$340K +$29.7K +196 +9%
BA
4182
Bellwether Advisors
Nebraska
$338K -$1.82K -12 -0.5%
MUMSS
4183
Mitsubishi UFJ Morgan Stanley Securities
Japan
$338K
SAM
4184
Simplify Asset Management
Nevada
$337K -$546K -3,606 -59%
MCP
4185
Martin Capital Partners
Oregon
$337K -$24.2K -160 -6%
EFG
4186
Erickson Financial Group
Pennsylvania
$337K +$454 +3 +0.1%
BI
4187
Berkeley Inc
Idaho
$336K +$151 +1 +0%
FVCM
4188
F&V Capital Management
Florida
$335K -$320K -2,110 -46%
SI
4189
Sprott Inc
Ontario, Canada
$334K
SAM
4190
Sequent Asset Management
Texas
$332K -$151 -1 -0%
LFGH
4191
Lee Financial Group Hawaii
Hawaii
$328K -$207K -1,368 -36%
ACM
4192
Alethea Capital Management
Washington
$328K -$121K -800 -25%
KAM
4193
Kraft Asset Management
Tennessee
$325K -$14.7K -97 -4%
NICM
4194
Neo Ivy Capital Management
New York
$324K -$258K -1,701 -42%
KC
4195
Kinloch Capital
Virginia
$324K -$71.5K -472 -17%
CCM
4196
Coerente Capital Management
Ontario, Canada
$323K -$17.4K -115 -5%
MI
4197
Moneywise Inc
Virginia
$323K +$454 +3 +0.1%
3LCM
4198
3D/L Capital Management
Connecticut
$321K -$14.7K -97 -4%
VWA
4199
VERITY Wealth Advisors
United States
$317K +$5.15K +34 +1%
DFC
4200
DBK Financial Counsel
Ohio
$315K +$348K +2,301 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.