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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
JWM
4201
JFG Wealth Management
Colorado
$315K +$349K +2,304 New
MWA
4202
Martel Wealth Advisors
Washington
$312K +$9.09K +60 +3%
TC
4203
TAGStone Capital
North Carolina
$309K +$70.3K +464 +26%
LSA
4204
Lansing Street Advisors
Pennsylvania
$308K -$10.3K -68 -3%
HAFS
4205
Hapanowicz & Associates Financial Services
Pennsylvania
$306K +$339K +2,236 New
HNWA
4206
Henrickson Nauta Wealth Advisors
Michigan
$303K +$133K +880 +66%
BCM
4207
Beddow Capital Management
Wyoming
$301K
PP
4208
Peconic Partners
New York
$301K
DGI
4209
Disciplined Growth Investors
Minnesota
$300K -$647K -4,274 -66%
HWA
4210
Hillcrest Wealth Advisors
New Jersey
$298K +$757 +5 +0.2%
HPC
4211
Hobart Private Capital
North Carolina
$292K -$76.9K -508 -19%
TWP
4212
Transparent Wealth Partners
Arkansas
$291K +$323K +2,130 New
SFG
4213
Sage Financial Group
Pennsylvania
$279K +$234K +1,548 +315%
FWSM
4214
First Wilshire Securities Management
California
$277K +$307K +2,024 New
TFA
4215
Tranquilli Financial Advisor
New Jersey
$275K
ITFISA
4216
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$273K -$448K -2,958 -60%
GCM
4217
Goldstream Capital Management
Hong Kong
$273K -$2.42M -16,000 -89%
GPC
4218
Garrison Point Capital
California
$273K
ACM
4219
Anfield Capital Management
California
$273K +$3.33K +22 +1%
JRP
4220
Jasper Ridge Partners
California
$270K
UA
4221
Unison Advisors
District of Columbia
$268K
EP
4222
Equius Partners
California
$267K
PGF
4223
Plan Group Financial
Oklahoma
$265K +$294K +1,942 New
SCM
4224
Stevens Capital Management
Pennsylvania
$259K -$10.6M -69,806 -97%
RJTCONH
4225
Raymond James Trust Company of New Hampshire
New Hampshire
$255K -$20.1K -133 -7%

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.