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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
DAL
4226
Delta Accumulation LLC
California
$255K +$303 +2 +0.1%
AAG
4227
Avalon Advisory Group
Pennsylvania
$253K +$280K +1,848 New
IIM
4228
Ironwood Investment Management
Massachusetts
$251K
PCIG
4229
Partners Capital Investment Group
Massachusetts
$251K +$278K +1,833 New
AA
4230
AF Advisors
California
$250K -$5.45K -36 -2%
SWA
4231
ShankerValleau Wealth Advisors
Illinois
$248K
PCM
4232
Perritt Capital Management
Illinois
$246K -$29.5K -195 -10%
KFP
4233
KB Financial Partners
New Jersey
$245K -$288K -1,901 -51%
RC
4234
Randolph Company
Ohio
$243K
OKSA
4235
O'Keefe Stevens Advisory
New York
$242K +$37.6K +248 +16%
PS
4236
Portfolio Solutions
Michigan
$242K +$268K +1,769 New
DJFS
4237
Dean Jacobson Financial Services
Texas
$241K -$909 -6 -0.3%
PC
4238
Prairiewood Capital
North Dakota
$241K +$5.3K +35 +2%
ETS
4239
ESL Trust Services
New York
$238K
GCIA
4240
Gabelli & Co Investment Advisers
New York
$238K +$3.79K +25 +1%
AG
4241
AlphaSimPlex Group
Massachusetts
$237K
DRS
4242
Deane Retirement Strategies
Louisiana
$237K
TWM
4243
Tanglewood Wealth Management
Texas
$232K +$151 +1 +0.1%
SFG
4244
Socha Financial Group
New York
$232K +$3.03K +20 +1%
SFS
4245
Starfox Financial Services
Texas
$231K
CWP
4246
Corepath Wealth Partners
Arizona
$229K
MWM
4247
Magnolia Wealth Management
Alabama
$228K
LCWP
4248
Legacy Capital Wealth Partners
Arkansas
$225K +$303 +2 +0.1%
GCP
4249
GSA Capital Partners
United Kingdom
$225K +$249K +1,647 New
WFS
4250
Weitzel Financial Services
Iowa
$225K +$5.3K +35 +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.