We are live on ! Find out more

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
FLA
4251
Financial Life Advisors
Texas
$224K
HGWM
4252
Harvest Group Wealth Management
Massachusetts
$224K +$60.6K +400 +39%
CM
4253
Cornerstone Management
Georgia
$223K -$4.09K -27 -2%
TIA
4254
Traphagen Investment Advisors
New Jersey
$223K -$11.4K -75 -1%
PWM
4255
Pacific Wealth Management
California
$222K +$7.12K +47 +3%
SWA
4256
Sightline Wealth Advisors
Connecticut
$221K
CIM
4257
Confluence Investment Management
Missouri
$220K -$165K -1,090 -40%
SPF
4258
Steven Patrick Farmer
$220K +$244K +1,612 New
AC
4259
ASB Consultores
Florida
$219K -$764K -5,042 -76%
CIA
4260
Citadel Investment Advisory
Ohio
$219K
SH
4261
Svenska Handelsbanken
Sweden
$219K
RA
4262
Resolute Advisors
California
$212K +$151 +1 +0.1%
FEM
4263
Fulcrum Equity Management
Texas
$208K -$225K -1,489 -49%
Mawer Investment Management
4264
Mawer Investment Management
Alberta, Canada
$208K
MG
4265
MilWealth Group
Wisconsin
$205K
UMC
4266
United Maritime Capital
New York
$205K -$189K -1,250 -45%
SPWM
4267
Straight Path Wealth Management
Michigan
$205K
OCM
4268
Octahedron Capital Management
California
$205K +$227K +1,500 New
PIC
4269
Platt Investment Counsel
Florida
$203K -$33.3K -220 -13%
SC
4270
Shearwater Capital
Colorado
$203K
CCMIC
4271
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$203K +$191K +1,260 +560%
BF
4272
Brooklyn FI
New York
$203K +$227K +1,496 New
SCA
4273
Stuart Chaussee & Associates
California
$191K -$64.8K -428 -23%
HC
4274
Hoese & Co
Minnesota
$191K -$50K -330 -19%
MAM
4275
Magellan Asset Management
Australia
$181K +$19.2K +127 +11%

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.