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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
BA
4276
Bard Associates
Illinois
$164K
BHWM
4277
Bay Harbor Wealth Management
Maryland
$162K +$454 +3 +0.3%
CPFP
4278
Clear Perspectives Financial Planning
Ohio
$158K +$26K +172 +17%
A
4279
AustralianSuper
Australia
$151K +$167M +1,103,000 New
AIM
4280
ARK Investment Management
Florida
$146K -$6.97K -46 -4%
IWMA
4281
Ironwood Wealth Management (Arizona)
Arizona
$145K -$75.9K -501 -32%
HCA
4282
Harbor Capital Advisors
Illinois
$143K +$9.99K +66 +7%
Barrow, Hanley, Mewhinney & Strauss
4283
Barrow, Hanley, Mewhinney & Strauss
Texas
$134K
ECM
4284
EMC Capital Management
Texas
$121K -$76.5K -505 -38%
Parallax Volatility Advisers
4285
Parallax Volatility Advisers
California
$109K
DC
4286
Darrow Company
Massachusetts
$107K +$119K +783 New
HWM
4287
Horizons Wealth Management
North Carolina
$106K +$91.9K +607 New
GIS
4288
Grayhawk Investment Strategies
Alberta, Canada
$103K +$89K +588 New
SFA
4289
Semmax Financial Advisors
North Carolina
$87K -$24.2K -160 -24%
KIG
4290
Kessler Investment Group
Indiana
$85K +$303 +2 +0.3%
BPC
4291
Banque Pictet & Cie
Switzerland
$76.2K -$3.69M -24,360 -4%
GCGDR
4292
Geo Capital Gestora de Recursos
Brazil
$76K -$21.8K -144 -21%
IA
4293
IFS Advisors
Kansas
$71K
EW
4294
Emerson Wealth
Michigan
$71K +$16.7K +110 +27%
RCM
4295
Regency Capital Management
Hawaii
$69K -$574K -3,793 -88%
CI
4296
Cordant Inc
Oregon
$69K -$388K -2,559 -84%
EC
4297
Estate Counselors
Wisconsin
$68K
NWM
4298
Navigation Wealth Management
Colorado
$65K
MRG
4299
Milestone Resources Group
British Virgin Islands
$57K
APW
4300
Axim Planning & Wealth
Ohio
$56K +$62.5K +413 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.