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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
RQS
4301
Ramsey Quantitative Systems
Kentucky
$55K +$60.6K +400 New
WC
4302
Westwind Capital
New Mexico
$49K +$53.9K +356 New
IAIM
4303
International Assets Investment Management
Florida
$44.3K +$758K +5,004 +1%
BWS
4304
BCR Wealth Strategies
Alabama
$44K
HFS
4305
HBC Financial Services
Washington
$40K
MGIM
4306
M&G Investment Management
United Kingdom
$39.3K -$7.72K -51 -0%
DCM
4307
Disciplina Capital Management
Tennessee
$37.9K
WFA
4308
Wells Financial Advisors
Massachusetts
$34K
SJIA
4309
St. James Investment Advisors
New York
$20K -$26.5K -175 -54%
HMS
4310
Hanseatic Management Services
New Mexico
$19K -$942K -6,220 -98%
KSWA
4311
Kathleen S. Wright Associates
Pennsylvania
$15K +$17K +112 New
FGAM
4312
Financial Gravity Asset Management
Texas
$14.2K +$321K +2,120 +23%
LIM
4313
Longfellow Investment Management
Massachusetts
$14K
AWMS
4314
Advocacy Wealth Management Services
Georgia
$13K
D
4315
Drystone
Virginia
$13K
LFASL
4316
Lugano Financial Advisors SA (LFA)
Switzerland
$13K +$15.1K +100 New
CWM
4317
Consultiva Wealth Management
Puerto Rico
$12K
BIM
4318
Baldwin Investment Management
Pennsylvania
$11.5K -$369K -2,437 -3%
CP
4319
Castleview Partners
Texas
$9.24K -$1.91M -12,619 -81%
UFF
4320
USA Financial Formulas
Michigan
$9K +$1.06K +7 +12%
ONST
4321
Old North State Trust
North Carolina
$6.36K
WA
4322
Win Advisors
Florida
$6K
RDIA
4323
RE Dickinson Investment Advisors
Iowa
$4.35K -$8.18K -54 -0.2%
GSAM
4324
Grant Street Asset Management
Pennsylvania
$4.03K +$447K +2,950 +11%
TJHA
4325
Thomas J. Herzfeld Advisors
Florida
$3K

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.