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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
SPWM
4376
Spartan Planning & Wealth Management
North Carolina
-$3.24M -18,531 Closed
PFMU
4377
Privium Fund Management (UK)
United Kingdom
-$3M -16,874 Closed
FFA
4378
Freedman Financial Associates
Massachusetts
-$2.59M -14,512 Closed
USGIU
4379
U.S. Global Investors (USGI)
Texas
-$2.48M -14,200 Closed
APTFM
4380
AGUR Provident & Training Funds Management
Israel
-$2.18M -12,476 Closed
FPOC
4381
Financial Planners of Cleveland
Ohio
-$1.99M -11,369 Closed
GCM
4382
Graham Capital Management
Connecticut
-$1.97M -11,270 Closed
WI
4383
WBI Investments
New Jersey
-$1.95M -11,142 Closed
MFS
4384
Mirabella Financial Services
United Kingdom
-$1.84M -10,541 Closed
MCM
4385
Maytus Capital Management
New York
-$1.75M -10,000 Closed
SC
4386
SRB Corp
Massachusetts
-$1.4M -9,260 Closed
PFM
4387
Phillips Financial Management
Indiana
-$1.48M -8,468 Closed
QAM
4388
Q3 Asset Management
Michigan
-$1.47M -8,457 Closed
CA
4389
Corrado Advisors
New Jersey
-$1.33M -7,624 Closed
OQS
4390
Occudo Quantitative Strategies
Florida
-$1.23M -7,064 Closed
PWM
4391
Prentice Wealth Management
New York
-$1.16M -6,640 Closed
JSA
4392
Jacobson & Schmitt Advisors
Wisconsin
-$1.15M -6,585 Closed
OHU
4393
Odey Holdings (UK)
United Kingdom
-$1.11M -6,354 Closed
HIF
4394
Hill Island Financial
Michigan
-$1.07M -6,145 Closed
ER
4395
Enlightenment Research
Florida
-$1.07M -6,109 Closed
PC
4396
Periscope Capital
Ontario, Canada
-$1.02M -5,866 Closed
LCG
4397
Luxor Capital Group
New York
-$957K -5,482 Closed
CI
4398
CPR Investments
Michigan
-$935K -5,356 Closed
AI
4399
AdvisorShares Investments
Maryland
-$908K -5,200 Closed
ICM
4400
Infini Capital Management
Hong Kong
-$891K -5,100 Closed

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.