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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
CPWM
4401
Cypress Point Wealth Management
Texas
-$853K -4,884 Closed
EPAM
4402
Euro Pacific Asset Management
Puerto Rico
-$698K -4,000 Closed
CCM
4403
Cinctive Capital Management
New York
-$690K -3,951 Closed
PWP
4404
Personal Wealth Partners
Minnesota
-$643K -3,685 Closed
BAM
4405
Beaumont Asset Management
Texas
-$614K -3,520 Closed
TA
4406
Teramo Advisors
Florida
-$512K -3,200 Closed
HM
4407
Harvest Management
New York
-$543K -3,110 Closed
AG
4408
Appleton Group
Wisconsin
-$511K -2,928 Closed
E
4409
Ergoteles
New York
-$446K -2,555 Closed
CP
4410
CenterBook Partners
Connecticut
-$425K -2,435 Closed
Winslow Capital Management
4411
Winslow Capital Management
Minnesota
-$417K -2,386 Closed
CI
4412
Chartist Inc
California
-$365K -2,090 Closed
ASI
4413
Advisory Services & Investments
Oregon
-$343K -1,964 Closed
CCIA
4414
Campbell & Co Investment Adviser
Maryland
-$335K -1,916 Closed
CCM
4415
Crabel Capital Management
California
-$307K -1,757 Closed
BCM
4416
Brookmont Capital Management
Texas
-$269K -1,538 Closed
BIM
4417
Bullseye Investment Management
Ohio
-$268K -1,533 Closed
BOC
4418
Bull Oak Capital
California
-$262K -1,500 Closed
DACG
4419
Donor Advised Charitable Giving
California
-$256K -1,465 Closed
TLFA
4420
True Link Financial Advisors
California
-$252K -1,444 Closed
SPA
4421
Shore Point Advisors
New Jersey
-$250K -1,433 Closed
APSI
4422
Asset Planning Services Inc
Louisiana
-$245K -1,401 Closed
BFS
4423
Burrus Financial Services
Utah
-$237K -1,358 Closed
RMSCM
4424
R.M. Sincerbeaux Capital Management
New York
-$240K -1,348 Closed
SFG
4425
Snider Financial Group
Washington
-$230K -1,318 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.