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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
Jennison Associates
26
Jennison Associates
New York
$6.7B +$27.6M +182,048 +0.4%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$6.68B +$8.14M +53,761 +0.1%
Deutsche Bank
28
Deutsche Bank
Germany
$6.53B +$37.2M +245,336 +0.5%
Invesco
29
Invesco
Georgia
$6.21B -$170M -1,121,975 -2%
HHII
30
H&H International Investment
California
$5.81B +$1.07B +7,090,400 +20%
UBS Group
31
UBS Group
Switzerland
$5.42B -$641M -4,230,301 -10%
Capital Research Global Investors
32
Capital Research Global Investors
California
$4.94B -$418M -2,761,770 -7%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$4.89B -$2.7B -17,858,194 -33%
AllianceBernstein
34
AllianceBernstein
Tennessee
$4.88B -$72.6M -479,172 -1%
American Century Companies
35
American Century Companies
Missouri
$4.63B -$226M -1,494,094 -4%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$4.32B +$53.3M +351,939 +1%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$4.09B -$268M -1,767,968 -6%
Capital World Investors
38
Capital World Investors
California
$4.05B +$614M +4,055,424 +16%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$3.94B -$142M -936,608 -3%
Amundi
40
Amundi
France
$3.92B -$57.1M -376,878 -1%
EVM
41
Eaton Vance Management
Massachusetts
$3.8B -$86.9M -573,752 -2%
State Farm Mutual Automobile Insurance
42
State Farm Mutual Automobile Insurance
Illinois
$3.78B
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$3.73B -$24.6M -162,324 -0.6%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.66B +$110M +727,342 +3%
Franklin Resources
45
Franklin Resources
California
$3.34B -$76.3M -504,160 -2%
CS
46
Credit Suisse
Switzerland
$3.28B -$23.2M -153,007 -0.6%
Capital International Investors
47
Capital International Investors
California
$3.23B -$165M -1,087,898 -4%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$3.2B -$49.5M -326,930 -1%
Allianz Asset Management
49
Allianz Asset Management
Germany
$3.16B +$11.5M +75,646 +0.3%
ClearBridge Investments
50
ClearBridge Investments
New York
$3.13B -$58.8M -388,529 -2%

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.