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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
AI
501
Axiom Investors
Connecticut
$84M +$8.07M +53,295 +9%
BCI
502
Brinker Capital Investments
Pennsylvania
$83.9M -$9.67M -63,855 -9%
KWM
503
Kingsview Wealth Management
Oregon
$83.9M -$484K -3,196 -0.5%
PA
504
Parallel Advisors
California
$83.5M -$487K -3,217 -0.5%
MPM
505
Meritage Portfolio Management
Kansas
$82.9M -$3.63M -23,965 -4%
BFS
506
Bard Financial Services
Connecticut
$82.2M +$51.5K +340 +0.1%
DJSG
507
D.J. St. Germain
Massachusetts
$82.2M -$210K -1,388 -0.2%
USAA
508
United Services Automobile Association
Texas
$81.9M +$85.4M +563,920 +1,604%
IC
509
Inverness Counsel
New York
$81.8M -$7.93M -52,344 -8%
MGIA
510
Moneta Group Investment Advisors
Missouri
$81.5M +$30.5M +201,652 +51%
CFG
511
Citizens Financial Group
Rhode Island
$81.3M -$1.16M -7,636 -1%
Baillie Gifford & Co
512
Baillie Gifford & Co
United Kingdom
$81.2M +$11.7M +77,338 +15%
TCM
513
Traynor Capital Management
Pennsylvania
$81.1M +$27K +178 +0%
ANHIM
514
Alan N. Hoffman Investment Management
Massachusetts
$81M +$360K +2,377 +0.4%
NLGIA
515
Nippon Life Global Investors Americas
New York
$81M -$1.72M -11,340 -2%
HWA
516
HCR Wealth Advisors
California
$80.9M -$1.04M -6,880 -1%
EI
517
Ethic Inc
New York
$80.9M +$11.8M +77,969 +15%
GCM
518
GuideStone Capital Management
Texas
$80.5M
CAM
519
Cacti Asset Management
Georgia
$80.2M -$4.24M -27,980 -5%
WHG
520
Westwood Holdings Group
Texas
$79.5M -$6.37M -42,053 -7%
SAI
521
Systematic Alpha Investments
New Jersey
$78.8M
AIP
522
Ameritas Investment Partners
Nebraska
$78.3M -$961K -6,349 -1%
RMCM
523
Reynders McVeigh Capital Management
Massachusetts
$78.3M -$9.71M -64,131 -10%
NP
524
NS Partners
United Kingdom
$78M -$9.41M -62,162 -10%
GLA
525
Great Lakes Advisors
Illinois
$78M -$1.94M -12,794 -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.