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Apple
AAPL

Overview Fund Activity

4,303 hedge funds and large institutions have $1.28T invested in Apple in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 1,757 increasing their positions, 2,163 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,303
Holders Change
-52
Holders Change %
-1.19%
% of All Funds
72.76%
Holding in Top 10
2,547
Holding in Top 10 Change
-176
Holding in Top 10 Change %
-6.46%
% of All Funds
43.07%
New
120
Increased
1,757
Reduced
2,163
Closed
112
Calls
$29.6B
Puts
$34.2B
Net Calls
-$4.6B
Net Calls Change
+$3.2B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.84B
2
Norges Bank
Norges Bank
Norway
+$1.46B
3
Legal & General Group
Legal & General Group
United Kingdom
+$1.29B
4
UBS AM
UBS AM
Illinois
+$1.19B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1B

Top Sellers

1
AWA
Aaron Wealth Advisors
Illinois
-$3.54B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$2.44B
3
State Street
State Street
Massachusetts
-$2.14B
4
CIAS
CFS Investment Advisory Services
New Jersey
-$1.01B
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$994M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
1776
Leuthold Group
Minnesota
$12.3M +$4.33M +31,674 +54%
ORC
1777
O'Rourke & Company
Massachusetts
$12.3M -$36.4K -266 -0.3%
ZIG
1778
Zuckerman Investment Group
Illinois
$12.3M +$497K +3,632 +4%
FDCC
1779
Foster Dykema Cabot & Co
Massachusetts
$12.3M -$1.79M -13,092 -13%
IP
1780
Isthmus Partners
Wisconsin
$12.3M +$120K +881 +1%
LOPW
1781
Live Oak Private Wealth
North Carolina
$12.3M +$673K +4,922 +6%
GCA
1782
Guardian Capital Advisors
Ontario, Canada
$12.2M -$387K -2,608 -3%
MAWCM
1783
Mine & Arao Wealth Creation & Management
California
$12.2M +$811K +5,930 +7%
TWM
1784
Tradition Wealth Management
Minnesota
$12.1M -$335K -2,450 -3%
SFA
1785
Souders Financial Advisors
Ohio
$12.1M +$1.35M +9,902 +13%
PP
1786
Pegasus Partners
Wisconsin
$12.1M +$469K +3,433 +4%
PWA
1787
Physician Wealth Advisors
Utah
$12.1M +$42K +260 +0.3%
CFMC
1788
Curbstone Financial Management Corp
New Hampshire
$12.1M -$933K -6,827 -7%
UCMOK
1789
United Capital Management of KS
Kansas
$12.1M -$144K -1,051 -1%
FMLI
1790
Fukoku Mutual Life Insurance
Japan
$12.1M +$547K +4,000 +5%
SOS
1791
Silver Oak Securities
Tennessee
$12M +$141K +918 +1%
BO
1792
Bank OZK
Arkansas
$12M -$2.39M -17,504 -17%
GWANC
1793
Guardian Wealth Advisors (North Carolina)
North Carolina
$12M +$5.85M +42,816 +95%
CCM
1794
Consolidated Capital Management
California
$12M -$190K -1,393 -2%
GAMH
1795
Greenwoods Asset Management (HK)
Hong Kong
$11.9M – – –
NCGI
1796
Next Century Growth Investors
Minnesota
$11.9M -$889K -6,499 -7%
PCS
1797
Personal CFO Solutions
New Jersey
$11.9M +$571K +4,177 +5%
AWS
1798
AJ Wealth Strategies
New York
$11.8M +$2.23M +16,318 +23%
IRAG
1799
Investment Research & Advisory Group
Georgia
$11.8M +$300K +2,194 +3%
IWA
1800
Intercontinental Wealth Advisors
Texas
$11.8M +$1.52M +11,101 +15%
70 71
72
73 74