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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$175B +$1.11B +7,323,304 +0.6%
BlackRock
2
BlackRock
New York
$141B +$160M +1,055,430 +0.1%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$122B +$587M +3,878,909 +0.4%
State Street
4
State Street
Massachusetts
$81.8B -$2.37B -15,673,750 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.1B -$1.1B -7,266,788 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$38B +$935M +6,174,524 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$32.5B +$732M +4,831,418 +2%
Morgan Stanley
8
Morgan Stanley
New York
$24.9B +$8.69B +57,354,788 +46%
Northern Trust
9
Northern Trust
Illinois
$24.6B -$939M -6,203,063 -3%
Norges Bank
10
Norges Bank
Norway
$21.2B +$1.62B +10,700,330 +7%
Bank of America
11
Bank of America
North Carolina
$20.4B +$717M +4,732,168 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$19B -$403M -2,663,379 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$17.3B -$16.9M -111,511 -0.1%
Legal & General Group
14
Legal & General Group
United Kingdom
$16.9B +$1.43B +9,411,018 +8%
N
15
Nuveen
North Carolina
$11.3B -$198M -1,309,551 -2%
Charles Schwab
16
Charles Schwab
California
$11.1B +$17.2M +113,465 +0.1%
UBS AM
17
UBS AM
Illinois
$11B +$1.32B +8,716,964 +12%
Goldman Sachs
18
Goldman Sachs
New York
$10.3B -$74.3M -490,918 -0.6%
Swiss National Bank
19
Swiss National Bank
Switzerland
$9.68B -$40.8M -269,100 -0.4%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$9.07B -$117M -774,725 -1%
Fisher Asset Management
21
Fisher Asset Management
Washington
$8.98B +$260M +1,719,927 +3%
Wells Fargo
22
Wells Fargo
California
$8.85B -$1B -6,621,274 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.28B +$118M +779,536 +1%
Ameriprise
24
Ameriprise
Minnesota
$7.09B -$396M -2,615,080 -5%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$6.76B +$152M +1,003,177 +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.