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4,390 hedge funds and large institutions have $1.68T invested in Apple in 2021 Q4 according to their latest regulatory filings, with 680 funds opening new positions, 1,520 increasing their positions, 1,956 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

886% more first-time investments, than exits

New positions opened: 680 | Existing positions closed: 69

23% more capital invested

Capital invested by funds: $1.36T → $1.68T (+$319B)

21% more funds holding in top 10

Funds holding in top 10: 2,2622,733 (+471)

14% more funds holding

Funds holding: 3,8454,390 (+545)

0.79% more ownership

Funds ownership: 57.25%58.03% (+0.79%)

22% less repeat investments, than reductions

Existing positions increased: 1,520 | Existing positions reduced: 1,956

25% less call options, than puts

Call options by funds: $42.3B | Put options by funds: $56B

Holders
4,390
Holders Change
+545
Holders Change %
+14.17%
% of All Funds
67.55%
Holding in Top 10
2,733
Holding in Top 10 Change
+471
Holding in Top 10 Change %
+20.82%
% of All Funds
42.05%
New
680
Increased
1,520
Reduced
1,956
Closed
69
Calls
$42.3B
Puts
$56B
Net Calls
-$13.7B
Net Calls Change
-$21B
Name Holding Trade Value Shares
Change
Change in
Stake
ARI
2476
Applied Research Investments
Delaware
$8.51M +$573K +3,626 +8%
WAAG
2477
Wealth Alliance Advisory Group
Kansas
$8.5M +$43.6K +276 +0.6%
NCM
2478
Noesis Capital Mangement
Florida
$8.49M -$1.52M -9,603 -17%
GWM
2479
GDS Wealth Management
Texas
$8.49M +$7.56M +47,829 New
PP
2480
Patron Partners
Texas
$8.48M +$74K +468 +1%
AC
2481
Apella Capital
Connecticut
$8.48M -$170K -1,077 -2%
MPA
2482
Marvin & Palmer Associates
Delaware
$8.46M +$7.53M +47,630 New
SCM
2483
Spreng Capital Management
Ohio
$8.46M +$372K +2,353 +5%
DAM
2484
Deltec Asset Management
New York
$8.45M +$3.03M +19,200 +68%
ML
2485
McAdam LLC
Pennsylvania
$8.44M -$143K -906 -2%
LJAC
2486
L.J. Altfest & Co
New York
$8.44M -$205K -1,296 -3%
CH
2487
Canton Hathaway
Rhode Island
$8.44M -$395K -2,499 -5%
PHIC
2488
Pine Haven Investment Counsel
Massachusetts
$8.44M +$7.51M +47,501 New
SAM
2489
Summit Asset Management
Tennessee
$8.43M +$373K +2,359 +5%
BBL
2490
Beck Bode LLC
Massachusetts
$8.4M +$164K +1,036 +2%
ERIM
2491
Eagle Ridge Investment Management
Connecticut
$8.39M -$162K -1,028 -2%
HCCM
2492
Hudson Canyon Capital Management
New York
$8.39M -$481K -3,046 -6%
SCG
2493
Sonata Capital Group
Washington
$8.38M -$46.9K -297 -0.6%
BWAM
2494
Boyd Watterson Asset Management
Ohio
$8.37M -$1.11K -7 -0%
6F
2495
626 Financial
Michigan
$8.36M +$7.44M +47,083 New
IAS
2496
IMA Advisory Services
Colorado
$8.36M -$178K -1,124 -2%
LWMG
2497
Levy Wealth Management Group
Pennsylvania
$8.35M -$654K -4,137 -8%
EA
2498
Emerald Advisers
Pennsylvania
$8.35M -$707K -4,473 -9%
PSB
2499
Piscataqua Savings Bank
New Hampshire
$8.32M -$67.6K -428 -0.9%
ATWA
2500
Arbor Trust Wealth Advisors
Michigan
$8.32M +$32.1K +203 +0.4%

AAPL Hedge Fund Activity: Q4 2021 in Review

4,390 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2021, worth a combined $1.68T — up 23% from $1.36T a quarter earlier.

Buyers outnumbered sellers: 680 funds opened new AAPL positions and 69 closed out — a net gain of 611 holders — while 1,520 added to existing stakes and 1,956 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $5.48B. The largest seller was HSBC Holdings, cutting an estimated $2.06B.

  • 4,390 institutional investors held Apple (AAPL) as of Q4 2021, up from 3,845 in Q3 2021.
  • Funds reported $1.68T of Apple stock for Q4 2021, up 23% quarter-over-quarter.
  • 680 funds opened new Apple positions in Q4 2021 and 69 closed out, a net change of +611 holders.
  • The largest Apple buyer in Q4 2021 was T. Rowe Price Associates, an estimated $5.48B added.
  • The largest Apple seller in Q4 2021 was HSBC Holdings, an estimated $2.06B sold.

Based on aggregated 13F filings for Q4 2021.