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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
EL
2501
Essex LLC
Illinois
$8.3M -$57.5K -364 -0.8%
CAIMH
2502
Central Asset Investments & Management Holdings
Hong Kong
$8.29M -$1.75M -11,100 -19%
SQA
2503
Simon Quick Advisors
New Jersey
$8.29M -$466K -2,949 -6%
FPOC
2504
Financial Planners of Cleveland
Ohio
$8.28M +$7.6M +48,096 New
WLPWM
2505
Walled Lake Planning & Wealth Management
Illinois
$8.27M -$315K -1,992 -4%
LA
2506
Lindenwold Advisors
Pennsylvania
$8.26M +$7.35M +46,492 New
DR
2507
Davis Rea
Ontario, Canada
$8.24M -$324K -2,047 -4%
SIAG
2508
Signet Investment Advisory Group
Rhode Island
$8.24M -$109K -692 -1%
ECAM
2509
East Coast Asset Management
Massachusetts
$8.23M +$37.5K +237 +0.5%
ONST
2510
Old North State Trust
North Carolina
$8.21M -$162K -1,027 -2%
LA
2511
Lynch & Associates
Indiana
$8.21M +$641K +4,054 +10%
APWM
2512
Atlas Private Wealth Management
New York
$8.2M -$390K -2,465 -5%
PD
2513
Planning Directions
Pennsylvania
$8.19M +$60.4K +382 +0.8%
APW
2514
Acima Private Wealth
Virginia
$8.19M +$158K +1,000 +2%
CCA
2515
Childress Capital Advisors
Texas
$8.19M -$542K -3,428 -7%
MJB
2516
Mark J. Bradley
$8.18M -$505K -3,195 -6%
LAS
2517
LWM Advisory Services
Florida
$8.18M +$7.28M +46,059 New
LCM
2518
LCM Capital Management
Illinois
$8.18M +$203K +1,283 +3%
GSEP
2519
Golden State Equity Partners
California
$8.17M -$5.29M -33,461 -42%
SIA
2520
SkyView Investment Advisors
New Jersey
$8.17M +$2.29M +14,484 +33%
EGA
2521
E&G Advisors
Texas
$8.16M -$219K -1,383 -3%
TF
2522
TimeScale Financial
Massachusetts
$8.16M +$62.9K +398 +0.9%
SFG
2523
Sovereign Financial Group
Connecticut
$8.15M +$1.89M +11,938 +35%
NPP
2524
New Potomac Partners
Maryland
$8.13M -$71.1K -450 -1%
FSA
2525
Financial Sense Advisors
California
$8.1M -$150K -946 -2%

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.