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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
WR
2526
WD Rutherford
Oregon
$8.09M -$131K -827 -2%
ZIMP
2527
Zimmermann Investment Management & Planning
Pennsylvania
$8.09M +$7.2M +45,581 New
HA
2528
Harfst & Associates
Wyoming
$8.09M +$112K +706 +2%
CCM
2529
Crew Capital Management
Ohio
$8.09M -$743K -4,702 -9%
KCM
2530
Kathmere Capital Management
Pennsylvania
$8.09M -$505K -3,198 -7%
MCA
2531
MSH Capital Advisors
Arizona
$8.05M +$7.17M +45,351 New
RS
2532
Retirement Solution
Washington
$8.04M -$8.53K -54 -0.1%
AG
2533
Algert Global
California
$8.03M +$1.57M +9,931 +28%
MCA
2534
Magnolia Capital Advisors
Mississippi
$8.01M -$10.9K -69 -0.2%
LJCM
2535
Lee Johnson Capital Management
Texas
$8.01M +$7.13M +45,114 New
HWA
2536
HHM Wealth Advisors
Tennessee
$8.01M +$37.5K +237 +0.5%
WMA
2537
West Michigan Advisors
Michigan
$8M +$7.12M +45,072 New
OPW
2538
Oxler Private Wealth
New York
$7.99M -$31.6K -200 -0.4%
AAP
2539
Arax Advisory Partners
Colorado
$7.99M +$87.1K +551 +1%
IFA
2540
Interactive Financial Advisors
Illinois
$7.99M +$2.78M +17,586 +64%
CWP
2541
Curated Wealth Partners
California
$7.99M
CC
2542
Commons Capital
Massachusetts
$7.98M +$7.1M +44,955 New
WWM
2543
Wolff Wiese Magana
California
$7.96M -$202K -1,279 -3%
KIG
2544
Kowal Investment Group
Wisconsin
$7.96M +$265K +1,679 +4%
TIM
2545
Thompson Investment Management
Wisconsin
$7.95M -$115K -726 -2%
MS
2546
Madden Securities
Texas
$7.93M +$291K +1,841 +4%
AO
2547
Advisor OS
Illinois
$7.92M +$820K +5,190 +13%
AWC
2548
Abundance Wealth Counselors
Pennsylvania
$7.92M +$7.05M +44,583 New
AI
2549
AXS Investments
New York
$7.91M +$5.83M +36,887 +483%
FWM
2550
Forefront Wealth Management
Pennsylvania
$7.9M +$7.03M +44,509 New

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.