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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
GFPC
2601
Global Financial Private Client
Florida
$7.52M +$495K +3,130 +8%
CHJWM
2602
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.5M -$134K -851 -2%
NFG
2603
Norris Financial Group
South Carolina
$7.5M -$1.48M -9,335 -18%
APW
2604
Aurora Private Wealth
New Jersey
$7.49M -$5.35M -33,881 -45%
VAFP
2605
Vahanian & Associates Financial Planning
New York
$7.49M +$6.67M +42,183 New
PTC
2606
Provident Trust Company
Wisconsin
$7.48M +$664K +4,200 +11%
AIA
2607
Alera Investment Advisors
Illinois
$7.46M -$38.9K -246 -0.6%
JFA
2608
JNBA Financial Advisors
Minnesota
$7.46M -$83.1K -526 -1%
GBI
2609
GP Brinson Investments
Illinois
$7.46M
BSA
2610
Bull Street Advisors
Georgia
$7.45M -$104K -656 -2%
CSPIA
2611
Cary Street Partners Investment Advisory
Virginia
$7.45M +$334K +2,113 +5%
WW
2612
Waterfront Wealth
Kansas
$7.45M -$62.9K -398 -0.9%
RCA
2613
Ranch Capital Advisors
Florida
$7.45M +$2.21K +14 +0%
TWP
2614
Tempus Wealth Planning
California
$7.43M +$5.21K +33 +0.1%
CCB
2615
Cutter & Co Brokerage
Missouri
$7.41M -$23.7K -150 -0.4%
AA
2616
Altrafin AG
$7.39M +$6.58M +41,645 New
NED
2617
Nancy E. Dempze
$7.39M +$17.2K +109 +0.3%
TWM
2618
Thrive Wealth Management
Pennsylvania
$7.39M +$6.57M +41,604 New
ECU
2619
Eisler Capital (UK)
United Kingdom
$7.39M +$1.39M +8,768 +27%
GM
2620
Granger Management
New York
$7.38M -$95.8K -606 -1%
CAM
2621
Costello Asset Management
Pennsylvania
$7.38M +$107K +675 +2%
CIG
2622
Cairn Investment Group
Washington
$7.36M +$17.9K +113 +0.3%
GC
2623
Gilbert & Cook
Iowa
$7.35M +$304K +1,923 +5%
CC
2624
Corsicana & Co
Texas
$7.35M -$303K -1,920 -4%
IAG
2625
Investmark Advisory Group
Connecticut
$7.34M +$6.53M +41,341 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.