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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
FC
2626
FORA Capital
Florida
$7.34M -$223K -1,411 -3%
ACM
2627
Allred Capital Management
Texas
$7.33M -$205K -1,299 -3%
PA
2628
PSI Advisors
Florida
$7.33M +$121K +768 +2%
BC
2629
Brio Consultants
California
$7.32M +$49.6K +314 +0.8%
CIA
2630
Capital Impact Advisors
Massachusetts
$7.32M +$6.51M +41,199 New
LDFR
2631
Lehman & Derafelo Financial Resources
Pennsylvania
$7.31M -$270K -1,711 -4%
Dodge & Cox
2632
Dodge & Cox
California
$7.31M
KIG
2633
Kessler Investment Group
Indiana
$7.3M +$758K +4,799 +13%
SV
2634
Sturgeon Ventures
United Kingdom
$7.28M -$354K -2,243 -5%
D
2635
Diversified
Delaware
$7.27M +$3K +19 +0%
GA
2636
Greenspring Advisors
Maryland
$7.27M +$6.47M +40,925 New
CAWM
2637
Capital Advisors Wealth Management
Washington
$7.26M +$822K +5,201 +15%
LA
2638
Latitude Advisors
Florida
$7.26M +$262K +1,655 +4%
SW
2639
StrongBox Wealth
Missouri
$7.24M +$106K +673 +2%
UIA
2640
Ulland Investment Advisors
Minnesota
$7.24M +$6.44M +40,768 New
LCP
2641
LGT Capital Partners
Switzerland
$7.24M -$933K -5,902 -13%
PIG
2642
Pantheon Investment Group
California
$7.23M -$85K -538 -1%
CIC
2643
Chilton Investment Company
Connecticut
$7.22M +$76.8K +486 +1%
CCP
2644
Cunning Capital Partners
North Carolina
$7.2M
CCC
2645
Crescent Capital Consulting
Louisiana
$7.2M +$95.1K +602 +2%
SDWMA
2646
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.19M +$26.6K +168 +0.4%
OIM
2647
Orca Investment Management
Oregon
$7.19M -$205K -1,296 -3%
MM
2648
Meridian Management
Arkansas
$7.17M +$13.3K +84 +0.2%
CFO
2649
CVA Family Office
Colorado
$7.16M +$4.14M +26,221 +186%
AMG
2650
Advisors Management Group
Wisconsin
$7.15M -$19.9K -126 -0.3%

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.