We are live on ! Find out more

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
MCM
2651
Marathon Capital Management
Maryland
$7.15M -$2.62M -16,578 -29%
LC
2652
Lincoln Capital
Nebraska
$7.15M +$4.11K +26 +0.1%
BAM
2653
Byrne Asset Management
New Jersey
$7.14M +$6.35M +40,202 New
AIC
2654
Archer Investment Corporation
Indiana
$7.12M -$336K -2,124 -5%
FWM
2655
Fingerlakes Wealth Management
New York
$7.11M +$6.32M +39,993 New
LCH
2656
Lee Capital Holdings
New York
$7.1M
NIM
2657
Needham Investment Management
New York
$7.1M -$1.42M -9,000 -18%
SF
2658
SBK Financial
Virginia
$7.1M +$6.32M +39,995 New
SIS
2659
Sound Income Strategies
Florida
$7.1M +$120K +762 +2%
CIAS
2660
CFS Investment Advisory Services
New Jersey
$7.08M +$37.8K +239 +0.6%
PSF
2661
Pacific Sun Financial
California
$7.08M +$16.6K +105 +0.3%
GWM
2662
Gray Wealth Management
Maine
$7.08M +$175K +1,106 +3%
LGA
2663
Lebenthal Global Advisors
New York
$7.07M +$388K +2,455 +7%
IAP
2664
Indie Asset Partners
Indiana
$7.05M -$452K -2,861 -7%
HIM
2665
HawsGoodwin Investment Management
Tennessee
$7.04M -$35.4K -224 -0.6%
IA
2666
IFG Advisors
Missouri
$7.04M -$511K -3,236 -8%
RPGK
2667
Retirement Planning Group (Kansas)
Kansas
$7.04M +$291K +1,839 +5%
SIG
2668
Sky Investment Group
Connecticut
$7.03M -$4.58K -29 -0.1%
MFA
2669
Morling Financial Advisors
California
$7.03M +$6.25M +39,575 New
TSWM
2670
Triangle Securities Wealth Management
North Carolina
$7.01M -$567K -3,586 -8%
KC
2671
Kenfarb & Co
Kentucky
$7M +$6.23M +39,447 New
CWM
2672
Connecticut Wealth Management
Connecticut
$7M +$67.3K +426 +1%
RWM
2673
Rockwood Wealth Management
Pennsylvania
$7M +$6.23M +39,401 New
BCM
2674
Beck Capital Management
Texas
$7M -$17.7K -112 -0.3%
HCM
2675
Hall Capital Management
Rhode Island
$6.99M -$902K -5,708 -13%

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.