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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
TAM
2676
Townsend Asset Management
North Carolina
$6.99M -$41.4K -262 -0.7%
EWA
2677
Encompass Wealth Advisors
Oregon
$6.99M +$38.9K +246 +0.6%
IIM
2678
InTrack Investment Management
Vermont
$6.98M -$96.9K -613 -2%
OFA
2679
Oak Family Advisors
Illinois
$6.95M +$686K +4,342 +12%
BSSFA
2680
Baron Silver Stevens Financial Advisors
Florida
$6.95M +$180K +1,137 +3%
EA
2681
Ellsworth Advisors
Ohio
$6.93M -$124K -783 -2%
MPCG
2682
Matrix Private Capital Group
New York
$6.92M +$56.4K +357 +0.9%
CL
2683
COWA LLC
Oklahoma
$6.92M -$613K -3,878 -9%
SCP
2684
Shorepoint Capital Partners
Massachusetts
$6.92M -$404K -2,554 -6%
RWA
2685
Redhawk Wealth Advisors
Minnesota
$6.89M +$22.3K +141 +0.4%
EM
2686
ELCO Management
New York
$6.89M -$29.1K -184 -0.5%
MA
2687
McBroom & Associates
Nevada
$6.88M +$6.13M +38,767 New
ARMT
2688
Amica Retiree Medical Trust
Rhode Island
$6.87M
AWA
2689
AmeriServ Wealth Advisors
Pennsylvania
$6.86M -$17.2K -109 -0.3%
WWM
2690
WT Wealth Management
Arizona
$6.86M +$213K +1,346 +4%
SG
2691
Somerset Group
Minnesota
$6.85M -$21.5K -136 -0.4%
BFWA
2692
Benchmark Financial Wealth Advisors
Florida
$6.83M +$151K +956 +3%
CFS
2693
Capital Financial Services
New York
$6.83M -$47.4K -300 -0.8%
KM
2694
Kalos Management
Georgia
$6.82M +$471K +2,978 +7%
GDP
2695
Great Diamond Partners
Maine
$6.81M +$141K +893 +2%
ACM
2696
Ayrshire Capital Management
Connecticut
$6.81M +$342K +2,162 +6%
TC
2697
Taika Capital
Florida
$6.8M +$5.91M +37,380 New
LAM
2698
L2 Asset Management
Massachusetts
$6.79M +$5.15M +32,556 +572%
LF
2699
LifeSteps Financial
California
$6.78M -$387K -2,448 -6%
AA
2700
ALPS Advisors
Colorado
$6.78M -$5.34M -33,819 -47%

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.