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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
GA
2701
Geller Advisors
New York
$6.78M +$30.8K +195 +0.5%
BHWM
2702
Beaird Harris Wealth Management
Texas
$6.78M +$6.03M +38,164 New
MAM
2703
McCarthy Asset Management
California
$6.77M -$25.6K -162 -0.4%
PAA
2704
Peregrine Asset Advisers
Oregon
$6.77M +$2.54M +16,096 +73%
NERM
2705
New England Research & Management
Illinois
$6.77M -$43.5K -275 -0.7%
SSA
2706
Schonfeld Strategic Advisors
New York
$6.76M +$6.02M +38,075 New
PGAM
2707
Princeton Global Asset Management
New Jersey
$6.76M -$55.9K -354 -0.9%
FC
2708
Financial Council
Maryland
$6.76M +$31.6K +200 +0.5%
BWP
2709
Bernardo Wealth Planning
Pennsylvania
$6.76M +$608K +3,848 +11%
WF
2710
Wayfinding Financial
Washington
$6.75M +$6.7M +42,369 New
SOW
2711
State of Wyoming
Wyoming
$6.73M -$1.19M -7,505 -17%
Simplex Trading
2712
Simplex Trading
Illinois
$6.73M +$2.09M +13,200 +53%
PIN
2713
Prudent Investors Network
California
$6.73M -$401K -2,537 -6%
SHFA
2714
SC&H Financial Advisors
Maryland
$6.72M +$5.98M +37,861 New
GCM
2715
G2 Capital Management
Ohio
$6.72M +$5.98M +37,841 New
PB
2716
Pinnacle Bancorp
Nebraska
$6.71M -$149K -942 -2%
TWA
2717
TPB Wealth Advisors
Texas
$6.71M +$216K +1,367 +4%
WAL
2718
W Advisors LLC
Tennessee
$6.71M +$5.97M +37,797 New
NRW
2719
Nova R Wealth
Kansas
$6.71M +$5.97M +37,793 New
SSW
2720
Smith Shellnut Wilson
Mississippi
$6.71M -$7.43K -47 -0.1%
SFS
2721
Security Financial Services
Indiana
$6.7M +$5.97M +37,750 New
FIM
2722
FWL Investment Management
Texas
$6.7M +$10.3K +65 +0.2%
TCPWM
2723
Traverso Chambers Private Wealth Management
California
$6.7M
FB
2724
First Bancorp
Maine
$6.69M -$301K -1,904 -5%
SFI
2725
SPC Financial Inc
Maryland
$6.69M +$100K +633 +2%

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.