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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
WBC
251
Westpac Banking Corp
Australia
$377M +$23.4M +147,875 +7%
AIM
252
Alphinity Investment Management
Australia
$376M +$98.7M +624,354 +42%
EWM
253
Evercore Wealth Management
New York
$371M -$3.59M -22,742 -1%
TF
254
TIAA FSB
Florida
$371M -$4.3M -27,178 -1%
FT
255
Fiduciary Trust
Massachusetts
$371M -$501K -3,169 -0.2%
ASC
256
Atalanta Sosnoff Capital
New York
$363M -$7.23M -45,733 -2%
JIC
257
Johnson Investment Counsel
Ohio
$361M -$3.99M -25,263 -1%
Lido Advisors
258
Lido Advisors
California
$354M +$7.71M +48,771 +3%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$349M +$3.94M +24,925 +1%
BC
260
Bartlett & Co
Ohio
$349M +$3.94M +24,925 +1%
COPPSERS
261
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$347M -$1.83M -11,606 -0.6%
EIP
262
Epoch Investment Partners
New York
$345M +$13.9M +87,694 +5%
RFC
263
Regions Financial Corp
Alabama
$344M -$904K -5,718 -0.3%
MSV
264
MN Services Vermogensbeheer
Netherlands
$342M +$5.77M +36,500 +2%
BMSSC
265
B. Metzler seel. Sohn & Co
Germany
$333M +$20.6M +130,622 +8%
Vontobel Holding
266
Vontobel Holding
Switzerland
$331M +$15.7M +99,160 +6%
SPIA
267
Steward Partners Investment Advisory
New York
$331M +$6.28M +39,743 +2%
Hudson Bay Capital Management
268
Hudson Bay Capital Management
Connecticut
$329M +$293M +1,855,000 New
PCA
269
Personal Capital Advisors
California
$328M +$9.12M +57,715 +3%
WF
270
Welch & Forbes
Massachusetts
$328M -$2.81M -17,794 -1%
CAN
271
Cetera Advisor Networks
California
$324M -$2.23M -14,080 -0.8%
LWCFA
272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324M -$3.17M -20,029 -1%
CFB
273
Cullen/Frost Bankers
Texas
$323M -$12M -76,153 -4%
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$317M -$9.42M -59,605 -3%
LGF
275
LGT Group Foundation
Liechtenstein
$315M +$281M +1,775,165 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.