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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
AAM
2726
Auxier Asset Management
Oregon
$6.69M -$77.4K -490 -1%
DCM
2727
Deuterium Capital Management
Florida
$6.69M +$5.95M +37,650 New
LP
2728
LGL Partners
Pennsylvania
$6.68M +$837K +5,297 +16%
WWG
2729
West Wealth Group
California
$6.68M +$5.94M +37,598 New
SA
2730
Sicart Associates
New York
$6.67M +$242K +1,530 +4%
TPW
2731
Tiller Private Wealth
Pennsylvania
$6.66M -$14.9K -94 -0.3%
WBCM
2732
Wilson & Boucher Capital Management
California
$6.65M +$5.92M +37,437 New
OCM
2733
Objective Capital Management
Ohio
$6.64M +$5.91M +37,390 New
DA
2734
Duality Advisers
Florida
$6.64M +$5.91M +37,374 New
NWM
2735
Northwest Wealth Management
Iowa
$6.63M -$27.7K -175 -0.5%
CGH
2736
CMG Global Holdings
Texas
$6.63M +$74.4K +471 +1%
LS
2737
Leelyn Smith
Illinois
$6.63M +$31.8K +201 +0.5%
BMM
2738
Buffington Mohr McNeal
Idaho
$6.61M +$466K +2,949 +9%
OFW
2739
Omnia Family Wealth
Florida
$6.61M +$613K +3,878 +12%
CFIA
2740
Cantor Fitzgerald Investment Advisors
New York
$6.6M -$102K -646 -2%
TFF
2741
The Family Firm
Maryland
$6.6M +$117M +742,022 +2,241%
CWP
2742
Concord Wealth Partners
Virginia
$6.59M +$3.31M +20,963 +130%
USAA
2743
United Services Automobile Association
Texas
$6.58M -$478K -3,024 -8%
SCM
2744
Seascape Capital Management
New Hampshire
$6.58M +$65K +411 +1%
VDI
2745
Vaughan David Investments
Illinois
$6.56M +$112K +707 +2%
RRA
2746
Round Rock Advisors
Connecticut
$6.56M +$3.09M +19,578 +113%
BIA
2747
Bigelow Investment Advisors
Maine
$6.54M -$452K -2,858 -7%
AGA
2748
Accuvest Global Advisors
Utah
$6.54M -$429K -2,715 -7%
NC
2749
NewSquare Capital
Pennsylvania
$6.53M +$120K +759 +2%
NAG
2750
Northstar Advisory Group
New Jersey
$6.53M +$5.24M +33,145 +918%

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.