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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
MWPCG
2776
Measured Wealth Private Client Group
New Hampshire
$6.35M -$89.9K -569 -2%
YWS
2777
Yarger Wealth Strategies
Ohio
$6.35M +$5.65M +35,738 New
SWM
2778
Selective Wealth Management
Virginia
$6.34M +$172K +1,089 +3%
SCI
2779
Stableford Capital II
Arizona
$6.32M +$415K +2,626 +7%
HDIM
2780
Hanson & Doremus Investment Management
Vermont
$6.29M +$270K +1,706 +5%
CIM
2781
Cambria Investment Management
California
$6.29M +$570K +3,608 +11%
DWM
2782
Denver Wealth Management
Colorado
$6.29M +$5.6M +35,405 New
JSMC
2783
Jess S. Morgan & Co
California
$6.28M -$81.7K -517 -1%
SNBOSCI
2784
Security National Bank of Sioux City Iowa
Iowa
$6.26M +$2.21K +14 +0%
GB
2785
Goepper Burkhardt
South Carolina
$6.26M -$28.3K -179 -0.5%
BCM
2786
Boltwood Capital Management
California
$6.24M +$14.4K +91 +0.3%
HWM
2787
Howard Wealth Management
Connecticut
$6.24M -$166K -1,048 -3%
AIM
2788
AHL Investment Management
Florida
$6.23M +$5.54M +35,065 New
GPA
2789
Garrison Point Advisors
California
$6.22M -$18.2K -115 -0.3%
FCIM
2790
Fairview Capital Investment Management
California
$6.21M +$101K +636 +2%
RA
2791
Rational Advisors
New York
$6.21M -$717K -4,536 -11%
WPA
2792
West Paces Advisors
Georgia
$6.21M +$80.1K +507 +1%
WCM
2793
Wunderlich Capital Managemnt
Tennessee
$6.21M -$28K -177 -0.5%
BOM
2794
Bank of Marin
California
$6.19M +$24.7K +156 +0.4%
DM
2795
Diker Management
New York
$6.18M +$316 +2 +0%
AWM
2796
Act Wealth Management
Texas
$6.17M -$83.8K -530 -2%
WFA
2797
WestHill Financial Advisors
California
$6.17M -$1.58K -10 -0%
LRIC
2798
Long Road Investment Counsel
Michigan
$6.16M -$237K -1,500 -4%
CCM
2799
Check Capital Management
California
$6.15M +$69.9K +442 +1%
HGWM
2800
Horst & Graben Wealth Management
Oregon
$6.15M -$215K -1,362 -4%

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.