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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
CCM
2801
Colorado Capital Management
Colorado
$6.15M -$332K -2,102 -6%
GBWM
2802
Granite Bay Wealth Management
New Hampshire
$6.14M +$5.46M +34,577 New
EIG
2803
Ellenbecker Investment Group
Wisconsin
$6.13M +$83.9K +531 +2%
GSC
2804
G&S Capital
Colorado
$6.11M +$888K +5,621 +20%
RDFA
2805
Ritter Daniher Financial Advisory
Ohio
$6.11M -$273K -1,726 -5%
BHWA
2806
Beacon Harbor Wealth Advisors
Virginia
$6.11M +$60.8K +385 +1%
PPW
2807
Pasadena Private Wealth
California
$6.11M +$1.27M +8,036 +31%
FPA
2808
First Pacific Advisors
California
$6.09M -$45.8K -290 -0.8%
ECM
2809
Exchange Capital Management
Michigan
$6.09M -$136K -862 -2%
OCM
2810
Osterweis Capital Management
California
$6.08M -$101K -640 -2%
LWP
2811
Lumature Wealth Partners
Georgia
$6.08M -$82.5K -522 -2%
SHA
2812
Seneca House Advisors
Virginia
$6.07M -$393K -2,487 -7%
AWM
2813
Aberdeen Wealth Management
Illinois
$6.07M +$27.8K +176 +0.5%
RFA
2814
RTD Financial Advisors
Pennsylvania
$6.07M +$5.4M +34,184 New
TVWM
2815
Tower View Wealth Management
Wisconsin
$6.07M +$4.27K +27 +0.1%
MPPW
2816
Mitchell & Pahl Private Wealth
Oklahoma
$6.06M -$11.5K -73 -0.2%
ME
2817
McIlrath & Eck
Washington
$6.06M -$389K -2,459 -7%
WWMSC
2818
Wagner Wealth Management (South Carolina)
South Carolina
$6.06M +$65.6K +415 +1%
CAL
2819
Capital Advisors Ltd
Ohio
$6.06M +$493K +3,120 +10%
EA
2820
Eclectic Associates
California
$6.05M -$46.6K -295 -0.9%
LC
2821
Landaas & Company
Wisconsin
$6.05M +$226K +1,430 +4%
TP
2822
Tranquility Partners
Tennessee
$6.04M -$20.7K -131 -0.4%
SFG
2823
Summit Financial Group
West Virginia
$6.04M +$881K +5,574 +20%
EA
2824
Elm Advisors
California
$6.03M -$53.7K -340 -1%
LFM
2825
LGT Fund Management
Liechtenstein
$6.02M +$5.36M +33,900 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.