We are live on ! Find out more

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
HI
2851
Handelsinvest Investeringsforvaltning
Denmark
$5.87M -$790K -5,000 -13%
PHAM
2852
Palisades Hudson Asset Management
Florida
$5.86M -$233K -1,477 -4%
CF
2853
Corrigan Financial
Rhode Island
$5.86M +$948 +6 +0%
Boston Partners
2854
Boston Partners
Massachusetts
$5.86M +$31.6K +200 +0.6%
FNBOH
2855
First National Bank of Hutchinson
Kansas
$5.86M +$226K +1,430 +5%
PPWM
2856
Paragon Private Wealth Management
Kentucky
$5.85M +$5.2M +32,929 New
MAG
2857
Mayfair Advisory Group
Alabama
$5.84M +$80.1K +507 +2%
PA
2858
Parkside Advisors
California
$5.84M +$17.2K +109 +0.3%
SIM
2859
SSI Investment Management
California
$5.84M -$17.7K -112 -0.3%
WLIM
2860
White Lighthouse Investment Management
Massachusetts
$5.83M -$92.5K -585 -2%
WOC
2861
West Oak Capital
California
$5.83M -$184K -1,165 -3%
WCM
2862
Washburn Capital Management
Florida
$5.83M -$36.3K -230 -0.7%
PCFFS
2863
Pacific Center for Financial Services
California
$5.82M -$23.2K -147 -0.4%
DOA
2864
D'Orazio & Associates
Virginia
$5.81M +$205K +1,295 +4%
DG
2865
Doman Group
New York
$5.8M +$5.17M +32,689 New
IIL
2866
Insight Inv LLC
California
$5.8M +$5.17M +32,686 New
CWM
2867
Cherrydale Wealth Management
New Jersey
$5.8M +$5.16M +32,665 New
EFG
2868
Everhart Financial Group
Ohio
$5.79M +$642K +4,063 +14%
BIM
2869
Barton Investment Management
Pennsylvania
$5.79M +$829K +5,245 +19%
KCM
2870
KLK Capital Management
California
$5.77M -$169K -1,072 -3%
VC
2871
Veracity Capital
Georgia
$5.77M +$71.9K +455 +1%
KBFS
2872
Kohmann Bosshard Financial Services
Ohio
$5.77M +$1.17M +7,377 +29%
FA
2873
Fermata Advisors
California
$5.77M +$80.8K +511 +2%
SAM
2874
Strategy Asset Managers
California
$5.76M -$4.47M -28,299 -47%
AIFAIM
2875
American Institute for Advanced Investment Management
Arizona
$5.76M -$90.1K -570 -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.