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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
PLFAM
2876
Pineno Levin & Ford Asset Management
Virginia
$5.75M +$397K +2,511 +8%
SB
2877
Sunflower Bank
Texas
$5.75M +$357K +2,259 +8%
GCM
2878
Glynn Capital Management
California
$5.74M
FCB
2879
First Command Bank
Texas
$5.73M
FFMBT
2880
First Farmers & Merchants Bank Trust
Tennessee
$5.73M +$5.1M +32,249 New
GC
2881
Gould Capital
Washington
$5.71M +$5.09M +32,177 New
VFM
2882
Vivid Financial Management
California
$5.7M +$92.5K +585 +2%
PFC
2883
Phocas Financial Corp
California
$5.69M -$74.9K -474 -1%
MA
2884
MBA Advisors
Pennsylvania
$5.69M +$830K +5,253 +20%
CSPAM
2885
Cary Street Partners Asset Management
Virginia
$5.68M -$399K -2,524 -7%
RDIA
2886
RE Dickinson Investment Advisors
Iowa
$5.68M +$5.06M +31,993 New
LCM
2887
Lattice Capital Management
Washington
$5.66M +$5.04M +31,900 New
TBNY
2888
Trustco Bank (New York)
New York
$5.66M -$92.5K -585 -2%
CPP
2889
Capasso Planning Partners
South Carolina
$5.66M +$5.04M +31,873 New
CWA
2890
Choice Wealth Advisors
Maine
$5.66M -$1.81M -11,470 -26%
DHGWA
2891
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5.66M +$5.03M +31,844 New
AP
2892
Adero Partners
California
$5.64M -$161K -1,019 -3%
DCM
2893
Difesa Capital Management
New York
$5.64M +$5.02M +31,778 New
EMG
2894
ETF Managers Group
New Jersey
$5.64M -$10.8M -68,295 -68%
AWM
2895
Alterna Wealth Management
Texas
$5.63M +$5.01M +31,710 New
CMANY
2896
Capital Management Associates (New York)
New York
$5.63M -$728K -4,607 -13%
DJYG
2897
David J. Yvars Group
Florida
$5.63M -$476K -3,009 -9%
ST
2898
Sabal Trust
Florida
$5.62M -$436K -2,758 -8%
WW
2899
Westshore Wealth
California
$5.62M
4WM
2900
44 Wealth Management
Oregon
$5.6M +$36.7K +232 +0.7%

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.