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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
LRWA
2901
Long Run Wealth Advisors
New York
$5.6M +$4.99M +31,552 New
MCM
2902
McRae Capital Management
New Jersey
$5.59M +$308K +1,950 +7%
HPWM
2903
High Pines Wealth Management
Massachusetts
$5.59M +$119K +751 +2%
MHWM
2904
Montz Harcus Wealth Management
Louisiana
$5.58M +$4.97M +31,441 New
SWG
2905
Summit Wealth Group
Vermont
$5.58M +$4.97M +31,433 New
SP
2906
Successful Portfolios
Florida
$5.58M -$1.9K -12 -0%
LFA
2907
Landmark Financial Advisors
Kentucky
$5.57M +$123K +781 +3%
MFP
2908
Meridian Financial Partners
Virginia
$5.56M -$25.3K -160 -0.5%
EA
2909
Eudaimonia Advisors
Tennessee
$5.56M +$4.95M +31,308 New
AWP
2910
Accretive Wealth Partners
New Jersey
$5.55M +$1.71M +10,824 +53%
SCP
2911
Sandhill Capital Partners
New York
$5.55M -$161K -1,020 -3%
OF
2912
Outfitter Financial
Maine
$5.54M -$67.5K -427 -1%
FAP
2913
Financial Advisory Partners
Florida
$5.51M +$4.91M +31,050 New
AWM
2914
Accurate Wealth Management
Florida
$5.51M +$116K +734 +2%
VW
2915
Vance Wealth
California
$5.5M +$4.9M +30,993 New
OCPWS
2916
One Charles Private Wealth Services
Massachusetts
$5.5M +$3.79K +24 +0.1%
PFA
2917
Plotkin Financial Advisors
Maryland
$5.49M -$268K -1,694 -5%
FI
2918
Finivi Inc
Massachusetts
$5.49M +$4.89M +30,926 New
CIA
2919
Cascade Investment Advisors
Oregon
$5.49M -$65.6K -415 -1%
1WM
2920
1900 Wealth Management
Texas
$5.48M +$1.1M +6,989 +29%
TFA
2921
Trinity Financial Advisors
Ohio
$5.46M -$6.16K -39 -0.1%
CWM
2922
Chemistry Wealth Management
New York
$5.43M +$4.84M +30,599 New
NLP
2923
Next Level Private
New York
$5.43M +$4.84M +30,599 New
CFG
2924
CMC Financial Group
Georgia
$5.42M -$5.37K -34 -0.1%
POIA
2925
Pin Oak Investment Advisors
Texas
$5.41M +$53.9K +341 +1%

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.