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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
WFMPM
2926
Woodley Farra Manion Portfolio Management
Indiana
$5.41M +$288K +1,822 +6%
PCWA
2927
Pacific Capital Wealth Advisors
California
$5.4M -$147K -931 -3%
JPLA
2928
Joseph P. Lucia & Associates
New York
$5.4M +$231K +1,464 +5%
MMHP
2929
Murphy Middleton Hinkle & Parker
Georgia
$5.4M +$12.3K +78 +0.3%
SFWC
2930
Strategic Family Wealth Counselors
New Jersey
$5.38M +$1.9K +12 +0%
WG
2931
Winton Group
United Kingdom
$5.38M +$4.79M +30,299 New
TI
2932
tru Independence
Oregon
$5.38M -$302K -1,910 -6%
JGIA
2933
Jackson Grant Investment Advisers
Connecticut
$5.34M -$20.1K -127 -0.4%
SWAG
2934
Spectrum Wealth Advisory Group
California
$5.34M -$3.48K -22 -0.1%
SIAG
2935
Safeguard Investment Advisory Group
California
$5.33M -$160K -1,014 -3%
TMWM
2936
Taylor & Morgan Wealth Management
Michigan
$5.33M +$4.75M +30,039 New
SCA
2937
Sandy Cove Advisors
Massachusetts
$5.33M +$4.75M +30,032 New
CHA
2938
Cooper/Haims Advisors
New York
$5.33M -$27K -171 -0.6%
MAC
2939
Mason & Associates (California)
California
$5.32M +$4.73M +29,944 New
BFS
2940
Bickling Financial Services
Massachusetts
$5.29M +$23.9K +151 +0.5%
SL
2941
Summitry LLC
California
$5.28M +$97.8K +619 +2%
RS
2942
Robeco Schweiz
Switzerland
$5.28M -$358K -2,265 -7%
AWMG
2943
Alliance Wealth Management Group
New Jersey
$5.28M -$77.3K -489 -2%
BEW
2944
Burton Enright Welch
California
$5.28M +$4.7M +29,731 New
VR
2945
Viridian RIA
Washington
$5.27M -$79.2K -501 -2%
MWP
2946
Madison Wealth Partners
Wisconsin
$5.25M +$168K +1,065 +4%
CA
2947
Crewe Advisors
Utah
$5.24M -$251K -1,591 -5%
JDR
2948
Jay D. Rosenbaum
$5.24M -$1.11K -7 -0%
FOA
2949
Five Oceans Advisors
California
$5.24M +$383K +2,421 +9%
GWAG
2950
Garrett Wealth Advisory Group
Texas
$5.23M -$8.69K -55 -0.2%

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.