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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
CCA
2951
Column Capital Advisors
Indiana
$5.23M -$216K -1,369 -4%
MA
2952
Mosaic Advisors
Texas
$5.23M +$1.09M +6,910 +31%
FAN
2953
Financial Advisors Network
California
$5.22M -$15.5K -98 -0.3%
AA
2954
Argent Advisors
Louisiana
$5.22M -$289K -1,829 -6%
MWP
2955
Meridian Wealth Partners
Pennsylvania
$5.21M +$478K +3,025 +11%
GHAM
2956
Gilman Hill Asset Management
Connecticut
$5.2M -$65.3K -413 -1%
WIA
2957
World Investment Advisors
California
$5.2M +$149K +941 +3%
BMA
2958
Brooks Moore & Associates
Tennessee
$5.19M -$23.7K -150 -0.5%
CWM
2959
Collaborative Wealth Management
Florida
$5.19M +$4.62M +29,224 New
SCA
2960
St. Clair Advisors
Ohio
$5.19M -$127K -802 -3%
VPW
2961
Vericrest Private Wealth
Pennsylvania
$5.18M +$4.61M +29,170 New
SIM
2962
Sterling Investment Management
Arizona
$5.18M +$744K +4,710 +19%
LWP
2963
Legacy Wealth Planning
Nevada
$5.16M -$723K -4,575 -14%
HG
2964
Herbst Group
Connecticut
$5.16M +$4.59M +29,071 New
ST
2965
Sentinel Trust
Texas
$5.13M +$1.41M +8,932 +45%
IA
2966
IAM Advisory
Pennsylvania
$5.13M -$50.6K -320 -1%
SPWM
2967
Schrum Private Wealth Management
Florida
$5.12M +$4.56M +28,843 New
SHWM
2968
Silicon Hills Wealth Management
Texas
$5.12M -$85.3K -540 -2%
RIM
2969
Rockbridge Investment Management
New York
$5.12M -$3.63K -23 -0.1%
V
2970
ValueWorks
New York
$5.12M +$19K +120 +0.4%
HFBOT
2971
Home Federal Bank of Tennessee
Tennessee
$5.1M -$3.95K -25 -0.1%
FWI
2972
Facet Wealth Inc
Maryland
$5.09M -$575K -3,636 -11%
IAG
2973
Investment Advisory Group
Massachusetts
$5.09M +$4.67M +29,550 New
HC
2974
Hamilton Capital
Ohio
$5.08M +$1.15M +7,299 +34%
FSCM
2975
Front Street Capital Management
Montana
$5.08M -$296K -1,874 -5%

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.