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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
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$310M +$4.32M +27,327 +2%
TRCT
277
Tower Research Capital (TRC)
New York
$307M +$118M +743,962 +75%
WT
278
Whittier Trust
California
$306M +$9.5M +60,100 +4%
JAM
279
Jupiter Asset Management
United Kingdom
$303M -$17.4M -110,126 -6%
OPERF
280
Oregon Public Employees Retirement Fund
Oregon
$302M -$16.4M -103,883 -6%
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$301M +$30.3M +191,473 +13%
TAF
282
Tredje AP-fonden
Sweden
$296M +$3.63M +23,000 +1%
HIMCH
283
Hartford Investment Management Co (HIMCO)
Connecticut
$295M +$17.2M +108,900 +7%
PWLP
284
Prio Wealth Limited Partnership
Massachusetts
$294M -$5.55M -35,099 -2%
MML Investors Services
285
MML Investors Services
Massachusetts
$294M +$4.2M +26,585 +2%
Citadel Advisors
286
Citadel Advisors
Florida
$292M -$478M -3,026,873 -65%
Cerity Partners
287
Cerity Partners
New York
$292M +$53.7M +339,715 +24%
CTC
288
Central Trust Company
Missouri
$292M -$3.41M -21,604 -1%
CWP
289
Capital Wealth Planning
Florida
$288M +$14.3M +90,586 +6%
DADC
290
D.A. Davidson & Co
Montana
$287M +$960K +6,075 +0.4%
DC
291
Davenport & Co
Virginia
$284M -$13.4M -84,776 -5%
RG
292
Rathbones Group
United Kingdom
$281M +$2.14M +13,525 +0.9%
SAM
293
Shell Asset Management
Netherlands
$281M -$2.04M -12,911 -0.8%
VNIM
294
Vaughan Nelson Investment Management
Texas
$280M -$6.07M -38,434 -2%
HL
295
Harding Loevner
New Jersey
$279M -$7.3M -46,203 -3%
HPC
296
HM Payson & Co
Maine
$277M +$2.72M +17,231 +1%
GPCM
297
Greenbrier Partners Capital Management
Texas
$276M
RHBC
298
R.H. Bluestein & Co
Michigan
$276M -$3.58M -22,661 -1%
Alkeon Capital Management
299
Alkeon Capital Management
New York
$271M -$126M -800,000 -34%
UB
300
UMB Bank
Missouri
$270M +$37.7M +238,782 +19%

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.