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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
TIM
2976
Thornburg Investment Management
New Mexico
$5.07M +$1.29M +8,174 +40%
MPAM
2977
Murphy Pohlad Asset Management
Minnesota
$5.07M -$5.54M -35,054 -55%
BWM
2978
BT Wealth Management
Georgia
$5.07M +$181K +1,145 +4%
GPA
2979
Guerra Pan Advisors
New Jersey
$5.06M +$4.5M +28,496 New
SA
2980
SFI Advisors
New Jersey
$5.06M +$4.4M +27,850 New
FMP
2981
Financial Management Professionals
Texas
$5.05M -$452K -2,860 -9%
SWP
2982
ShoreHaven Wealth Partners
New Jersey
$5.04M -$37.3K -236 -0.8%
DCM
2983
Dimension Capital Management
Florida
$5.04M +$9.48K +60 +0.2%
FP
2984
Factorial Partners
New York
$5.04M -$190K -1,200 -4%
GSIS
2985
Global Strategic Investment Solutions
Arizona
$5.03M +$210K +1,330 +5%
AC
2986
Addison Capital
Pennsylvania
$5.02M -$8.85K -56 -0.2%
CFFP
2987
Center for Financial Planning
Michigan
$5.02M +$50.6K +320 +1%
EWA
2988
ERTS Wealth Advisors
Michigan
$5.01M -$130K -821 -3%
TWI
2989
Thomas White International
Illinois
$5.01M
SCP
2990
Stamos Capital Partners
California
$5.01M -$860K -5,440 -16%
TCWM
2991
Total Clarity Wealth Management
Illinois
$5M +$252K +1,597 +6%
BHIC
2992
Bassett Hargrove Investment Counsel
Delaware
$5M -$28.4K -180 -0.6%
DCM
2993
DGS Capital Management
New Jersey
$4.99M +$4.44M +28,122 New
BB
2994
Bell Bank
North Dakota
$4.99M -$60.1K -380 -1%
GSAM
2995
Grant Street Asset Management
Pennsylvania
$4.99M +$97.8K +619 +2%
PRS
2996
Pinkerton Retirement Specialists
Idaho
$4.98M +$2.37K +15 +0.1%
BMC
2997
Beaton Management Company
Massachusetts
$4.98M +$10.6K +67 +0.2%
EDRIA
2998
Edmonds Duncan Registered Investment Advisors
Kansas
$4.97M +$27.7K +175 +0.6%
Members Trust
2999
Members Trust
Florida
$4.95M +$1.1M +6,991 +33%
PFP
3000
Paragon Financial Partners
California
$4.95M +$4.4M +27,856 New

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.