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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
PAM
3001
Paradigm Asset Management
New York
$4.94M -$198K -1,254 -4%
BDF
3002
Black Diamond Financial
Maryland
$4.94M +$1.14M +7,238 +35%
SRSA
3003
S.R. Schill & Associates
Washington
$4.94M +$74.1K +469 +2%
DFG
3004
Demars Financial Group
Washington
$4.94M +$61.3K +388 +1%
AWG
3005
Altus Wealth Group
Colorado
$4.94M +$29.6K +187 +0.7%
WDL
3006
Well Done LLC
Michigan
$4.93M +$106K +672 +2%
SFG
3007
Sather Financial Group
Texas
$4.92M +$474 +3 +0%
TFP
3008
Tilia Fiduciary Partners
North Carolina
$4.92M +$4.38M +27,690 New
MWM
3009
Midwest Wealth Management
Indiana
$4.9M +$147K +928 +3%
TC
3010
Truvestments Capital
Florida
$4.9M +$159K +1,007 +4%
QWM
3011
QP Wealth Management
New Jersey
$4.9M -$114K -723 -3%
EWS
3012
Evergreen Wealth Solutions
Pennsylvania
$4.9M +$4.36M +27,592 New
TCM
3013
Tandem Capital Management
New Jersey
$4.89M -$34K -215 -0.8%
MCM
3014
Magnolia Capital Management
New York
$4.87M -$300K -1,900 -6%
AIM
3015
Axiom Investment Management
New York
$4.87M -$1.14M -7,207 -21%
AA
3016
Addison Advisors
Vermont
$4.86M +$1.4M +8,841 +48%
PCI
3017
Planning Center Inc
Illinois
$4.86M +$4.37M +27,624 New
FBC
3018
Fairfield, Bush & Co
Connecticut
$4.85M -$6.2M -39,247 -59%
MFG
3019
Menard Financial Group
Texas
$4.84M -$42K -266 -1%
BWM
3020
BCS Wealth Management
Tennessee
$4.83M +$330K +2,087 +8%
EWP
3021
Engrave Wealth Partners
Texas
$4.83M -$156K -990 -4%
BCFS
3022
Butensky & Cohen Financial Security
Florida
$4.83M -$50.6K -320 -1%
KIA
3023
Kraematon Investment Advisors
Massachusetts
$4.82M +$4.29M +27,160 New
SCP
3024
Syntal Capital Partners
Texas
$4.82M -$18.8K -119 -0.4%
FCM
3025
Fortis Capital Management
Washington
$4.81M +$424K +2,685 +11%

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.