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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
QWM
3026
Quaker Wealth Management
New Jersey
$4.8M +$4.28M +27,061 New
LWM
3027
Loveless Wealth Management
Montana
$4.8M -$51.7K -327 -1%
KA
3028
KLCM Advisors
Wisconsin
$4.8M +$60.7K +384 +1%
RC
3029
Reik & Co
New York
$4.8M
NFG
3030
Northeast Financial Group
Pennsylvania
$4.8M +$3.63K +23 +0.1%
LHWM
3031
Lake Hills Wealth Management
Texas
$4.79M +$4.27M +26,999 New
DAC
3032
Dividend Assets Capital
South Carolina
$4.79M
KPWG
3033
KFA Private Wealth Group
Virginia
$4.79M -$81.5K -516 -2%
JCM
3034
Jacobsen Capital Management
Utah
$4.79M -$34K -215 -0.8%
WKSWA
3035
White Knight Strategic Wealth Advisors
New Jersey
$4.78M +$4.26M +26,930 New
SCA
3036
Strategic Capital Advisers
Colorado
$4.78M +$345K +2,185 +9%
FFG
3037
Fortem Financial Group
California
$4.77M -$108K -681 -2%
GA
3038
Gateway Advisory
New Jersey
$4.76M -$225K -1,422 -5%
ED
3039
Exane Derivatives
France
$4.74M +$162K +1,027 +4%
CWMGP
3040
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.73M +$4.21M +26,650 New
AIC
3041
Argus Investors Counsel
New York
$4.72M -$196K -1,239 -4%
BF
3042
Blankinship & Foster
California
$4.72M -$9.64K -61 -0.2%
EA
3043
Echo45 Advisors
California
$4.72M +$4.2M +26,559 New
GAM
3044
Gould Asset Management
California
$4.71M -$67.5K -427 -2%
FFP
3045
Forbes Financial Planning
Rhode Island
$4.7M +$4.19M +26,505 New
ACP
3046
Aveo Capital Partners
Colorado
$4.7M -$847K -5,362 -17%
TIM
3047
Total Investment Management
Arizona
$4.7M +$24.8K +157 +0.6%
WCM
3048
Windsor Capital Management
Arizona
$4.7M +$22.3K +141 +0.5%
WFA
3049
Wellspring Financial Advisors
Ohio
$4.69M +$7.74K +49 +0.2%
BGDI
3050
BW Gestao de Investimentos
Brazil
$4.69M -$3.03M -19,190 -42%

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.