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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
TC
3076
Trust Company
Kansas
$4.53M -$223K -1,410 -5%
RAM
3077
Redmond Asset Management
Virginia
$4.53M -$499K -3,159 -11%
CP
3078
Camelot Portfolios
Ohio
$4.5M +$1.42M +9,002 +55%
OBWP
3079
O'Brien Wealth Partners
Massachusetts
$4.5M -$108K -683 -3%
CFO
3080
Capitol Family Office
Oregon
$4.5M +$4.01M +25,349 New
TNAM
3081
Terra Nova Asset Management
New York
$4.5M -$404K -2,559 -9%
SI
3082
Saxon Interests
Texas
$4.5M +$4.06M +25,683 New
SRAM
3083
Spouting Rock Asset Management
Pennsylvania
$4.49M -$2.17M -13,723 -35%
LPARFS
3084
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$4.49M +$2.76M +17,471 +224%
RAM
3085
Roanoke Asset Management
New Jersey
$4.49M -$72.7K -460 -2%
MSCM
3086
McElhenny Sheffield Capital Management
Texas
$4.48M +$89.8K +568 +2%
EFL
3087
ERn Financial LLC
Wisconsin
$4.48M +$50.4K +319 +1%
WCM
3088
Weik Capital Management
Pennsylvania
$4.47M -$13.7K -87 -0.3%
PHIMC
3089
Private Harbour Investment Management & Counsel
Ohio
$4.47M -$134K -851 -3%
LCM
3090
Lewis Capital Management
California
$4.45M +$3.96M +25,075 New
AC
3091
AlphaCore Capital
California
$4.45M -$112K -709 -3%
CSWM
3092
Cassady Schiller Wealth Management
Ohio
$4.44M +$3.96M +25,026 New
TCM
3093
Tributary Capital Management
Nebraska
$4.44M -$132K -835 -3%
AWA
3094
Archvest Wealth Advisors
California
$4.43M +$3.94M +24,949 New
PCMC
3095
Paragon Capital Management (Colorado)
Colorado
$4.43M +$90.1K +570 +2%
AIM
3096
Aspen Investment Management
Michigan
$4.42M -$2.53K -16 -0.1%
GM
3097
GeoWealth Management
Illinois
$4.42M -$199K -1,261 -5%
AIS
3098
American Investment Services
Massachusetts
$4.42M -$7.69M -48,652 -66%
HCM
3099
Hudson Capital Management
New Jersey
$4.42M -$413K -2,613 -10%
CSWG
3100
Cardinal Strategic Wealth Guidance
Kentucky
$4.41M -$98.9K -626 -2%

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.