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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
MCWA
3101
Meadow Creek Wealth Advisors
Georgia
$4.41M +$3.92M +24,823 New
CWA
3102
Capital Wealth Alliance
Arizona
$4.39M -$128K -809 -3%
PWMG
3103
Provence Wealth Management Group
California
$4.39M +$3.91M +24,748 New
SAM
3104
Stewart Asset Management
New York
$4.38M -$7.9K -50 -0.2%
MPCL
3105
My Personal CFO LLC
Washington
$4.38M +$3.9M +24,668 New
PWM
3106
Palumbo Wealth Management
New York
$4.37M +$23.4K +148 +0.6%
QT
3107
Quantbot Technologies
New York
$4.37M +$3.89M +24,631 New
HFS
3108
Heritage Financial Services
Massachusetts
$4.37M +$3.89M +24,596 New
HI
3109
Human Investing
Oregon
$4.36M +$189K +1,196 +5%
SAM
3110
S.A. Mason
Michigan
$4.35M +$135K +857 +4%
SWRP
3111
Summit Wealth & Retirement Planning
California
$4.34M -$248K -1,569 -6%
IPAM
3112
ICICI Prudential Asset Management
India
$4.33M +$3.86M +24,408 New
TCOK
3113
Trust Company of Kansas
Kansas
$4.33M -$213K -1,345 -5%
PC
3114
Peavine Capital
Nevada
$4.33M
ACM
3115
Ativo Capital Management
Illinois
$4.32M -$29.9K -189 -0.8%
TA
3116
Trellis Advisors
Washington
$4.3M -$139K -879 -3%
RCIM
3117
Red Cedar Investment Management
Michigan
$4.3M
MTIC
3118
Missouri Trust & Investment Company
Missouri
$4.29M +$3.82M +24,181 New
SFG
3119
Synergy Financial Group
California
$4.29M +$3.82M +24,157 New
LF
3120
Lantz Financial
Illinois
$4.29M -$117K -742 -3%
ES
3121
Eagle Strategies
New York
$4.29M +$3.81M +24,135 New
BCFD
3122
Boit C.F. David
$4.29M
PWA
3123
Primoris Wealth Advisors
Florida
$4.28M +$3.81M +24,103 New
SCA
3124
Southern Capital Advisors
Tennessee
$4.28M +$3.81M +24,113 New
OFG
3125
OmniStar Financial Group
North Carolina
$4.28M +$1.42K +9 +0%

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.