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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
MCIA
3126
Mountain Capital Investment Advisors
Colorado
$4.27M -$253K -1,601 -6%
JWBC
3127
John W. Brooker & Co
California
$4.26M +$151K +956 +4%
F
3128
F3Logic
Minnesota
$4.26M +$75.7K +479 +2%
AHIA
3129
Andrew Hill Investment Advisors
Florida
$4.25M +$3.78M +23,929 New
IDBONY
3130
Israel Discount Bank of New York
New York
$4.24M +$546K +3,458 +17%
EIA
3131
Eldridge Investment Advisors
New Hampshire
$4.24M -$14.2K -90 -0.4%
BWM
3132
BigSur Wealth Management
Florida
$4.24M
TVAMP
3133
Tennessee Valley Asset Management Partners
Tennessee
$4.24M +$39.4K +249 +1%
RPSA
3134
Richard P. Slaughter Associates
Texas
$4.23M -$29.9K -189 -0.8%
DL
3135
DOHJ LLC
Washington
$4.23M -$189K -1,197 -5%
PFA
3136
Pettinga Financial Advisors
Indiana
$4.22M -$30.3K -192 -0.8%
BIA
3137
Bell Investment Advisors
California
$4.22M +$67.2K +425 +2%
FA
3138
Financial Advisors
Massachusetts
$4.22M +$31.8K +201 +0.9%
GCMG
3139
Gyroscope Capital Management Group
Florida
$4.21M -$1.63M -10,299 -30%
MIC
3140
MU Investments Company
Japan
$4.21M -$635K -4,020 -15%
AA
3141
Altman Advisors
Illinois
$4.21M +$526K +3,326 +15%
RHP
3142
Royal Harbor Partners
Texas
$4.21M +$1.84M +11,646 +97%
VAG
3143
VisionPoint Advisory Group
Texas
$4.2M +$34.1K +216 +0.9%
IIA
3144
ICW Investment Advisors
Arizona
$4.2M -$26.1K -165 -0.7%
CWM
3145
Cahaba Wealth Management
Georgia
$4.19M +$64.2K +406 +2%
LHEI
3146
Leo H. Evart Inc
California
$4.17M +$3.71M +23,474 New
FCMA
3147
Foresight Capital Management Advisors
Michigan
$4.16M +$3.71M +23,446 New
PMA
3148
Prudent Man Advisors
Illinois
$4.16M -$200K -1,266 -5%
SL
3149
Salomon & Ludwin
Virginia
$4.16M +$318K +2,012 +9%
CGFA
3150
Colton Groome Financial Advisors
North Carolina
$4.15M -$97.8K -619 -3%

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.