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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
CAM
3151
Cidel Asset Management
Ontario, Canada
$4.15M -$96.7K -612 -3%
IP
3152
Intellectus Partners
California
$4.14M -$420K -2,656 -10%
SC
3153
Seldon Capital
California
$4.13M +$3.68M +23,268 New
WFA
3154
Wade Financial Advisory
California
$4.13M -$88.3K -559 -2%
LC
3155
Longitude (Cayman)
Cayman Islands
$4.12M -$284K -1,800 -7%
PSIWM
3156
Paradigm Strategies in Wealth Management
Minnesota
$4.12M -$9.8K -62 -0.3%
EHWM
3157
Eads & Heald Wealth Management
Georgia
$4.11M -$156K -986 -4%
MCM
3158
Mendel Capital Management
Arkansas
$4.11M +$3.66M +23,154 New
LOIM
3159
Liberty One Investment Management
Illinois
$4.1M +$30.7K +194 +0.8%
CNB
3160
Camden National Bank
Maine
$4.1M +$79.5K +503 +2%
CPC
3161
Cookson Peirce & Co
Pennsylvania
$4.09M -$89.4K -566 -2%
PIM
3162
Perpetual Investment Management
Australia
$4.09M -$581K -3,679 -14%
MIS
3163
Morningstar Investment Services
Illinois
$4.08M +$194K +1,229 +6%
FMTCOCP
3164
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.08M -$13.7K -87 -0.4%
SIC
3165
Shoker Investment Counsel
Ohio
$4.08M +$16.3K +103 +0.5%
RCA
3166
Reitz Capital Advisors
Michigan
$4.08M +$225K +1,421 +5%
NJBEST
3167
New Jersey Better Educational Savings Trust
New Jersey
$4.07M -$1.28M -8,100 -26%
DSCM
3168
Del-Sette Capital Management
New York
$4.06M +$3.61M +22,854 New
AFT
3169
Alpha Family Trust
California
$4.06M
OPWM
3170
Oxinas Partners Wealth Management
Indiana
$4.05M -$129K -816 -3%
CCM
3171
Cox Capital Management
Massachusetts
$4.04M +$146K +925 +4%
SA
3172
SAM Advisors
California
$4.03M -$166K -1,049 -4%
PH
3173
Pinnacle Holdings
Oklahoma
$4.03M -$7.27K -46 -0.2%
CP
3174
Capital Planning
Washington
$4.02M +$948 +6 +0%
IFS
3175
Intelligent Financial Strategies
Minnesota
$4.02M +$3.58M +22,623 New

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.