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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
CWM
3176
Campbell Wealth Management
Virginia
$4.02M -$176K -1,116 -5%
AWM
3177
Aspire Wealth Management
Massachusetts
$4.02M +$3.57M +22,615 New
MCM
3178
Monument Capital Management
Virginia
$4.01M +$29.1K +184 +0.8%
SI
3179
Scharf Investments
California
$4.01M -$38.7K -245 -1%
OAMG
3180
Odey Asset Management Group
United Kingdom
$4.01M
BFA
3181
Brendel Financial Advisors
New Hampshire
$4M +$3.56M +22,531 New
CAP
3182
Columbia Advisory Partners
Washington
$4M +$3.56M +22,505 New
UL
3183
Unionview LLC
Washington
$4M +$3.56M +22,500 New
SICM
3184
Sustainable Insight Capital Management
New York
$3.99M -$266K -1,684 -7%
SSCA
3185
South Shore Capital Advisors
Massachusetts
$3.99M +$165K +1,047 +5%
HR
3186
Hardy Reed
Mississippi
$3.99M -$60.8K -385 -2%
MKC
3187
M. Kraus & Co
Vermont
$3.98M -$19.8K -125 -0.6%
AFS
3188
Annapolis Financial Services
Maryland
$3.97M -$145K -916 -4%
BWCS
3189
Beirne Wealth Consulting Services
Connecticut
$3.97M -$64.5K -408 -2%
ARG
3190
Advisory Resource Group
Oklahoma
$3.96M +$294K +1,862 +9%
CFCI
3191
Comprehensive Financial Consultants Institutional
Indiana
$3.96M +$3.8M +24,018 New
WFA
3192
WMG Financial Advisors
Tennessee
$3.95M +$3.5M +22,157 New
EPA
3193
Element Pointe Advisors
Florida
$3.94M
SA
3194
Shilanski & Associates
Alaska
$3.94M -$11.9K -75 -0.3%
AWAP
3195
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.93M -$170K -1,074 -5%
PFG
3196
PAX Financial Group
Texas
$3.93M -$125K -789 -3%
MWM
3197
Marion Wealth Management
Pennsylvania
$3.9M +$3.47M +21,968 New
CFA
3198
Compass Financial Advisors
Indiana
$3.89M +$3.46M +21,911 New
NA
3199
Navellier & Associates
Nevada
$3.89M -$99.4K -629 -3%
CIC
3200
Cutler Investment Counsel
Oregon
$3.88M -$2.51M -15,891 -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.