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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
MTIM
3226
Marathon Trading Investment Management
Pennsylvania
$3.76M +$782K +4,950 +30%
EWM
3227
Echo Wealth Management
Minnesota
$3.76M +$46.8K +296 +1%
SPP
3228
Single Point Partners
Massachusetts
$3.76M +$3.34M +21,160 New
HLOC
3229
H.L. Ormond & Company
North Carolina
$3.75M +$3.39M +21,474 New
BBHBI
3230
B, B, H, & B Inc
Alabama
$3.75M -$78.7K -498 -2%
LWAM
3231
Legacy Wealth Asset Management
Minnesota
$3.75M -$49.6K -314 -1%
PWM
3232
Penobscot Wealth Management
Maine
$3.75M +$130K +821 +4%
ICM
3233
Islay Capital Management
Texas
$3.75M -$103K -651 -3%
TCM
3234
TD Capital Management
Tennessee
$3.75M -$15.6K -99 -0.5%
PG
3235
Proffitt & Goodson
Tennessee
$3.74M -$35.6K -225 -1%
LGWM
3236
Litman Gregory Wealth Management
California
$3.74M -$92K -582 -3%
LIM
3237
Loudon Investment Management
New Hampshire
$3.74M -$3.48K -22 -0.1%
BCM
3238
Birmingham Capital Management
Alabama
$3.73M -$130K -825 -4%
ACMA
3239
Arbor Capital Management (Alaska)
Alaska
$3.73M +$3.32M +20,996 New
KWA
3240
Kellett Wealth Advisors
Ohio
$3.73M +$3.32M +20,985 New
JWM
3241
Janiczek Wealth Management
Colorado
$3.72M +$128K +811 +4%
SFG
3242
Sunburst Financial Group
Alabama
$3.71M +$355K +2,247 +12%
BWM
3243
BCGM Wealth Management
Indiana
$3.71M +$1.39M +8,810 +73%
Manulife (Manufacturers Life Insurance)
3244
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.71M -$427M -2,700,080 -11%
LC
3245
Legacy CG
Texas
$3.71M +$3.3M +20,883 New
RMC
3246
Regis Management Company
California
$3.71M -$1.07M -6,782 -25%
WI
3247
WrapManager Inc
California
$3.69M +$266K +1,680 +9%
AIL
3248
AGF Investments LLC
Ontario, Canada
$3.69M -$715K -4,523 -18%
OAJ
3249
Ogorek Anthony Joseph
New York
$3.69M +$1.9K +12 +0.1%
AFIA
3250
America First Investment Advisors
Nebraska
$3.67M

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.