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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
RCM
3276
Regency Capital Management
Hawaii
$3.53M -$1.41M -8,892 -31%
CWMU
3277
Caliber Wealth Management (Utah)
Utah
$3.52M +$158K +998 +5%
LFS
3278
Legacy Financial Strategies
Kansas
$3.52M +$48.5K +307 +2%
EA
3279
Emerald Advisors
Washington
$3.52M +$622K +3,936 +25%
TA
3280
Tectonic Advisors
Texas
$3.51M +$202K +1,276 +7%
BC
3281
Bowman & Company
Wisconsin
$3.51M +$3.12M +19,730 New
WP
3282
Wealthspan Partners
Iowa
$3.5M +$3.12M +19,714 New
VCP
3283
Vista Capital Partners
Oregon
$3.5M +$313K +1,982 +11%
OWM
3284
OneAscent Wealth Management
Alabama
$3.5M +$3.12M +19,713 New
LSWM
3285
Lorne Steinberg Wealth Management
Canada
$3.49M -$56.7K -359 -2%
MGIA
3286
Matthew Goff Investment Advisor
Texas
$3.49M -$339K -2,147 -10%
CA
3287
Cumberland Advisors
Florida
$3.48M
FH
3288
FWG Holdings
Florida
$3.48M +$139K +878 +5%
SGA
3289
Sustainable Growth Advisers
Connecticut
$3.47M
OPOWM
3290
One Plus One Wealth Management
Florida
$3.47M -$59.1K -374 -2%
RPCA
3291
Running Point Capital Advisors
California
$3.47M -$160K -1,015 -5%
Balyasny Asset Management
3292
Balyasny Asset Management
Illinois
$3.46M -$1.91M -12,058 -38%
WFM
3293
Wolff Financial Management
Michigan
$3.46M +$3.08M +19,489 New
CWA
3294
Centennial Wealth Advisory
Michigan
$3.44M +$16.9K +107 +0.6%
APSP
3295
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.43M -$2.85K -18 -0.1%
UIA
3296
UBP Investment Advisors
Switzerland
$3.42M +$102K +648 +3%
JGUA
3297
John G. Ullman & Associates
New York
$3.41M -$32.6K -206 -1%
APC
3298
Aspire Private Capital
North Carolina
$3.4M +$53.9K +341 +2%
AWM
3299
Abound Wealth Management
Tennessee
$3.4M +$3.02M +19,139 New
DA
3300
Detalus Advisors
Missouri
$3.39M -$125K -788 -4%

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.