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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
OWIM
3351
Old West Investment Management
California
$3.16M
MAM
3352
Marquette Asset Management
Minnesota
$3.16M +$20.1K +127 +0.7%
DSA
3353
Droms Strauss Advisors
Missouri
$3.16M +$1.74K +11 +0.1%
WA
3354
WESPAC Advisors
California
$3.16M -$806K -5,100 -22%
PCMN
3355
Paradigm Capital Management (Nevada)
Nevada
$3.16M +$2.81M +17,776 New
FNBSF
3356
First National Bank Sioux Falls
South Dakota
$3.15M +$1.08M +6,812 +62%
ACWM
3357
Adams Chetwood Wealth Management
North Carolina
$3.15M -$27.2K -172 -1%
WH
3358
Willner & Heller
California
$3.15M +$3.52M +22,270 New
SSW
3359
Stone Summit Wealth
Florida
$3.14M +$2.79M +17,673 New
AWM
3360
AllSquare Wealth Management
New York
$3.14M -$8.69K -55 -0.3%
CCM
3361
Corsair Capital Management
New York
$3.13M -$79.2K -501 -3%
AW
3362
Apricus Wealth
South Carolina
$3.11M +$2.77M +17,526 New
EPWM
3363
Essex Private Wealth Management
Massachusetts
$3.11M +$158 +1 +0%
CWA
3364
CJM Wealth Advisers
Virginia
$3.1M +$2.76M +17,478 New
NA
3365
Nottingham Advisors
New York
$3.1M -$47.4K -300 -2%
FBT
3366
First Bank & Trust
South Dakota
$3.09M -$35.2K -223 -1%
RA
3367
Riverstone Advisors
Texas
$3.08M +$935K +5,914 +51%
WCP
3368
Wick Capital Partners
Pennsylvania
$3.08M +$2.74M +17,346 New
LK
3369
Lumbard & Kellner
New Hampshire
$3.08M -$95.6K -605 -3%
PFA
3370
Pathway Financial Advisors
Vermont
$3.07M +$2.78M +17,588 New
PCM
3371
Pointe Capital Management
Michigan
$3.07M +$139K +879 +5%
CA
3372
Crumly & Associates
Illinois
$3.07M -$422K -2,672 -13%
SFP
3373
Sweet Financial Partners
Minnesota
$3.06M +$2.73M +17,251 New
SC
3374
Steph & Co
Wisconsin
$3.06M +$264K +1,672 +11%
FAM
3375
Flaharty Asset Management
Florida
$3.06M +$153K +966 +6%

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.