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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
EBSAM
3376
Eubel Brady & Suttman Asset Management
Ohio
$3.06M +$108K +681 +4%
HI
3377
Horizon Investments
North Carolina
$3.05M -$29M -183,337 -91%
OFS
3378
Oldfather Financial Services
Nebraska
$3.05M +$55.3K +350 +2%
RWRC
3379
R.W. Roge & Company
New York
$3.05M
SFA
3380
Source Financial Advisors
New York
$3.05M -$120K -759 -4%
SA
3381
Scarborough Advisors
Maryland
$3.04M +$2.71M +17,125 New
SFP
3382
Sterling Financial Planning
New Jersey
$3.04M -$64.6K -409 -2%
CAM
3383
Campion Asset Management
Virginia
$3.04M +$131K +830 +5%
WJA
3384
Willis Johnson & Associates
Texas
$3.04M -$87.2K -552 -3%
ML
3385
Mayport LLC
Massachusetts
$3.04M +$2.7M +17,104 New
USGIU
3386
U.S. Global Investors (USGI)
Texas
$3.04M
RIS
3387
Retirement Income Solutions
Michigan
$3.02M -$37K -234 -1%
BG
3388
Benedetti & Gucer
Georgia
$3.02M +$372K +2,352 +16%
DFS
3389
Dixon Fnancial Services
California
$3.02M +$2.69M +17,024 New
DA
3390
Doliver Advisors
Texas
$3.02M -$1.04M -6,598 -27%
DU
3391
Delphia (USA)
Ontario, Canada
$3.02M +$2.69M +17,013 New
AA
3392
Alesco Advisors
New York
$3.02M -$244K -1,547 -8%
MCM
3393
Mainstay Capital Management
Michigan
$3.02M -$605K -3,828 -18%
HCM
3394
HMS Capital Management
Tennessee
$3.01M +$6.64K +42 +0.2%
UAM
3395
Unison Asset Management
Florida
$3.01M
FDS
3396
First Dallas Securities
Texas
$3M -$311K -1,968 -10%
DM
3397
Delphi Management
Massachusetts
$3M -$41.1K -260 -2%
AWA
3398
Acorn Wealth Advisors
Michigan
$2.98M -$7.9K -50 -0.3%
KLI
3399
Kelman-Lazarov Inc
Tennessee
$2.98M +$101K +640 +4%
CG
3400
Corundum Group
Colorado
$2.98M +$243K +1,536 +10%

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.