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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
SC
3401
Scholtz & Company
Connecticut
$2.97M +$608K +3,850 +30%
CAC
3402
Cowen and Company
New York
$2.97M +$2.65M +16,752 New
RCC
3403
Red Cedar Capital
Nebraska
$2.97M
CGA
3404
Channing Global Advisors
Florida
$2.97M +$2.64M +16,705 New
MS
3405
Marshall & Sullivan
Washington
$2.96M
KOC
3406
Koss-Olinger Consulting
Florida
$2.96M -$233K -1,477 -8%
AWM
3407
Activest Wealth Management
Florida
$2.96M +$93.7K +593 +4%
XSC
3408
X-Square Capital
Puerto Rico
$2.96M -$79.3K -502 -3%
FVWA
3409
Foster Victor Wealth Advisors
South Carolina
$2.95M +$461K +2,918 +21%
AWM
3410
Aprio Wealth Management
Georgia
$2.93M -$63.7K -403 -2%
WWP
3411
Waypoint Wealth Partners
California
$2.92M +$680K +4,304 +35%
EP
3412
Elkhorn Partners
Nebraska
$2.92M +$3.16K +20 +0.1%
ADBIC
3413
A.D. Beadell Investment Counsel
Wisconsin
$2.91M -$76.6K -485 -3%
PWM
3414
Provident Wealth Management
Tennessee
$2.91M +$81.9K +518 +3%
SWMG
3415
Signature Wealth Management Group
Georgia
$2.91M +$374K +2,364 +17%
OPPTF
3416
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.91M +$215K +1,362 +9%
CS
3417
Capital Square
Tennessee
$2.89M -$83.3K -527 -3%
PIM
3418
Parker Investment Management
California
$2.89M +$13.3K +84 +0.5%
GC
3419
Giverny Capital
Quebec, Canada
$2.89M +$765K +4,838 +42%
FAM
3420
Fenimore Asset Management
New York
$2.89M
NC
3421
NinePointTwo Capital
California
$2.89M +$53.7K +340 +2%
CFO
3422
Custos Family Office
Texas
$2.88M +$2.56M +16,224 New
CFP
3423
Curran Financial Partners
South Carolina
$2.88M +$367K +2,322 +17%
NIP
3424
Nicholas Investment Partners
California
$2.88M +$2.56M +16,215 New
GPWA
3425
Great Point Wealth Advisors
Massachusetts
$2.86M -$73.2K -463 -3%

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.