We are live on ! Find out more

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
IIP
326
Intermede Investment Partners
United Kingdom
$228M +$5.93M +37,546 +3%
EWA
327
EP Wealth Advisors
California
$228M +$9.54M +60,380 +5%
SBH
328
Segall Bryant & Hamill
Illinois
$226M -$3M -18,996 -1%
JAFL
329
Jay A. Fishman Ltd
Michigan
$223M +$8.74M +55,313 +5%
EMPI
330
Elo Mutual Pension Insurance
Finland
$221M +$12.4M +78,664 +7%
RPI
331
Railway Pension Investments
United Kingdom
$221M -$8.49M -53,700 -4%
AC
332
Allstate Corporation
Illinois
$220M +$135M +857,348 +226%
SF
333
Synovus Financial
Georgia
$219M +$8.38K +53 +0%
FWCM
334
Ferguson Wellman Capital Management
Oregon
$219M +$1.95M +12,325 +1%
BIM
335
Bridges Investment Management
Nebraska
$219M -$7.62M -48,248 -4%
PA
336
Pinnacle Associates
New York
$219M +$7.33M +46,361 +4%
CW
337
Connectus Wealth
Ohio
$219M +$137M +863,888 +236%
BG
338
Bahl & Gaynor
Ohio
$218M -$3.09M -19,577 -2%
EOJOAM
339
E. Ohman J:or Asset Management
Sweden
$216M -$142K -900 -0.1%
SCM
340
Shelton Capital Management
Colorado
$214M -$12M -75,726 -6%
BB
341
Busey Bank
Illinois
$213M -$4.2M -26,571 -2%
VMPIC
342
Varma Mutual Pension Insurance Co
Finland
$213M -$20.5M -130,000 -10%
MG
343
Markel Group
Virginia
$213M
IAIM
344
Industrial Alliance Investment Management
Quebec, Canada
$211M +$188M +1,190,814 New
MSRPS
345
Maryland State Retirement & Pension System
Maryland
$210M -$2.29M -14,491 -1%
Wealthfront Advisers
346
Wealthfront Advisers
California
$210M +$16.3M +103,278 +10%
MVIP
347
Mar Vista Investment Partners
California
$209M -$45.1M -285,441 -19%
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209M -$33K -209 -0%
Pacer Advisors
349
Pacer Advisors
Pennsylvania
$208M -$1.55M -9,796 -0.8%
RMDI
350
R.M. Davis Inc
Maine
$206M -$1.45M -9,189 -0.8%

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.