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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
HIS
3476
Harvest Investment Services
Illinois
$2.6M -$556K -3,517 -19%
LFA
3477
Level Financial Advisors
New York
$2.6M +$2.31M +14,647 New
SWP
3478
Summit Wealth Partners
Florida
$2.6M +$76.3K +483 +3%
HS
3479
Horan Securities
United States
$2.6M +$2.31M +14,645 New
WAOI
3480
Wealth Advisors of Iowa
Iowa
$2.6M -$109K -691 -5%
MRWM
3481
ML&R Wealth Management
Texas
$2.6M +$2.31M +14,625 New
RCI
3482
RS Crum Inc
California
$2.59M +$2.3M +14,581 New
SEA
3483
Stegent Equity Advisors
Texas
$2.59M +$2.3M +14,558 New
HEIP
3484
Hudson Edge Investment Partners
New Jersey
$2.59M -$300K -1,900 -12%
FWM
3485
FSA Wealth Management
Massachusetts
$2.58M -$5.06K -32 -0.2%
CWA
3486
Clearview Wealth Advisors
Oregon
$2.58M -$85.7K -542 -4%
CWM
3487
Chicago Wealth Management
Illinois
$2.57M +$2.21K +14 +0.1%
SFM
3488
Systematic Financial Management
New Jersey
$2.57M
ODIJL
3489
One Day In July LLC
Vermont
$2.57M +$424K +2,682 +23%
BPFA
3490
Barnes Pettey Financial Advisors
Mississippi
$2.57M +$2.29M +14,466 New
TDC
3491
Thompson Davis & Co
Virginia
$2.57M +$2.28M +14,456 New
FWM
3492
Fortress Wealth Management
California
$2.56M +$2.28M +14,413 New
SHWM
3493
Smith & Howard Wealth Management
Georgia
$2.56M -$469K -2,968 -17%
FFA
3494
Freedman Financial Associates
Massachusetts
$2.56M
AAM
3495
Arabesque Asset Management
United Kingdom
$2.55M +$2.27M +14,385 New
PM
3496
Penbrook Management
New York
$2.54M -$5.53K -35 -0.2%
GAM
3497
Garrison Asset Management
Arkansas
$2.52M -$8.22K -52 -0.4%
AWA
3498
Alta Wealth Advisors
Massachusetts
$2.52M +$15.5K +98 +0.7%
NS
3499
Newman & Schimel
Illinois
$2.52M -$458K -2,900 -17%
VCS
3500
Vaughan & Co Securities
New Jersey
$2.52M -$27.8K -176 -1%

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.