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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
WCWM
3501
Wooster Corthell Wealth Management
Connecticut
$2.51M -$7.74K -49 -0.3%
PWA
3502
Peterson Wealth Advisors
Utah
$2.51M +$113K +717 +5%
GWA
3503
Geometric Wealth Advisors
District of Columbia
$2.51M +$2.23M +14,122 New
KW
3504
KWB Wealth
California
$2.5M +$3.32K +21 +0.1%
TWA
3505
Tillar-Wenstrup Advisors
Ohio
$2.5M +$603K +3,814 +37%
TC
3506
TwinBeech Capital
New York
$2.5M +$2.22M +14,074 New
FCM
3507
Fairholme Capital Management
Florida
$2.5M
RPG
3508
Resource Planning Group
Georgia
$2.5M +$192K +1,214 +9%
CAGAS
3509
Capital Advisory Group Advisory Services
Minnesota
$2.49M -$2.08M -13,189 -48%
PWAC
3510
Private Wealth Advisors (California)
California
$2.49M -$1.11M -7,002 -33%
UM
3511
Ulysses Management
New York
$2.49M +$237K +1,500 +12%
KL
3512
KilterHowling LLC
Colorado
$2.48M +$2.21M +13,973 New
BFAG
3513
Blackston Financial Advisory Group
Florida
$2.48M +$2.21M +13,973 New
JIP
3514
JBJ Investment Partners
South Carolina
$2.48M +$12.8K +81 +0.6%
HWMG
3515
Hurlow Wealth Management Group
Indiana
$2.47M -$52.3K -331 -2%
BCP
3516
Berkeley Capital Partners
Georgia
$2.47M +$122K +771 +6%
SPIO
3517
Seven Post Investment Office
California
$2.47M +$791K +5,008 +56%
HIC
3518
Harvey Investment Company
Kentucky
$2.46M
AR
3519
Apeiron RIA
Texas
$2.45M +$2.18M +13,791 New
CCA
3520
Cottonwood Capital Advisors
Utah
$2.45M +$2.18M +13,784 New
GIM
3521
Groesbeck Investment Management
New Jersey
$2.44M
SRC
3522
Stone Run Capital
New York
$2.44M
BBPWM
3523
Blue Bell Private Wealth Management
Pennsylvania
$2.44M +$2.17M +13,716 New
GFP
3524
Guardian Financial Partners
California
$2.43M +$2.16M +13,699 New
SG
3525
Strid Group
Pennsylvania
$2.43M +$8.06K +51 +0.4%

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.