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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
TWP
3526
Tower Wealth Partners
Pennsylvania
$2.43M -$92.5K -585 -4%
SCM
3527
Stonehearth Capital Management
Massachusetts
$2.42M -$489K -3,097 -19%
WCFA
3528
Walkner Condon Financial Advisors
Wisconsin
$2.42M -$5.84M -36,983 -73%
WFPG
3529
Waller Financial Planning Group
Ohio
$2.41M -$47.3K -299 -2%
AW
3530
Avion Wealth
Texas
$2.41M -$81.7K -517 -4%
TIA
3531
Tandem Investment Advisors
South Carolina
$2.41M +$118K +748 +6%
BW
3532
Basepoint Wealth
Iowa
$2.4M +$2.14M +13,535 New
TCMP
3533
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.4M -$543K -3,434 -20%
HKAM
3534
Horizon Kinetics Asset Management
New York
$2.4M -$11.1K -70 -0.5%
AWM
3535
AAF Wealth Management
Massachusetts
$2.39M +$101K +637 +5%
UCI
3536
Uncommon Cents Investing
Wisconsin
$2.39M +$13.6K +86 +0.6%
OR
3537
Olympiad Research
Connecticut
$2.39M +$559K +3,534 +36%
PWS
3538
Precision Wealth Strategies
Missouri
$2.39M +$134K +846 +7%
CWM
3539
Cedar Wealth Management
California
$2.39M -$169K -1,072 -7%
HPM
3540
Hudson Portfolio Management
New York
$2.39M -$54.7K -346 -3%
DWA
3541
Dougherty Wealth Advisers
Minnesota
$2.38M +$1.26K +8 +0.1%
WCBA
3542
Weaver C. Barksdale & Associates
Tennessee
$2.38M +$2.12M +13,417 New
IIA
3543
Integral Investment Advisors
California
$2.38M +$2.12M +13,409 New
PIM
3544
Profit Investment Management
Maryland
$2.38M +$181K +1,144 +9%
PFG
3545
Pinnacle Financial Group
Illinois
$2.38M +$2.12M +13,385 New
BFA
3546
Buttonwood Financial Advisors
Maryland
$2.37M +$2.11M +13,366 New
CC
3547
Claybrook Capital
Massachusetts
$2.37M +$8.53K +54 +0.4%
NC
3548
Noked Capital
Israel
$2.36M +$2.1M +13,300 New
NI
3549
Noked Israel
Israel
$2.36M +$2.1M +13,300 New
RIA
3550
Richwood Investment Advisors
Ohio
$2.36M +$2.1M +13,280 New

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.