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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
DWMG
3551
DB Wealth Management Group
California
$2.35M
HIM
3552
Hillsdale Investment Management
Ontario, Canada
$2.34M -$102K -647 -5%
SWM
3553
SFG Wealth Management
Maryland
$2.33M +$2.08M +13,148 New
AFS
3554
Axiom Financial Strategies
Indiana
$2.33M +$124K +785 +6%
MHR
3555
Matthew Hamilton Rosenberg
$2.33M -$97.7K -618 -5%
PS
3556
Portfolio Strategies
New York
$2.32M -$257K -1,627 -11%
RC
3557
Rovin Capital
Arizona
$2.31M -$19.9K -126 -1%
PWM
3558
Peterson Wealth Management
Nevada
$2.31M +$77.9K +493 +4%
MW
3559
Marks Wealth
Maryland
$2.3M -$52.2K -330 -2%
AGA
3560
Arkos Global Advisors
Texas
$2.3M -$30.3K -192 -1%
EMFAT
3561
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.3M -$44.3K -280 -2%
WFC
3562
Western Financial Corp
California
$2.3M +$31.9K +202 +2%
CAM
3563
Cubic Asset Management
Massachusetts
$2.3M
LA
3564
Lakeside Advisors
Washington
$2.29M +$2.04M +12,901 New
CIA
3565
Caerus Investment Advisors
Texas
$2.29M +$2.04M +12,895 New
AA
3566
AlphaMark Advisors
Kentucky
$2.28M +$12K +76 +0.6%
BCM
3567
Barden Capital Management
Texas
$2.28M +$2.03M +12,860 New
AIM
3568
AMI Investment Management
Indiana
$2.28M +$8.38K +53 +0.4%
HFG
3569
Heron Financial Group
New York
$2.27M -$18.2K -115 -0.9%
SL
3570
Stevard LLC
Illinois
$2.27M +$282K +1,782 +16%
TAM
3571
Tealwood Asset Management
Minnesota
$2.27M -$406K -2,569 -17%
LSA
3572
Lion Street Advisors
Texas
$2.27M -$15.8K -100 -0.8%
BWG
3573
Beta Wealth Group
California
$2.26M
DLG
3574
Daniel L. Goodwin
$2.26M -$28.4K -180 -1%
CIR
3575
Clear Investment Research
Georgia
$2.26M +$632 +4 +0%

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.