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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
PBC
3651
Pavion Blue Capital
California
$1.98M -$52.9K -335 -3%
HSWM
3652
Hubbell Strickland Wealth Management
Louisiana
$1.98M -$56.4K -357 -3%
SIA
3653
Sage Investment Advisers
New York
$1.98M +$1.76M +11,132 New
3F
3654
360 Financial
Minnesota
$1.97M +$134K +850 +8%
WMC
3655
Westwood Management Corporation
Illinois
$1.97M
LRIA
3656
Leonard Rickey Investment Advisors
Washington
$1.96M +$12.2K +77 +0.7%
DP
3657
Divergent Planning
Maryland
$1.96M -$3.63K -23 -0.2%
VFIC
3658
Valley Forge Investment Consultants
Pennsylvania
$1.95M -$159K -1,005 -8%
FP
3659
Fiduciary Planning
Florida
$1.93M -$3.07M -19,453 -64%
UWPG
3660
Ullmann Wealth Partners Group
Florida
$1.93M +$69.7K +441 +4%
FFWM
3661
Future Financial Wealth Management
Ohio
$1.93M -$131K -829 -7%
WIM
3662
Warwick Investment Management
Texas
$1.93M +$1.71M +10,850 New
RWMH
3663
Riverpoint Wealth Management Holdings
Illinois
$1.92M -$339K -2,146 -17%
GAA
3664
Green Alpha Advisors
Colorado
$1.91M +$19.3K +122 +1%
G
3665
Gainplan
Michigan
$1.91M -$101K -639 -6%
RBC
3666
Roble Belko & Company
Pennsylvania
$1.91M
ARIS
3667
Advanced Research Investment Solutions
California
$1.91M +$44.4K +281 +3%
GWI
3668
Grace & White Inc
New York
$1.9M -$94.8K -600 -5%
DFA
3669
DHJJ Financial Advisors
Illinois
$1.9M +$32.2K +204 +2%
Cohen & Steers
3670
Cohen & Steers
New York
$1.9M +$159K +1,009 +10%
SWM
3671
Shelton Wealth Management
Texas
$1.89M +$1.68M +10,632 New
LIM
3672
Lathrop Investment Management
Arkansas
$1.88M -$74.6K -472 -4%
CP
3673
Coho Partners
Pennsylvania
$1.88M -$58.2K -368 -3%
KL
3674
KWMG LLC
Kansas
$1.88M +$22.4K +142 +1%
MFT
3675
Moisand Fitzgerald Tamayo
Florida
$1.88M +$106K +668 +7%

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.