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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
PP
3701
Prosperity Planning
Missouri
$1.8M
I2I
3702
Insight 2811 Inc
Illinois
$1.8M +$507K +3,206 +46%
HIG
3703
Heritage Investment Group
Florida
$1.8M +$1.6M +10,151 New
BC
3704
BIT Capital
Germany
$1.8M -$2.25M -14,261 -58%
GG
3705
GenWealth Group
New Jersey
$1.8M +$46.3K +293 +3%
HIM
3706
Hanlon Investment Management
New Jersey
$1.8M +$10.4K +66 +0.7%
SPWG
3707
Sage Private Wealth Group
Illinois
$1.79M +$2.53K +16 +0.2%
DWM
3708
Dopkins Wealth Management
New York
$1.79M +$1.6M +10,107 New
CAM
3709
CenterStar Asset Management
Illinois
$1.79M
EPP
3710
ETF Portfolio Partners
Kansas
$1.79M
QFA
3711
Quattro Financial Advisors
Texas
$1.78M -$2.17M -13,754 -58%
SFPG
3712
Stonebridge Financial Planning Group
Florida
$1.78M -$15.8K -100 -0.9%
GCC
3713
Game Creek Capital
Massachusetts
$1.78M -$178K -1,125 -10%
HCM
3714
Helios Capital Management
Singapore
$1.78M +$1.58M +10,000 New
LFCM
3715
Long Focus Capital Management
Puerto Rico
$1.78M +$1.58M +10,000 New
LFA
3716
Lauterbach Financial Advisors
Texas
$1.77M +$1.58M +9,991 New
WEPOG
3717
Wealth Enhancement & Preservation of GA
Georgia
$1.77M +$14.4K +91 +0.9%
GA
3718
Greytown Advisors
Florida
$1.77M +$41.6K +263 +3%
CCM
3719
Chiron Capital Management
Florida
$1.77M -$15.8K -100 -1%
VLKIM
3720
Van Lanschot Kempen Investment Management
Netherlands
$1.77M -$329K -2,079 -17%
CFA
3721
Camarda Financial Advisors
Florida
$1.76M +$767K +4,853 +96%
TWM
3722
Trevian Wealth Management
Massachusetts
$1.76M +$1.57M +9,921 New
OGF
3723
Orin Green Financial
California
$1.76M -$1.44M -9,131 -47%
SAM
3724
Stone Asset Management
Texas
$1.76M +$1.57M +9,914 New
HCA
3725
Heck Capital Advisors
Wisconsin
$1.75M -$112K -708 -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.