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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
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$205M +$4.92M +31,114 +3%
SWM
352
Spire Wealth Management
Virginia
$205M +$23.8M +150,784 +15%
BTCPP
353
Border to Coast Pensions Partnership
United Kingdom
$204M
PA
354
Profund Advisors
Maryland
$203M -$16.3M -103,137 -8%
KIA
355
KCM Investment Advisors
California
$202M +$558K +3,528 +0.3%
SBIA
356
Sheaff Brock Investment Advisors
Indiana
$201M +$4.11M +25,987 +2%
CTB
357
Country Trust Bank
Illinois
$199M -$13.5M -85,254 -7%
CA
358
Cetera Advisors
Colorado
$198M -$20.3M -128,566 -10%
IC
359
IEQ Capital
California
$198M +$9.71M +61,459 +6%
TAM
360
Tocqueville Asset Management
New York
$197M -$3.49M -22,106 -2%
GF
361
Gabelli Funds
New York
$197M -$6.23M -39,400 -3%
EAM
362
Erste Asset Management
Austria
$196M +$1.01M +6,417 +0.6%
WorldQuant Millennium Advisors
363
WorldQuant Millennium Advisors
New York
$195M -$22.8M -144,440 -12%
QP
364
Quilter Plc
United Kingdom
$195M -$63.2M -400,128 -27%
ZIM
365
Zacks Investment Management
Illinois
$195M +$9.54M +60,339 +6%
SSG
366
Summit Securities Group
New York
$192M +$170M +1,076,943 +23,726%
TAM
367
Trillium Asset Management
Massachusetts
$192M +$1.87M +11,825 +1%
SIC
368
Salem Investment Counselors
North Carolina
$192M +$119K +753 +0.1%
CI
369
Clal Insurance
Israel
$191M +$37.9M +239,774 +29%
PSUF
370
People's United Financial
Connecticut
$191M -$31.3M -197,785 -16%
CLOS
371
Compagnie Lombard Odier SCmA
Switzerland
$189M -$2.95M -18,639 -2%
BPA
372
Beacon Pointe Advisors
California
$186M -$16.7M -105,957 -9%
SWP
373
Stratos Wealth Partners
Ohio
$186M +$3.05M +19,300 +2%
ACM
374
Argent Capital Management
Missouri
$182M -$1.22M -7,730 -0.7%
WB
375
WesBanco Bank
West Virginia
$182M -$2.4M -15,172 -1%

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.