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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
CAM
3726
Concorde Asset Management
Michigan
$1.75M -$455K -2,879 -23%
BA
3727
Bennicas & Associates
California
$1.75M -$1.9K -12 -0.1%
CCM
3728
Cohen Capital Management
California
$1.75M
WA
3729
Wealthstar Advisors
Texas
$1.74M -$23.5K -149 -1%
FCC
3730
Flower City Capital
New York
$1.74M +$1.54M +9,775 New
VFPI
3731
Vantage Financial Partners (Illinois)
Illinois
$1.73M -$395K -2,500 -20%
APS
3732
American Planning Services
Florida
$1.73M +$1.54M +9,766 New
AWM
3733
Adams Wealth Management
Utah
$1.73M -$373K -2,362 -19%
WIP
3734
WealthCare Investment Partners
Rhode Island
$1.73M +$1.54M +9,748 New
FTUS
3735
Flow Traders U.S.
New York
$1.73M +$1.54M +9,736 New
PGWM
3736
Pitti Group Wealth Management
New York
$1.73M +$1.54M +9,737 New
AFS
3737
Access Financial Services
Minnesota
$1.72M +$37.1K +235 +2%
NCMW
3738
Northern Capital Management (Washington)
Washington
$1.71M +$8.06K +51 +0.5%
DCM
3739
Driehaus Capital Management
Illinois
$1.71M -$32.7K -207 -2%
BWM
3740
BlackDiamond Wealth Management
New York
$1.71M +$1.52M +9,649 New
AFG
3741
Affinia Financial Group
Massachusetts
$1.71M -$7.11K -45 -0.4%
FS
3742
Ferguson Shapiro
Georgia
$1.71M -$26.6K -168 -2%
DI
3743
Disciplined Investments
Oklahoma
$1.71M +$48.2K +305 +3%
BWA
3744
Beam Wealth Advisors
Louisiana
$1.7M -$3.38M -21,398 -69%
WCM
3745
Wealthcare Capital Management
Virginia
$1.69M -$137K -864 -8%
OFP
3746
OLIO Financial Planning
Virginia
$1.69M +$1.51M +9,526 New
WB
3747
West Bancorporation
Iowa
$1.69M +$1.5M +9,508 New
Aristotle Capital Management
3748
Aristotle Capital Management
California
$1.68M +$233K +1,477 +18%
AI
3749
Atom Investors
Texas
$1.68M +$1.01M +6,400 +209%
MBFW
3750
Morton Brown Family Wealth
Pennsylvania
$1.68M +$1.49M +9,453 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.