We are live on ! Find out more

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
EFIC
3751
Eliot Finkel Investment Counsel
California
$1.68M
AFS
3752
AFG Fiduciary Services
Massachusetts
$1.67M +$1.49M +9,426 New
QT
3753
Quantamental Technologies
New York
$1.67M +$477K +3,020 +47%
GC
3754
Gibson Capital
Pennsylvania
$1.67M -$316 -2 -0%
PCI
3755
Pacifica Capital Investments
Texas
$1.67M
WI
3756
Wedgewood Investors
Pennsylvania
$1.67M +$73.5K +465 +5%
ETIA
3757
Epic Trust Investment Advisors
Washington
$1.67M +$1.49M +9,401 New
BDFN
3758
Bond & Devick Financial Network
Minnesota
$1.67M -$17.4K -110 -1%
GC
3759
Gruss & Co
Florida
$1.66M -$14.2K -90 -1%
HCM
3760
Horrell Capital Management
Arkansas
$1.66M
OFG
3761
Omega Financial Group
California
$1.65M +$55.3K +350 +4%
RWG
3762
Regal Wealth Group
California
$1.65M -$94.2K -596 -6%
SC
3763
SRB Corp
Massachusetts
$1.64M -$328K -2,077 -18%
FA
3764
Fortis Advisors
Pennsylvania
$1.64M -$41.1K -260 -3%
ITFISA
3765
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.64M -$538K -3,404 -27%
CISOA
3766
Capital Investment Services of America
Wisconsin
$1.64M -$65.4K -414 -4%
SFG
3767
Steward Financial Group
Texas
$1.64M +$1.46M +9,221 New
CCP
3768
Carmel Capital Partners
California
$1.64M +$1.46M +9,216 New
MAM
3769
Marotta Asset Management
Virginia
$1.63M -$120K -759 -8%
JGCM
3770
Joseph Group Capital Management
Ohio
$1.63M +$1.45M +9,187 New
PA
3771
Paragon Advisors
Texas
$1.62M +$20.1K +127 +1%
ADIM
3772
Alpha DNA Investment Management
Maryland
$1.61M -$2.02M -12,785 -58%
DWM
3773
Drive Wealth Management
Utah
$1.61M +$1.43M +9,049 New
HFP
3774
Holistic Financial Partners
Indiana
$1.6M -$19.9K -126 -1%
HG
3775
Harbor Group
New Hampshire
$1.6M -$101K -639 -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.