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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
TB
3776
Treynor Bancshares
Iowa
$1.6M +$1.43M +9,022 New
LSC
3777
Lyon Street Capital
California
$1.6M +$1.42M +9,000 New
VIM
3778
Vista Investment Management
Pennsylvania
$1.59M -$50.7K -321 -3%
OLA
3779
Oliver Luxxe Assets
New Jersey
$1.59M +$7.74K +49 +0.6%
MWC
3780
MKD Wealth Coaches
Michigan
$1.59M +$258K +1,632 +22%
PA
3781
Probity Advisors
Texas
$1.59M -$423K -2,679 -23%
BWM
3782
Biltmore Wealth Management
Arizona
$1.59M +$35.4K +224 +3%
CMA
3783
Cedar Mountain Advisors
Oregon
$1.59M +$948 +6 +0.1%
DCM
3784
Davidson Capital Management
Texas
$1.59M +$44.6K +282 +3%
FC
3785
Family CFO
California
$1.59M +$1.41M +8,932 New
AAIM
3786
Asset Advisors Investment Management
Georgia
$1.58M -$37.9K -240 -3%
FPF
3787
First Pacific Financial
Washington
$1.58M -$17.7K -112 -1%
BMCM
3788
Burns Matteson Capital Management
New York
$1.58M +$127K +802 +10%
AAM
3789
American Asset Management
Florida
$1.57M -$1.11K -7 -0.1%
RAM
3790
Rempart Asset Management
Canada
$1.57M +$1.4M +8,840 New
CWM
3791
CarsonAllaria Wealth Management
Illinois
$1.57M +$1.4M +8,832 New
FIBT
3792
First International Bank & Trust
North Dakota
$1.57M +$1.39M +8,827 New
JTWM
3793
Jackson Thornton Wealth Management
Alabama
$1.57M +$1.39M +8,820 New
BFG
3794
Baron Financial Group
New Jersey
$1.57M -$3.16K -20 -0.2%
SC
3795
Sonen Capital
California
$1.56M +$1.39M +8,807 New
SCA
3796
Sippican Capital Advisors
Massachusetts
$1.56M -$18.2K -115 -1%
AWA
3797
Alaska Wealth Advisors
Alaska
$1.56M +$111K +702 +9%
LAM
3798
LifePro Asset Management
California
$1.55M +$30K +190 +2%
MWC
3799
MBM Wealth Consultants
Missouri
$1.55M -$1.74K -11 -0.1%
ACA
3800
Ascension Capital Advisors
Texas
$1.55M -$2.85K -18 -0.2%

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.