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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
AFA
3801
AllGen Financial Advisors
Florida
$1.55M +$135K +852 +11%
ACH
3802
ArrowMark Colorado Holdings
Colorado
$1.55M -$97.2K -615 -7%
RWG
3803
Ratio Wealth Group
Colorado
$1.54M -$101K -640 -7%
PPWM
3804
PFG Private Wealth Management
Florida
$1.54M -$94.2K -596 -6%
CA
3805
Corrado Advisors
New Jersey
$1.54M -$63.7K -403 -4%
ACM
3806
Ashford Capital Management
Delaware
$1.54M -$569K -3,598 -29%
UMC
3807
United Maritime Capital
New York
$1.54M -$213K -1,350 -14%
FSG
3808
Financial Strategies Group
Michigan
$1.53M -$54.7K -346 -4%
KS
3809
Karpas Strategies
Connecticut
$1.53M +$716K +4,530 +110%
TCM
3810
Triumph Capital Management
Colorado
$1.52M +$199K +1,257 +17%
NCP
3811
NexWave Capital Partners
New York
$1.52M +$283K +1,789 +26%
ACM
3812
Armbruster Capital Management
New York
$1.51M -$426K -2,693 -24%
CCA
3813
Conestoga Capital Advisors
Pennsylvania
$1.51M +$47.4K +300 +4%
1CP
3814
17 Capital Partners
Arizona
$1.51M
CANY
3815
Caxton Associates (New York)
New York
$1.5M +$932K +5,900 +232%
ADMI
3816
Albert D. Mason Inc
Massachusetts
$1.5M +$4.9K +31 +0.4%
IF
3817
Insight Folios
North Carolina
$1.49M +$223K +1,411 +20%
RFO
3818
RiverGlades Family Offices
Florida
$1.49M -$24.5K -155 -2%
PIM
3819
Platinum Investment Management
Australia
$1.49M -$697K -4,410 -34%
MECA
3820
Miller Equity Capital Advisors
Texas
$1.49M +$191K +1,210 +17%
EWG
3821
Executive Wealth Group
Washington
$1.47M +$1.58K +10 +0.1%
FTA
3822
Financial & Tax Architects
Missouri
$1.47M +$43.1K +273 +3%
FC
3823
FCA Corp
Texas
$1.47M +$586K +3,709 +81%
SHIM
3824
Stone House Investment Management
Pennsylvania
$1.47M -$36.8K -233 -3%
SCM
3825
Salem Capital Management
Massachusetts
$1.47M

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.