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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
HCM
3826
Hutner Capital Management
Vermont
$1.46M +$171K +1,080 +15%
SA
3827
SRN Advisors
Pennsylvania
$1.46M +$254K +1,606 +24%
FIG
3828
FundX Investment Group
California
$1.46M
FWA
3829
FSC Wealth Advisors
New York
$1.45M +$1.29M +8,146 New
SEM
3830
Strategic Equity Management
Arizona
$1.44M +$91.8K +581 +8%
IAA
3831
Ironsides Asset Advisors
North Carolina
$1.43M -$245K -1,550 -16%
C1AG
3832
Client 1st Advisory Group
Florida
$1.43M +$267K +1,688 +26%
AWM
3833
Apollon Wealth Management
South Carolina
$1.43M -$56.1M -354,785 -98%
DC
3834
Defender Capital
North Carolina
$1.42M +$239K +1,515 +23%
BAM
3835
Bayshore Asset Management
Florida
$1.42M +$1.27M +8,012 New
SC
3836
Schubert & Co
Texas
$1.42M +$1.26M +8,002 New
LI
3837
LVZ Inc
Michigan
$1.42M -$8.38K -53 -0.7%
MF
3838
Meridian Financial
Massachusetts
$1.42M +$1.26M +7,991 New
RG
3839
Retirement Group
California
$1.42M +$242K +1,533 +24%
WRM
3840
Weybosset Research & Management
Rhode Island
$1.42M -$18.6K -118 -1%
VIM
3841
VELA Investment Management
Ohio
$1.41M +$1.26M +7,945 New
AWM
3842
Avondale Wealth Management
Texas
$1.41M -$158K -1,000 -11%
FEM
3843
Fulcrum Equity Management
Texas
$1.41M -$13.9K -88 -1%
PWC
3844
PYA Waltman Capital
Tennessee
$1.4M
MWM
3845
Maltin Wealth Management
New Jersey
$1.4M +$14.7K +93 +1%
RCA
3846
Rex Capital Advisors
Rhode Island
$1.4M
AA
3847
Aufman Associates
Pennsylvania
$1.4M -$2.21K -14 -0.2%
IWP
3848
Innova Wealth Partners
Pennsylvania
$1.4M -$1.58K -10 -0.1%
BSWM
3849
Boston Standard Wealth Management
Massachusetts
$1.4M +$790 +5 +0.1%
SHJ
3850
Sharkey, Howes & Javer
Colorado
$1.4M -$198K -1,255 -14%

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.