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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
HPCM
3851
Hunter Perkins Capital Management
Illinois
$1.39M -$15.8K -100 -1%
BTIM
3852
BancFirst Trust & Investment Management
Oklahoma
$1.39M +$1.24M +7,837 New
ACK
3853
Andrew C. Karlinski
$1.39M +$1.24M +7,828 New
OPWM
3854
Oakwell Private Wealth Management
Texas
$1.38M +$97.2K +615 +9%
P
3855
Pariax
California
$1.38M +$1.23M +7,766 New
SPI
3856
Santori & Peters Inc
Pennsylvania
$1.38M +$158 +1 +0%
AA
3857
ACT Advisors
North Carolina
$1.38M +$71.4K +452 +6%
TWM
3858
Tolleson Wealth Management
Texas
$1.36M
PPWP
3859
Proquility Private Wealth Partners
Nevada
$1.36M -$253K -1,603 -17%
PIC
3860
Portland Investment Counsel
Ontario, Canada
$1.36M
SWM
3861
Shakespeare Wealth Management
Wisconsin
$1.36M -$19.1K -121 -2%
EGWAG
3862
Elwood & Goetz Wealth Advisory Group
Georgia
$1.35M
LFDLE
3863
La Financiere de L'Echiquier
France
$1.35M +$243K +1,535 +25%
RHJA
3864
Rice Hall James & Associates
California
$1.34M
AC
3865
AWM Capital
Arizona
$1.34M +$1.9K +12 +0.2%
EBWM
3866
Eagle Bluffs Wealth Management
Missouri
$1.34M +$1.19M +7,544 New
KNFPWM
3867
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.34M +$1.19M +7,541 New
FP
3868
Foundry Partners
Minnesota
$1.33M -$64.6K -409 -5%
QTM
3869
qPULA Trading Management
New York
$1.33M +$1.19M +7,520 New
NCM
3870
NCM Capital Management
New Jersey
$1.33M +$1.19M +7,514 New
AA
3871
Axiom Advisory
California
$1.32M +$1.18M +7,466 New
TP
3872
Truvvo Partners
New York
$1.32M -$605K -3,828 -34%
EE
3873
EWG Elevate
California
$1.32M -$42.7K -270 -4%
NRA
3874
NSI Retail Advisors
Pennsylvania
$1.32M
SW
3875
Signify Wealth
Missouri
$1.31M

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.