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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
PIM
3876
Provident Investment Management
Michigan
$1.31M
WAM
3877
Weinberger Asset Management
California
$1.31M +$1.17M +7,385 New
PIFP
3878
Partners in Financial Planning
Virginia
$1.31M +$9.48K +60 +0.8%
DP
3879
Denver PWM
Colorado
$1.31M +$124K +783 +12%
MSWMA
3880
Market Street Wealth Management Advisors
Indiana
$1.3M -$121K -766 -9%
VC
3881
Veery Capital
Delaware
$1.3M +$4.27K +27 +0.4%
HWA
3882
Heritage Way Advisors
Illinois
$1.3M -$23.1K -146 -2%
HR
3883
Hayden Royal
North Carolina
$1.29M -$51.2K -324 -4%
MFC
3884
Morris Financial Concepts
South Carolina
$1.29M +$1.15M +7,292 New
AWM
3885
Altus Wealth Management
Kentucky
$1.29M +$32.6K +206 +3%
TSA
3886
Tri-Star Advisors
Texas
$1.29M +$948 +6 +0.1%
OA
3887
Operose Advisors
Wisconsin
$1.29M +$1.15M +7,258 New
MFGP
3888
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.29M +$8.38K +53 +0.7%
HCM
3889
Howard Capital Management
Georgia
$1.28M +$187K +1,184 +19%
SWMG
3890
Sanchez Wealth Management Group
Florida
$1.28M +$2.69K +17 +0.2%
Walleye Capital
3891
Walleye Capital
New York
$1.28M +$487K +3,083 +75%
EARNEST Partners
3892
EARNEST Partners
Georgia
$1.27M -$61K -386 -5%
IEFM
3893
IQ EQ Fund Management
Ireland
$1.27M -$3.14M -19,842 -74%
SIC
3894
Schwartz Investment Counsel
Michigan
$1.26M
CFAM
3895
Coury Firm Asset Management
Pennsylvania
$1.26M +$1.17M +7,406 New
KWM
3896
Kanen Wealth Management
Florida
$1.26M
LFG
3897
Lockerman Financial Group
California
$1.26M +$1.12M +7,084 New
RWM
3898
Reston Wealth Management
Virginia
$1.26M +$7.43K +47 +0.7%
AWA
3899
Aletheian Wealth Advisors
Washington
$1.25M +$1.12M +7,068 New
NWMG
3900
National Wealth Management Group
Ohio
$1.25M +$1.12M +7,061 New

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.