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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
KIC
3901
Keating Investment Counselors
Florida
$1.25M -$8.69K -55 -0.8%
RA
3902
Riversedge Advisors
Delaware
$1.24M -$192K -1,218 -15%
NF
3903
Norwood Financial
Pennsylvania
$1.24M +$1.1M +6,960 New
DGI
3904
Disciplined Growth Investors
Minnesota
$1.23M +$598K +3,787 +120%
CMP
3905
Courage Miller Partners
Virginia
$1.23M +$1.74K +11 +0.2%
BPGAM
3906
BTG Pactual Global Asset Management
Bermuda
$1.23M +$950K +6,010 +674%
KOMWMG
3907
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.23M +$336K +2,123 +44%
NLG
3908
New Legacy Group
New York
$1.23M +$1.09M +6,900 New
SCA
3909
Sassicaia Capital Advisers
New York
$1.23M +$1.09M +6,900 New
FWM
3910
ForthRight Wealth Management
Georgia
$1.22M -$57.7K -365 -5%
MFS
3911
McNamara Financial Services
Massachusetts
$1.22M -$4.74K -30 -0.4%
MIAS
3912
Mason Investment Advisory Services
Virginia
$1.21M +$184K +1,166 +21%
FPIS
3913
Financial Planning & Information Services
Wisconsin
$1.21M +$10.6K +67 +1%
LSC
3914
Lesa Sroufe & Co
Washington
$1.21M +$158 +1 +0%
5SA
3915
5th Street Advisors
Connecticut
$1.21M +$1.07M +6,787 New
RK
3916
Rather & Kittrell
Tennessee
$1.2M +$1.07M +6,758 New
SFA
3917
Seneca Financial Advisors
New York
$1.2M +$178K +1,126 +20%
HWA
3918
Heartwood Wealth Advisors
Virginia
$1.2M +$790 +5 +0.1%
GCWM
3919
Graham Capital Wealth Management
District of Columbia
$1.19M +$1.06M +6,717 New
AFWM
3920
AMJ Financial Wealth Management
Virginia
$1.18M -$443K -2,802 -30%
CAAM
3921
Cornerstone Advisors Asset Management
Pennsylvania
$1.18M +$1.05M +6,626 New
IWP
3922
Insight Wealth Partners
Texas
$1.18M +$365K +2,311 +54%
GWM
3923
Greenhouse Wealth Management
Connecticut
$1.17M -$2.03M -12,871 -66%
PWM
3924
Prentice Wealth Management
New York
$1.16M -$269K -1,704 -21%
UWM
3925
USAdvisors Wealth Management
Minnesota
$1.16M +$36.3K +230 +4%

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.