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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
KWP
3951
Keystone Wealth Partners
Arizona
$1.09M +$192K +1,215 +25%
CIS
3952
Continental Investors Services
Washington
$1.09M +$989K +6,260 New
OAM
3953
Oberweis Asset Management
Illinois
$1.09M -$207K -1,309 -18%
BAMG
3954
Brand Asset Management Group
Missouri
$1.09M -$142K -897 -13%
HIF
3955
Hill Island Financial
Michigan
$1.09M +$970K +6,138 New
LG
3956
Lane Generational
Massachusetts
$1.09M +$968K +6,126 New
NPPM
3957
North Point Portfolio Managers
Ohio
$1.08M +$56.9K +360 +6%
HAS
3958
Holland Advisory Services
Florida
$1.07M +$956K +6,048 New
PC
3959
Periscope Capital
Ontario, Canada
$1.07M +$951K +6,018 New
JW
3960
Jenkins Wealth
Colorado
$1.06M +$996K +6,304 New
SL
3961
Savior LLC
Massachusetts
$1.06M -$192K -1,218 -17%
KA
3962
Keene & Associates
Texas
$1.06M +$945K +5,981 New
CM
3963
Capital Management
Virginia
$1.06M +$71.1K +450 +8%
SAM
3964
Simplify Asset Management
Nevada
$1.06M +$438K +2,773 +87%
BFA
3965
BMS Financial Advisors
South Dakota
$1.06M +$940K +5,950 New
TWM
3966
Trinity Wealth Management
Pennsylvania
$1.06M +$16.4K +104 +2%
SA
3967
SRH Advisors
Kansas
$1.05M +$55.3K +350 +6%
CCA
3968
Covey Capital Advisors
Georgia
$1.05M
MW
3969
Milestone Wealth
New York
$1.05M +$931K +5,888 New
RTL
3970
Red Tortoise LLC
Georgia
$1.04M +$62.9K +398 +7%
FF
3971
Financial Futures
New Jersey
$1.04M +$928K +5,874 New
IPW
3972
Intergy Private Wealth
Colorado
$1.04M +$925K +5,852 New
IPW
3973
IronBridge Private Wealth
Texas
$1.04M +$161K +1,021 +21%
MA
3974
MAS Advisors
Florida
$1.04M +$919K +5,818 New
EC
3975
Enhancing Capital
Pennsylvania
$1.03M +$921K +5,827 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.