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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
WCM
376
Windward Capital Management
California
$181M +$32.6K +206 +0%
SPC
377
Sigma Planning Corp
Michigan
$178M +$2.35M +14,849 +2%
DILIC
378
Dai-ichi Life Insurance Company
Japan
$178M -$10.9M -69,018 -6%
WSFS
379
Wilmington Savings Fund Society
Delaware
$177M -$4.98M -31,482 -3%
MCM
380
Marsico Capital Management
Colorado
$176M +$1.73M +10,916 +1%
HW
381
Hancock Whitney
Mississippi
$175M -$2.24M -14,204 -1%
ADEF
382
Adams Diversified Equity Fund
Maryland
$175M -$9.59M -60,700 -6%
WI
383
Wafra Inc
New York
$174M -$17.7M -111,835 -10%
SW
384
SteelPeak Wealth
California
$174M +$5.94M +37,596 +4%
Kovitz Investment Group Partners
385
Kovitz Investment Group Partners
Illinois
$174M -$13.2M -83,620 -6%
ACP
386
Ashfield Capital Partners
California
$173M -$4.43M -28,063 -3%
CGH
387
Crossmark Global Holdings
Texas
$173M -$6.21M -39,311 -4%
KRS
388
Kentucky Retirement Systems
Kentucky
$172M +$8.8M +55,666 +6%
JWBC
389
John W. Bristol & Co
New York
$172M -$1.81M -11,453 -1%
PP
390
Patten & Patten
Tennessee
$171M -$3.81M -24,099 -2%
PP
391
Palladium Partners
Virginia
$171M -$2.31M -14,642 -2%
IAA
392
Independent Advisor Alliance
North Carolina
$170M +$12.2M +77,205 +9%
WTC
393
WhitTier Trust Company
Nevada
$170M +$3.42M +21,640 +2%
NMERB
394
New Mexico Educational Retirement Board
New Mexico
$169M -$11.4M -72,300 -7%
BFO
395
Biltmore Family Office
North Carolina
$169M -$1.01M -6,381 -0.7%
CT
396
Cambridge Trust
Massachusetts
$167M -$794K -5,024 -0.5%
SIG
397
Stonegate Investment Group
Alabama
$165M +$147M +931,531 New
B
398
Bailard
California
$165M +$543K +3,438 +0.4%
NHAS
399
Novo Holdings A/S
Denmark
$163M -$18.7M -118,525 -11%
WS
400
Wedbush Securities
California
$163M -$772K -4,885 -0.5%

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.