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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
BA
3976
Ballew Advisors
Mississippi
$1.03M -$1.16M -7,315 -55%
WWM
3977
Wiser Wealth Management
Georgia
$1.03M +$129K +818 +16%
HCA
3978
Hyperion Capital Advisors
New York
$1.03M
SW
3979
Simplicity Wealth
New Jersey
$1.03M +$914K +5,781 New
ACA
3980
Aspire Capital Advisors
Washington
$1.03M +$913K +5,775 New
JRFS
3981
James Reed Financial Services
Ohio
$1.02M +$909K +5,749 New
FWM
3982
FFT Wealth Management
Pennsylvania
$1.02M +$907K +5,740 New
MDSL
3983
M.D. Sass LLC
New York
$1.02M +$907K +5,740 New
TDWM
3984
Topel & Distasi Wealth Management
California
$1.01M +$900K +5,695 New
KTA
3985
Keeley-Teton Advisors
Illinois
$1.01M
IFO
3986
Independent Family Office
New York
$1.01M +$115K +730 +15%
GPA
3987
Guidance Point Advisors
Massachusetts
$1M +$632 +4 +0.1%
CCM
3988
Cullen Capital Management
New York
$1M
MAG
3989
Mokosak Advisory Group
Iowa
$1M +$16.9K +107 +2%
TCFP
3990
Treasure Coast Financial Planning
Florida
$1M +$891K +5,636 New
EL
3991
Envoi LLC
Minnesota
$1M
PFA
3992
Peak Financial Advisors
Colorado
$1M -$7.11K -45 -0.8%
EF
3993
Empowered Funds
Pennsylvania
$995K +$562K +3,555 +173%
KFSC
3994
Keystone Financial Services (Colorado)
Colorado
$994K +$885K +5,600 New
GWMI
3995
Guardian Wealth Management (Illinois)
Illinois
$989K +$880K +5,568 New
LWA
3996
LWS Wealth Advisors
New Jersey
$988K +$221K +1,397 +34%
HWM
3997
HighMark Wealth Management
Minnesota
$986K -$17.9K -113 -2%
EAM
3998
Empirical Asset Management
Massachusetts
$981K +$873K +5,525 New
HFW
3999
Horizon Family Wealth
Illinois
$980K +$872K +5,519 New
MWM
4000
Maripau Wealth Management
Indiana
$979K +$899K +5,688 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.