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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
MMM
4001
Mendel Money Management
Illinois
$974K -$11.1K -70 -1%
LCG
4002
Luxor Capital Group
New York
$973K +$866K +5,482 New
APC
4003
Asset Planning Corporation
Tennessee
$969K +$11.1K +70 +1%
FVCM
4004
F&V Capital Management
Florida
$959K -$66.4K -420 -7%
HFAS
4005
Hummer Financial Advisory Services
Illinois
$953K
T
4006
TOBAM
France
$951K -$55.3K -350 -6%
WF
4007
Warner Financial
Maryland
$950K +$845K +5,349 New
JC
4008
Jentner Corp
Ohio
$949K -$12.3K -78 -1%
PWA
4009
Pillar Wealth Advisors
Pennsylvania
$945K +$841K +5,322 New
TF
4010
Theory Financial
Colorado
$942K +$838K +5,303 New
AFO
4011
Allie Family Office
Florida
$941K +$838K +5,300 New
ACP
4012
Arcus Capital Partners
Georgia
$938K -$372K -2,351 -31%
RCG
4013
Resource Consulting Group
Florida
$936K +$833K +5,272 New
CSIA
4014
Charles Schwab Investment Advisory
California
$934K -$15.3K -97 -2%
MC
4015
Merlin Capital
Rhode Island
$934K +$831K +5,259 New
LWA
4016
Lowe Wealth Advisors
Maryland
$933K +$46.6K +295 +6%
CWM
4017
Cranbrook Wealth Management
Michigan
$930K +$29.2K +185 +4%
PA
4018
Prism Advisors
California
$925K -$123K -779 -13%
PAMP
4019
Polar Asset Management Partners
Ontario, Canada
$922K +$820K +5,191 New
AWA
4020
ARQ Wealth Advisors
Arizona
$921K +$6.32K +40 +0.8%
RVPG
4021
Relative Value Partners Group
$919K
TAIM
4022
TD Ameritrade Investment Management
Nebraska
$916K +$283K +1,792 +53%
RP
4023
Riverwater Partners
Wisconsin
$912K +$812K +5,135 New
PRC
4024
Pearl River Capital
Michigan
$910K +$809K +5,122 New
NCG
4025
Newport Capital Group
New Jersey
$907K -$79K -500 -9%

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.