We are live on ! Find out more

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
T
4051
TRUADVICE
Florida
$846K -$4.27K -27 -0.6%
WSWA
4052
Warren Street Wealth Advisors
California
$845K +$752K +4,759 New
SSC
4053
Syverson Strege & Co
Iowa
$839K +$18.5K +117 +3%
AC
4054
ASB Consultores
Florida
$839K +$747K +4,724 New
IWP
4055
IAG Wealth Partners
Wisconsin
$838K -$8.38K -53 -1%
MAWAG
4056
Mid-American Wealth Advisory Group
Missouri
$838K +$746K +4,720 New
AC
4057
Avant Capital
Louisiana
$837K +$745K +4,716 New
BA
4058
Bridgewater Associates
Connecticut
$835K -$11.5M -72,897 -94%
AR
4059
Advisory Research
Illinois
$833K +$5.85K +37 +0.8%
CIM
4060
Contravisory Investment Management
Massachusetts
$831K +$65.6K +415 +10%
SC
4061
Schoolcraft Capital
Colorado
$829K -$22.3K -141 -3%
AMR
4062
Asset Management Resources
Massachusetts
$825K +$734K +4,644 New
BWL
4063
Beacon Wealthcare LLC
North Carolina
$823K -$95.9K -607 -12%
ACM
4064
Argyle Capital Management
Pennsylvania
$823K
FFIC
4065
First Fiduciary Investment Counsel
Ohio
$822K -$162K -1,025 -18%
AWA
4066
Aquire Wealth Advisors
Utah
$822K +$731K +4,627 New
BC
4067
Barnett & Company
Tennessee
$818K -$8.85K -56 -1%
HF
4068
Halpern Financial
Virginia
$817K +$509K +3,218 +233%
TT
4069
TI-Trust
Illinois
$817K +$727K +4,601 New
NW
4070
Naviter Wealth
Arkansas
$815K +$726K +4,591 New
HKIMG
4071
Hutchens & Kramer Investment Management Group
Indiana
$811K +$760K +4,806 New
KFP
4072
KB Financial Partners
New Jersey
$808K -$4.58K -29 -0.6%
CWA
4073
Cornerstone Wealth Advisors
Minnesota
$803K +$89.4K +566 +14%
LPWM
4074
Lake Point Wealth Management
Texas
$787K +$105K +665 +18%
ARS
4075
Adirondack Retirement Specialists
New York
$783K

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.