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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
JWM
4076
JFG Wealth Management
Colorado
$778K -$953K -6,029 -58%
LODC
4077
Lanham O'Dell & Company
West Virginia
$771K +$686K +4,341 New
CG
4078
Castellan Group
Kentucky
$768K -$4.58M -28,976 -87%
FW
4079
FirstPurpose Wealth
Utah
$768K +$684K +4,326 New
MWM
4080
McNaughton Wealth Management
California
$767K +$20.1K +127 +3%
AF
4081
AtlasMark Financial
Texas
$766K
MCA
4082
Maryland Capital Advisors
Maryland
$766K +$682K +4,316 New
VST
4083
Van Strum & Towne
California
$764K -$7.9K -50 -1%
GWAM
4084
Guardian Wealth Advisors (Minnesota)
Minnesota
$764K +$158 +1 +0%
HA
4085
HFG Advisors
Ohio
$763K +$679K +4,296 New
CRCM
4086
Corbett Road Capital Management
Virginia
$761K -$68.9K -436 -9%
DSN
4087
D. Scott Neal
Kentucky
$761K +$293K +1,857 +76%
TC
4088
Tacita Capital
Ontario, Canada
$760K
SCM
4089
Shapiro Capital Management
Georgia
$755K -$39.5K -250 -6%
MIM
4090
Meixler Investment Management
Arizona
$750K +$667K +4,222 New
SA
4091
SWM Advisors
Florida
$750K +$673K +4,256 New
HHRDM
4092
H&H Retirement Design & Management
Nevada
$745K -$94.2K -596 -12%
CC
4093
Codex Capital
New York
$743K -$790K -5,000 -54%
RL
4094
Ruffer LLP
United Kingdom
$742K -$113K -714 -15%
FCM
4095
Fairbanks Capital Management
California
$742K +$660K +4,176 New
SOAG
4096
Silver Oak Advisory Group
Oregon
$742K +$660K +4,177 New
MUMSS
4097
Mitsubishi UFJ Morgan Stanley Securities
Japan
$739K -$106M -670,730 -99%
SFMG
4098
Sage Financial Management Group
Virginia
$739K +$658K +4,163 New
BFP
4099
Briaud Financial Planning
Texas
$737K
MAS
4100
Madden Advisory Services
Florida
$737K +$35.2K +223 +6%

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.