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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
KA
4101
Kearns & Associates
California
$737K +$656K +4,148 New
TPWM
4102
Twelve Points Wealth Management
Massachusetts
$728K +$648K +4,102 New
HPA
4103
High Probability Advisors
New York
$725K +$9.48K +60 +1%
JFS
4104
JD Financial Services
Pennsylvania
$716K -$31.4K -199 -5%
LOAMU
4105
Lombard Odier Asset Management (USA)
New York
$715K +$201K +1,275 +46%
NI
4106
NFC Investments
Tennessee
$713K
EA
4107
Evergreen Advisors
Tennessee
$711K +$474 +3 +0.1%
BAM
4108
Boyar Asset Management
New York
$710K
CI
4109
CAZ Investments
Texas
$710K
EPAM
4110
Euro Pacific Asset Management
Puerto Rico
$710K
AMIM
4111
Aull & Monroe Investment Management
Alabama
$710K +$15.8K +100 +3%
AAMC
4112
Asset Allocation & Management Company
Illinois
$710K +$632K +4,000 New
SCH
4113
Springs Capital (HK)
Hong Kong
$710K +$632K +4,000 New
AOG
4114
Alpha Omega Group
Virginia
$705K +$55.8K +353 +10%
WG
4115
Watchman Group
Texas
$704K -$48.5K -307 -7%
PWP
4116
Personal Wealth Partners
Minnesota
$704K +$17.4K +110 +3%
CW
4117
Cook Wealth
North Carolina
$702K +$644K +4,073 New
SCA
4118
Scott Capital Advisors
Oregon
$695K +$618K +3,913 New
CWA
4119
Carolina Wealth Advisors
South Carolina
$694K
LWP
4120
Laurel Wealth Planning
Minnesota
$689K
BFA
4121
Bluestem Financial Advisors
Illinois
$688K +$15.6K +99 +3%
BFS
4122
Beacon Financial Strategies
North Carolina
$686K +$6.8K +43 +1%
MAM
4123
MMA Asset Management
Pennsylvania
$685K
DT
4124
Daniels + Tansey
Delaware
$685K +$9.48K +60 +2%
SPAS
4125
Spectrum Planning & Advisory Services
California
$679K +$33.3K +211 +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.