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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
ONGA
4126
O'Neil Global Advisors
California
$675K -$299K -1,895 -33%
ACM
4127
Alethea Capital Management
Washington
$675K -$15.8K -100 -3%
NOCM
4128
Night Owl Capital Management
Connecticut
$674K -$34.8K -220 -5%
KAM
4129
Kraft Asset Management
Tennessee
$674K +$599K +3,793 New
CP
4130
CenterBook Partners
Connecticut
$674K +$600K +3,795 New
VIMU
4131
Veritas Investment Management (UK)
United Kingdom
$671K
BWM
4132
Blossom Wealth Management
California
$670K -$225K -1,425 -27%
PI
4133
Pachira Investments
California
$667K +$4.74K +30 +0.8%
SFPM
4134
Sensible Financial Planning & Management
Massachusetts
$663K -$349K -2,206 -37%
BA
4135
BCM Advisors
Louisiana
$656K -$49.9K -316 -8%
AIA
4136
Acute Investment Advisory
Arizona
$656K +$583K +3,692 New
DF
4137
Donoghue Forlines
Massachusetts
$655K -$3.35M -21,188 -85%
MWA
4138
Motive Wealth Advisors
Michigan
$655K +$57.2K +362 +11%
DIS
4139
Diversified Investment Strategies
Louisiana
$653K
LTL
4140
Lowery Thomas LLC
California
$649K +$578K +3,656 New
NP
4141
Ninepoint Partners
Ontario, Canada
$648K +$55.6K +352 +11%
IHWM
4142
Iron Horse Wealth Management
Iowa
$647K +$158 +1 +0%
BWM
4143
Boyd Wealth Management
California
$641K +$570K +3,609 New
CPA
4144
Cowen Prime Advisors
New York
$636K
AJ
4145
Ashburton (Jersey)
Jersey
$629K -$363K -2,300 -39%
CNBT
4146
Cornerstone National Bank & Trust
Illinois
$628K
BCMIO
4147
Beacon Capital Management Inc (Ohio)
Ohio
$626K
BAM
4148
Beaumont Asset Management
Texas
$625K -$474 -3 -0.1%
HCRE
4149
Hoya Capital Real Estate
Connecticut
$621K +$553K +3,500 New
CWM
4150
Cadence Wealth Management
Massachusetts
$618K +$948 +6 +0.2%

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.