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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
NICM
4151
Neo Ivy Capital Management
New York
$615K +$413K +2,615 +308%
CC
4152
Copperleaf Capital
North Carolina
$613K +$229K +1,449 +72%
WIC
4153
Whitegate Investment Counselors
New Hampshire
$608K -$24.2M -153,070 -98%
SMG
4154
Smart Money Group
Texas
$608K +$42.2K +267 +8%
MIOT
4155
Massachusetts Institute of Technology
Massachusetts
$605K +$538K +3,407 New
AFG
4156
Arkansas Financial Group
Arkansas
$604K -$119K -756 -18%
SM
4157
Salzhauer Michael
$603K +$10.6K +67 +2%
W
4158
Wealthsimple
Ontario, Canada
$599K +$533K +3,373 New
RBCM
4159
Raub Brock Capital Management
California
$598K
GWA
4160
Gibson Wealth Advisors
Texas
$597K +$531K +3,360 New
CCP
4161
Cassia Capital Partners
North Carolina
$594K -$3.69M -23,342 -87%
HFS
4162
Horizon Financial Services
North Carolina
$593K +$94.8K +600 +22%
RH
4163
RFG Holdings
Texas
$591K +$50.6K +320 +11%
CWG
4164
Crown Wealth Group
North Carolina
$591K +$526K +3,329 New
PWG
4165
Private Wealth Group
Florida
$587K +$158 +1 +0%
LKIM
4166
Lawson Kroeker Investment Management
Nebraska
$586K
CIP
4167
Cornerstone Investment Partners
Georgia
$579K -$4.51M -28,510 -90%
AIA
4168
Armor Investment Advisors
North Carolina
$579K +$1.9K +12 +0.4%
CAG
4169
Compass Advisory Group
New York
$578K -$46.9K -297 -8%
MS
4170
Mizuho Securities
Japan
$575K -$743K -4,700 -59%
MFM
4171
Mirsky Financial Management
New York
$573K -$1.26K -8 -0.2%
HPC
4172
Hobart Private Capital
North Carolina
$569K -$1.68M -10,609 -77%
PFM
4173
Patton Fund Management
Texas
$568K
TA
4174
Teramo Advisors
Florida
$568K +$506K +3,200 New
VRS
4175
Virginia Retirement Systems
Virginia
$568K -$522K -3,300 -0.1%

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.