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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
GIA
4176
Goodwin Investment Advisory
Georgia
$565K +$17.2K +109 +4%
HCWM
4177
Harrison & Co Wealth Management
Virginia
$565K +$503K +3,182 New
RI
4178
Ridgewood Investments
New Jersey
$558K
HM
4179
Harvest Management
New York
$556K +$83.8K +530 +20%
VCG
4180
Vantage Consulting Group
Virginia
$546K -$61.5K -389 -11%
BA
4181
Bellwether Advisors
Nebraska
$546K +$6.32K +40 +1%
AG
4182
Appleton Group
Wisconsin
$546K +$486K +3,073 New
SA
4183
Syntax Advisors
New York
$546K +$486K +3,075 New
SCM
4184
Stordahl Capital Management
Colorado
$543K
EWM
4185
Endowment Wealth Management
Wisconsin
$540K +$480K +3,038 New
PM
4186
Phraction Management
Connecticut
$536K +$477K +3,016 New
BP
4187
BCK Partners
New York
$533K
CL
4188
CSS LLC
Illinois
$533K +$474K +3,000 New
SH
4189
Svenska Handelsbanken
Sweden
$529K
WAM
4190
Wakefield Asset Management
Colorado
$527K -$7.11K -45 -1%
CJFS
4191
Coulter & Justus Financial Services
Tennessee
$527K +$469K +2,966 New
CCG
4192
Capital CS Group
California
$525K +$244K +1,543 +109%
WCP
4193
Welch Capital Partners
New York
$519K
SI
4194
Shaker Investments
Ohio
$516K -$15.8K -100 -3%
ECM
4195
Elgethun Capital Management
South Dakota
$516K +$29.6K +187 +7%
TWP
4196
Transparent Wealth Partners
Arkansas
$515K +$459K +2,902 New
PPW
4197
PACK Private Wealth
Minnesota
$506K +$450K +2,849 New
CG
4198
Cutler Group
California
$505K +$394K +2,495 +715%
ES
4199
ETF Store
Kansas
$502K +$459K +2,904 New
KAH
4200
Kathryn A. Hall
$501K +$446K +2,821 New

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.