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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
JFG
4201
JMG Financial Group
Illinois
$499K -$63.2K -400 -12%
TA
4202
TCM Advisors
West Virginia
$488K +$434K +2,748 New
T2I
4203
Turim 21 Investimentos
Brazil
$486K -$491K -3,104 -53%
LWIC
4204
Leith Wheeler Investment Counsel
British Columbia, Canada
$479K -$117K -740 -22%
ECG
4205
EPIQ Capital Group
California
$478K +$2.21K +14 +0.5%
MI
4206
Moneywise Inc
Virginia
$477K -$136K -860 -24%
SIA
4207
Stegner Investment Associates
Kentucky
$477K +$31.6K +200 +8%
IFPL
4208
Investments & Financial Planning LLC
Kentucky
$468K +$429K +2,717 New
CIM
4209
Confluence Investment Management
Missouri
$460K -$8.85K -56 -2%
CCM
4210
Coerente Capital Management
Ontario, Canada
$456K -$7.9K -50 -2%
AFC
4211
Adaptive Financial Consulting
Ohio
$451K +$158 +1 +0%
AAM
4212
Ameraudi Asset Management
New York
$450K -$112K -708 -22%
PCM
4213
Passive Capital Management
Maryland
$447K +$398K +2,520 New
ST
4214
Sageworth Trust
Pennsylvania
$447K
SFBLI
4215
Southern Farm Bureau Life Insurance
Mississippi
$444K
SFG
4216
Snider Financial Group
Washington
$444K +$172K +1,088 +81%
PAIM
4217
Punch & Associates Investment Management
Minnesota
$443K +$158 +1 +0%
WFA
4218
Websterrogers Financial Advisors
South Carolina
$441K -$109K -687 -22%
KC
4219
Kinloch Capital
Virginia
$438K +$36.7K +232 +10%
DACG
4220
Donor Advised Charitable Giving
California
$438K +$111K +700 +40%
EFG
4221
Erickson Financial Group
Pennsylvania
$438K +$389K +2,464 New
BI
4222
Berkeley Inc
Idaho
$436K -$32.9K -208 -8%
AP
4223
Advisors Preferred
Maryland
$433K -$91.8K -581 -20%
SI
4224
Sprott Inc
Ontario, Canada
$433K
SAM
4225
Sequent Asset Management
Texas
$432K +$27.2K +172 +8%

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.