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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
RC
401
RegentAtlantic Capital
New Jersey
$163M +$1.85M +11,718 +1%
SI
402
Stephens Inc
Arkansas
$162M -$1.39M -8,772 -1%
SG Americas Securities
403
SG Americas Securities
New York
$161M -$328M -2,073,973 -70%
CSIC
404
Clifford Swan Investment Counsel
California
$160M -$1.46M -9,250 -1%
CCMG
405
Clark Capital Management Group
Pennsylvania
$159M +$1.27M +8,021 +0.9%
MYIA
406
Mount Yale Investment Advisors
Colorado
$159M -$7.51M -47,530 -5%
LCM
407
Logan Capital Management
Pennsylvania
$159M -$4.23M -26,755 -3%
PCM
408
Parsons Capital Management
Rhode Island
$159M -$2.62M -16,550 -2%
JLBC
409
J.L. Bainbridge & Co
Florida
$156M -$2.51M -15,909 -2%
GT
410
Glenview Trust
Kentucky
$156M +$8.54M +54,052 +7%
BRWA
411
B. Riley Wealth Advisors
Florida
$154M +$6.67M +42,203 +5%
DWM
412
Destination Wealth Management
California
$153M +$1.79M +11,335 +1%
NC
413
Nicholas Company
Wisconsin
$153M
SAM
414
Silvercrest Asset Management
New York
$151M -$3.79K -24 -0%
BSA
415
Braun Stacey Associates
New York
$150M -$3.84M -24,318 -3%
HIMC
416
Heritage Investors Management Corp
Maryland
$149M -$795K -5,031 -0.6%
NIM
417
Northeast Investment Management
Massachusetts
$148M -$3.96M -25,071 -3%
AAS
418
Avantax Advisory Services
Texas
$146M +$2.89M +18,256 +2%
PNC
419
Park National Corp
Ohio
$145M -$2.73M -17,261 -2%
ACM
420
Alta Capital Management
Utah
$144M -$1.7M -10,736 -1%
FLPIM
421
F.L. Putnam Investment Management
Massachusetts
$143M +$3.64M +23,040 +3%
BFM
422
Boston Financial Management
Massachusetts
$143M -$1.82M -11,518 -1%
IHL
423
Investment House LLC
California
$142M -$4.05M -25,623 -3%
PFM
424
Parsec Financial Management
North Carolina
$141M -$6.86M -43,425 -5%
JSW
425
Journey Strategic Wealth
New Jersey
$141M +$125M +794,084 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.