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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
RBC
4226
Rye Brook Capital
Connecticut
$431K +$383K +2,425 New
DB
4227
Dravo Bay
Delaware
$431K +$426K +2,698 New
LFGH
4228
Lee Financial Group Hawaii
Hawaii
$426K -$47.3K -299 -11%
3LCM
4229
3D/L Capital Management
Connecticut
$422K +$16.1K +102 +4%
TWP
4230
TFO Wealth Partners
Ohio
$420K -$799K -5,055 -68%
PCM
4231
Perritt Capital Management
Illinois
$417K -$24.5K -155 -6%
VWA
4232
VERITY Wealth Advisors
United States
$406K
WS
4233
Wela Strategies
Georgia
$405K -$160K -1,014 -31%
SWM
4234
SigFig Wealth Management
California
$403K +$16.1K +102 +5%
HAFS
4235
Hapanowicz & Associates Financial Services
Pennsylvania
$397K +$85.7K +542 +32%
PP
4236
Peconic Partners
New York
$391K -$284K -1,800 -45%
BCM
4237
Beddow Capital Management
Wyoming
$391K
APF
4238
Alaska Permanent Fund
Alaska
$389K +$352K +2,226 New
HWA
4239
Hillcrest Wealth Advisors
New Jersey
$386K
ASW
4240
Astoria Strategic Wealth
Texas
$386K +$27.7K +175 +9%
MWA
4241
Martel Wealth Advisors
Washington
$383K -$19.8K -125 -5%
A
4242
AustralianSuper
Australia
$382K +$336M +2,126,000 New
PWS
4243
Peloton Wealth Strategists
Indiana
$379K
M1FG
4244
Mach-1 Financial Group
Arkansas
$375K +$158 +1 +0%
AI
4245
ArchPoint Investors
Florida
$374K -$4.04M -25,560 -92%
DMKJ
4246
David M. Knott Jr
$373K +$332K +2,100 New
CI
4247
Chartist Inc
California
$373K -$6.16K -39 -2%
TC
4248
Tatro Capital
Kentucky
$371K -$83K -525 -20%
RA
4249
Resolute Advisors
California
$362K -$587K -3,717 -65%
CWA
4250
Consilio Wealth Advisors
Washington
$359K +$319K +2,021 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.