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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
TFA
4251
Tranquilli Financial Advisor
New Jersey
$357K
GPC
4252
Garrison Point Capital
California
$355K
LBA
4253
Letko, Brosseau & Associates
Quebec, Canada
$355K
JRP
4254
Jasper Ridge Partners
California
$351K
CBT
4255
Capital Bank & Trust
California
$348K
VPI
4256
Value Partners Investments
Manitoba, Canada
$347K +$40.5K +256 +15%
EP
4257
Equius Partners
California
$347K +$309K +1,956 New
WIC
4258
Wilkins Investment Counsel
Massachusetts
$334K
CFS
4259
Cannon Financial Strategists
Georgia
$334K
SFG
4260
Socha Financial Group
New York
$333K +$296K +1,875 New
CCM
4261
Crabel Capital Management
California
$332K -$116K -735 -28%
AA
4262
AF Advisors
California
$331K +$158 +1 +0.1%
DAL
4263
Delta Accumulation LLC
California
$330K +$294K +1,858 New
IIM
4264
Ironwood Investment Management
Massachusetts
$326K
SWA
4265
ShankerValleau Wealth Advisors
Illinois
$322K +$286K +1,812 New
SCA
4266
Stuart Chaussee & Associates
California
$318K +$15.6K +99 +6%
RC
4267
Randolph Company
Ohio
$315K
DJFS
4268
Dean Jacobson Financial Services
Texas
$314K +$280K +1,770 New
ETS
4269
ESL Trust Services
New York
$309K -$15.8K -100 -5%
PC
4270
Prairiewood Capital
North Dakota
$309K
TC
4271
TAGStone Capital
North Carolina
$306K +$272K +1,724 New
CM
4272
Cornerstone Management
Georgia
$304K +$8.06K +51 +3%
DRS
4273
Deane Retirement Strategies
Louisiana
$303K
GCIA
4274
Gabelli & Co Investment Advisers
New York
$303K +$5.53K +35 +2%
TWM
4275
Tanglewood Wealth Management
Texas
$301K +$268K +1,696 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.