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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
HFM
4276
Hartford Funds Management
Pennsylvania
$300K +$267K +1,687 New
FF
4277
Friedenthal Financial
New Jersey
$300K +$267K +1,690 New
HC
4278
Hoese & Co
Minnesota
$299K
SWA
4279
Sightline Wealth Advisors
Connecticut
$299K
MWM
4280
Magnolia Wealth Management
Alabama
$297K +$264K +1,670 New
BAG
4281
Briggs Advisory Group
Rhode Island
$293K +$261K +1,652 New
LCWP
4282
Legacy Capital Wealth Partners
Arkansas
$291K +$2.69K +17 +1%
JCM
4283
J2 Capital Management
Michigan
$288K +$256K +1,622 New
UA
4284
Unison Advisors
District of Columbia
$286K
WFS
4285
Weitzel Financial Services
Iowa
$286K +$254K +1,609 New
CIA
4286
Citadel Investment Advisory
Ohio
$284K
PWM
4287
Pacific Wealth Management
California
$281K
HSA
4288
Hussman Strategic Advisors
Maryland
$275K
TCM
4289
TimesSquare Capital Management
New York
$274K +$244K +1,544 New
BIM
4290
Bullseye Investment Management
Ohio
$274K +$244K +1,545 New
MG
4291
MilWealth Group
Wisconsin
$273K
BCM
4292
Brookmont Capital Management
Texas
$273K +$14.1K +89 +6%
BFA
4293
Brown Financial Advisory
Alabama
$273K +$243K +1,537 New
William Blair Investment Management
4294
William Blair Investment Management
Illinois
$273K +$243K +1,540 New
FLA
4295
Financial Life Advisors
Texas
$270K
Mawer Investment Management
4296
Mawer Investment Management
Alberta, Canada
$270K
OKSA
4297
O'Keefe Stevens Advisory
New York
$270K
GWM
4298
GoalFusion Wealth Management
Texas
$268K +$348K +2,200 New
GCM
4299
Gladius Capital Management
Illinois
$267K +$228K +1,444 +2,490%
CWP
4300
Corepath Wealth Partners
Arizona
$266K +$3.95K +25 +2%

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.