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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
SPWM
4301
Straight Path Wealth Management
Michigan
$266K +$237K +1,500 New
HWM
4302
Heirloom Wealth Management
Colorado
$266K +$260K +1,645 New
SC
4303
Shearwater Capital
Colorado
$264K +$235K +1,484 New
NWA
4304
Navis Wealth Advisors
New York
$261K -$7.43K -47 -3%
MAM
4305
Magellan Asset Management
Australia
$261K +$26.6K +168 +13%
CAM
4306
Capco Asset Management
Florida
$257K
WFA
4307
Wipfli Financial Advisors
Wisconsin
$256K +$228K +1,443 New
FA
4308
Financial Advantage
Maryland
$256K -$510K -3,229 -69%
FMC
4309
Financial Management Concepts
Florida
$251K
TI
4310
Truehand Inc
New Hampshire
$250K -$7.9K -50 -3%
PFM
4311
Probabilities Fund Management
New York
$249K -$56.9K -360 -20%
APSI
4312
Asset Planning Services Inc
Louisiana
$249K +$221K +1,401 New
SFS
4313
Starfox Financial Services
Texas
$249K +$237K +1,498 New
CWM
4314
Comprehensive Wealth Management
Washington
$245K -$53.3K -337 -20%
FFW
4315
Fusion Family Wealth
New York
$242K -$390K -2,465 -64%
RMSCM
4316
R.M. Sincerbeaux Capital Management
New York
$239K +$213K +1,348 New
PIC
4317
Platt Investment Counsel
Florida
$238K +$212K +1,340 New
ACM
4318
American Capital Management
New York
$234K +$208K +1,316 New
GBA
4319
Garrison Bradford & Associates
New York
$229K +$204K +1,288 New
DFC
4320
DBK Financial Counsel
Ohio
$221K +$197K +1,247 New
BBHC
4321
Brown Brothers Harriman & Co
New York
$220K +$1.73M +10,978 +0.9%
ECM
4322
EMC Capital Management
Texas
$218K +$316 +2 +0.2%
TLFA
4323
True Link Financial Advisors
California
$217K
HNWA
4324
Henrickson Nauta Wealth Advisors
Michigan
$216K +$212K +1,339 New
TI
4325
Trigran Investments
Illinois
$213K +$190K +1,200 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.