We are live on ! Find out more

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
GF
4326
Goodman Financial
Texas
$212K +$188K +1,192 New
CF
4327
Concorde Financial
Texas
$208K +$183K +1,159 New
WF
4328
Whelan Financial
California
$208K +$185K +1,171 New
TPW
4329
TL Private Wealth
Texas
$205K +$203K +1,284 New
LC
4330
LTG Capital
Massachusetts
$204K +$181K +1,143 New
TSS
4331
Two Sigma Securities
New York
$202K -$3.36M -21,230 -95%
PCMM
4332
Piedmont Capital Management (Montana)
Montana
$202K +$180K +1,140 New
AIM
4333
ARK Investment Management
Florida
$196K +$174K +1,104 New
BHWM
4334
Bay Harbor Wealth Management
Maryland
$188K +$4.27K +27 +3%
LFASL
4335
Lugano Financial Advisors SA (LFA)
Switzerland
$178K -$139K -882 -47%
WIA
4336
Wealthstreet Investment Advisors
Texas
$174K
Barrow, Hanley, Mewhinney & Strauss
4337
Barrow, Hanley, Mewhinney & Strauss
Texas
$172K +$632 +4 +0.4%
NR
4338
Newfound Research
Massachusetts
$167K +$62.7K +397 +73%
LFG
4339
Leverty Financial Group
Wisconsin
$142K +$127K +805 New
CPFP
4340
Clear Perspectives Financial Planning
Ohio
$137K +$89.8K +568 +278%
LAS
4341
Lloyd Advisory Services
Georgia
$133K
IWMA
4342
Ironwood Wealth Management (Arizona)
Arizona
$130K
GCGDR
4343
Geo Capital Gestora de Recursos
Brazil
$124K
SFA
4344
Semmax Financial Advisors
North Carolina
$120K -$832K -5,265 -89%
CFRPA
4345
Castle Financial & Retirement Planning Associates
New Jersey
$116K +$105K +663 New
HVM
4346
Harvest Volatility Management
Connecticut
$108K +$16.7M +105,789 +21%
IA
4347
IFS Advisors
Kansas
$92K +$82.2K +520 New
CI
4348
Cordant Inc
Oregon
$90K -$8.53K -54 -10%
EC
4349
Estate Counselors
Wisconsin
$88K
SFG
4350
Sage Financial Group
Pennsylvania
$87K

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.