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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
NWM
4351
Navigation Wealth Management
Colorado
$84K
MRG
4352
Milestone Resources Group
British Virgin Islands
$74K
GKIM
4353
GW&K Investment Management
Massachusetts
$71K
BWS
4354
BCR Wealth Strategies
Alabama
$70K +$62.4K +395 New
WC
4355
Westwind Capital
New Mexico
$63K +$56.3K +356 New
HFS
4356
HBC Financial Services
Washington
$59K -$1.95M -12,334 -97%
EFS
4357
Econ Financial Services
Pennsylvania
$58K +$51.5K +326 New
SJIA
4358
St. James Investment Advisors
New York
$57K +$51.2K +324 New
UOTTAIMCU
4359
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50K -$1.74M -11,027 -98%
DCM
4360
Disciplina Capital Management
Tennessee
$47K -$474 -3 -1%
MGIM
4361
M&G Investment Management
United Kingdom
$45.4K -$486M -3,073,101 -92%
WFA
4362
Wells Financial Advisors
Massachusetts
$44K
SPA
4363
Shore Point Advisors
New Jersey
$41K +$36.8K +233 New
APP
4364
Alpha Paradigm Partners
Illinois
$34K -$493K -3,117 -94%
FGAM
4365
Financial Gravity Asset Management
Texas
$26.2K +$2.04M +12,923 +266%
HMS
4366
Hanseatic Management Services
New Mexico
$23K +$20.5K +130 New
CP
4367
Castleview Partners
Texas
$19.3K +$543M +3,435,062 New
LIM
4368
Longfellow Investment Management
Massachusetts
$18K
CWM
4369
Consultiva Wealth Management
Puerto Rico
$17K
D
4370
Drystone
Virginia
$17K +$15.5K +98 New
FHC
4371
First Heartland Consultants
Missouri
$16.7K +$325K +2,059 +2%
BIM
4372
Baldwin Investment Management
Pennsylvania
$16.5K -$79.7K -504 -0.5%
EW
4373
Emerson Wealth
Michigan
$16K
LWM
4374
Liberty Wealth Management
California
$15.7K +$242K +1,530 +2%
AWMS
4375
Advocacy Wealth Management Services
Georgia
$15K

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.