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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
UFF
4376
USA Financial Formulas
Michigan
$11K -$15K -95 -60%
FCAS
4377
First Command Advisory Services
Texas
$10K +$90.2K +571 +614%
UC
4378
Unio Capital
New Jersey
$8.47K -$100K -635 -1%
RCM
4379
Raleigh Capital Management
North Carolina
$8K +$7.11K +45 New
SFCL
4380
Strengthening Families & Communities LLC
Massachusetts
$7.2K +$6.41M +40,557 New
KSWA
4381
Kathleen S. Wright Associates
Pennsylvania
$7K +$6.32K +40 New
RTC
4382
Riverview Trust Company
Washington
$6.52K -$397K -2,509 -6%
EWA
4383
Evolution Wealth Advisors
Florida
$5.66K +$180K +1,138 +4%
FFG
4384
Ford Financial Group
California
$4.02K -$38.4K -243 -1%
TJHA
4385
Thomas J. Herzfeld Advisors
Florida
$4K
MP
4386
McDonald Partners
Ohio
$3.37K -$18.5M -117,072 -100%
ACM
4387
Absolute Capital Management
Pennsylvania
$3.37K +$3K +19 New
CAM
4388
Chandler Asset Management
California
$3K +$2.37K +15 New
PI
4389
PEAK6 Investments
Illinois
$2K -$94.6M -598,651 -100%
BCH
4390
Berkshire Capital Holdings
California
$2K
LWMNY
4391
Landmark Wealth Management (New York)
New York
$2K +$1.73M +10,935 New
VFPW
4392
Vantage Financial Partners (Wisconsin)
Wisconsin
$2K +$1.76M +11,133 New
CCMIC
4393
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1K -$2.05K -13 -76%
Nisa Investment Advisors
4394
Nisa Investment Advisors
Missouri
-$753K -5,321,155 Closed
ACI
4395
AMP Capital Investors
Australia
-$588M -4,155,435 Closed
IFP
4396
Independent Franchise Partners
United Kingdom
-$342M -2,418,147 Closed
CC
4397
Centiva Capital
New York
-$322M -2,037,881 Closed
HMC
4398
Harvard Management Company
Massachusetts
-$267M -1,883,445 Closed
Wolverine Trading
4399
Wolverine Trading
Illinois
-$151M -1,055,228 Closed
CA
4400
CastleArk Alternatives
Illinois
-$98.9M -698,760 Closed

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.