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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
BPC
501
Banque Pictet & Cie
Switzerland
$111M +$14.5M +91,984 +17%
ACI
502
Alpha Cubed Investments
California
$111M +$421K +2,662 +0.4%
BAMF
503
BI Asset Management Fondsmaeglerselskab
Denmark
$111M -$22M -139,057 -18%
CFG
504
Citizens Financial Group
Rhode Island
$110M -$3.55M -22,486 -3%
CAI
505
Capital Advisors Inc
Oklahoma
$110M +$1.35M +8,533 +1%
CG
506
Colony Group
Massachusetts
$110M +$862K +5,456 +0.9%
KWILP
507
Kiwi Wealth Investments Limited Partnership
New Zealand
$109M -$10.4M -65,628 -10%
CI
508
Cincinnati Insurance
Ohio
$109M
CAM
509
Cacti Asset Management
Georgia
$109M
IMRF
510
Illinois Municipal Retirement Fund
Illinois
$109M +$26.8M +169,551 +38%
MCM
511
Mill Capital Management
North Carolina
$108M +$96.5M +610,866 New
WHG
512
Westwood Holdings Group
Texas
$108M +$1.73M +10,955 +2%
DJSG
513
D.J. St. Germain
Massachusetts
$108M -$2.06M -13,012 -2%
ICG
514
InterOcean Capital Group
Tennessee
$108M +$1.85M +11,719 +2%
CICI
515
Capital Investment Counsel Inc
North Carolina
$108M -$229K -1,447 -0.2%
BFS
516
Bard Financial Services
Connecticut
$108M -$1.12M -7,090 -1%
BHC
517
Bowen Hanes & Co
Florida
$107M -$1.64M -10,363 -2%
WP
518
WealthPLAN Partners
Nebraska
$107M +$178K +1,128 +0.2%
HWA
519
HCR Wealth Advisors
California
$106M -$1.19M -7,527 -1%
FNBOO
520
First National Bank of Omaha
Nebraska
$106M -$4.79M -30,300 -5%
TCM
521
Traynor Capital Management
Pennsylvania
$105M +$3.46M +21,893 +4%
CA
522
Cullinan Associates
Kentucky
$105M +$4.39M +27,795 +5%
KCM
523
Kornitzer Capital Management
Kansas
$105M -$1.78M -11,234 -2%
DCM
524
Dupont Capital Management
Delaware
$105M -$25.4M -160,851 -21%
ANHIM
525
Alan N. Hoffman Investment Management
Massachusetts
$105M +$408K +2,582 +0.4%

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.