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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
MC
576
Moors & Cabot
Massachusetts
$87.7M +$666K +4,217 +0.9%
BPCE
577
Bank Pictet & Cie (Europe)
Germany
$87.4M +$432K +2,734 +0.6%
AP
578
Appleton Partners
Massachusetts
$87.4M -$665K -4,209 -0.8%
TCA
579
Transcend Capital Advisors
New Jersey
$87.3M +$870K +5,504 +1%
BAM
580
Belpointe Asset Management
Nevada
$87.1M +$900K +5,692 +1%
BFS
581
Baskin Financial Services
Ontario, Canada
$86.7M +$369K +2,337 +0.5%
HWM
582
HB Wealth Management
Georgia
$86.7M +$77.2M +488,259 New
AAM
583
Ardevora Asset Management
United Kingdom
$86.4M +$1.56M +9,900 +2%
GIC
584
GFI Investment Counsel
Ontario, Canada
$85.6M +$861K +5,446 +1%
TBA
585
Tower Bridge Advisors
Pennsylvania
$85.5M -$667K -4,222 -0.9%
ONB
586
Old National Bancorp
Indiana
$85.5M -$2.86M -18,115 -4%
CS
587
Cannell & Spears
New York
$85.4M -$891K -5,639 -1%
EI
588
Ethic Inc
New York
$85.4M +$13.3M +84,019 +21%
DY
589
Dowling & Yahnke
California
$84.9M +$273K +1,726 +0.4%
EB
590
Eastern Bank
Massachusetts
$84.4M +$1.74M +11,006 +2%
CCM
591
Chilton Capital Management
Texas
$84.2M -$316K -1,997 -0.4%
BS
592
Banco Santander
Spain
$84.2M -$1.63M -10,290 -2%
TCOV
593
Trust Company of Vermont
Vermont
$84.1M +$63.1K +399 +0.1%
HCMG
594
Howard Capital Management Group
California
$84.1M -$195K -1,232 -0.3%
Baillie Gifford & Co
595
Baillie Gifford & Co
United Kingdom
$83.9M +$7.05M +44,628 +10%
CDH
596
Charles D. Hyman
$83.8M +$104K +656 +0.1%
CAMG
597
CWA Asset Management Group
Florida
$83.8M -$699K -4,425 -0.9%
VCAM
598
Van Cleef Asset Management
Ohio
$83.7M -$2.14M -13,554 -3%
TI
599
Tidal Investments
Wisconsin
$83.4M +$17.2M +108,778 +30%
WBG
600
Wharton Business Group
Pennsylvania
$82.9M +$73.8M +467,024 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.