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
MCM
626
Murphy Capital Management
New Jersey
$77.6M -$1.19M -7,550 -2%
Nomura Holdings
627
Nomura Holdings
Japan
$77.6M +$20.6M +130,438 +44%
EAM
628
Evanson Asset Management
California
$77.5M -$735K -4,652 -1%
MWM
629
Mission Wealth Management
California
$77.3M -$2.44M -15,417 -3%
YIA
630
YHB Investment Advisors
Connecticut
$77.1M -$931K -5,892 -1%
AAS
631
Ameritas Advisory Services
Nebraska
$77.1M +$68.6M +433,981 New
LCM
632
LVM Capital Management
Michigan
$77M -$515K -3,259 -0.7%
NIMI
633
Natixis Investment Managers International
France
$76.9M -$6.28M -39,765 -8%
BIAS
634
Beacon Investment Advisory Services
New Jersey
$76.6M +$560K +3,544 +0.8%
CTA
635
Colonial Trust Advisors
South Carolina
$75.8M -$1.73M -10,977 -3%
PTC
636
Philadelphia Trust Company
Pennsylvania
$75.4M -$2.39M -15,095 -3%
MYAM
637
Meiji Yasuda Asset Management
Japan
$75.4M +$2.55M +16,124 +4%
KRSITF
638
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$75.3M +$2.54M +16,100 +4%
HMP
639
HS Management Partners
New York
$75.2M -$32.4M -204,755 -33%
MFAM
640
Motley Fool Asset Management
Virginia
$75.2M +$1.72M +10,899 +3%
BCM
641
Brookstone Capital Management
Illinois
$75M +$8.37M +52,968 +14%
ACM
642
Azimuth Capital Management
Michigan
$74.9M -$2.17M -13,707 -3%
SCI
643
S&CO Inc
Massachusetts
$74.8M +$6.6M +41,755 +11%
CIC
644
Crawford Investment Counsel
Georgia
$74.8M -$423K -2,674 -0.6%
CB
645
Community Bank
New York
$74.6M -$857K -5,424 -1%
DSAM
646
Dock Street Asset Management
Florida
$74.6M +$138K +875 +0.2%
KFC
647
Klingenstein Fields & Co
New York
$74.5M -$761K -4,818 -1%
EIA
648
Edgemoor Investment Advisors
Maryland
$74.4M -$2.09M -13,200 -3%
BJL
649
Brighton Jones LLC
Washington
$74.3M +$1.59M +10,062 +2%
BHIA
650
Birch Hill Investment Advisors
Massachusetts
$74.2M -$1.24M -7,855 -2%

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.