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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
FFA
651
First Foundation Advisors
California
$74.1M -$816K -5,161 -1%
AAM
652
Aureus Asset Management
Massachusetts
$74M +$730K +4,617 +1%
NIG
653
NFJ Investment Group
Texas
$74M -$2.09M -13,236 -3%
NAM
654
NorthCrest Asset Manangement
Minnesota
$73.9M +$65.7M +415,967 New
WTA
655
Washington Trust Advisors
Massachusetts
$73.5M +$65.4M +413,931 New
BA
656
Birinyi Associates
Connecticut
$73.5M -$1.32M -8,383 -2%
FCH
657
Freestone Capital Holdings
Washington
$73.3M +$7.42M +46,953 +13%
GC
658
Grimes & Company
Massachusetts
$73.3M -$333K -2,110 -0.5%
MCM
659
Maple Capital Management
Vermont
$73M +$1.29M +8,184 +2%
WCM
660
Wedge Capital Management
North Carolina
$72.8M -$10.9M -69,190 -14%
CAM
661
Carret Asset Management
New York
$71.7M -$672K -4,255 -1%
GI
662
Gradient Investments
Minnesota
$71.6M +$603K +3,816 +1%
CTI
663
Community Trust & Investment
Kentucky
$71.6M -$4.35M -27,552 -6%
SCA
664
Snowden Capital Advisors
New York
$71.3M -$3.17M -20,065 -5%
DT
665
Diversified Trust
Tennessee
$71.2M +$1.61M +10,187 +3%
KPCM
666
Kings Point Capital Management
New York
$71.2M -$2.52M -15,919 -4%
JAIC
667
Josh Arnold Investment Consultant
Minnesota
$70.8M +$63.1M +398,989 New
GP
668
Girard Partners
Pennsylvania
$70.7M +$317K +2,003 +0.5%
TAM
669
Taurus Asset Management
New York
$70.6M -$73.8K -467 -0.1%
BVDMP
670
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$70.5M -$11.1M -70,000 -13%
JIC
671
Joel Isaacson & Co
New York
$70.4M +$771K +4,881 +1%
LWAC
672
Laurel Wealth Advisors (California)
California
$70.1M +$11M +69,764 +21%
CIA
673
Capital Investment Advisors
Georgia
$70M +$390K +2,467 +0.6%
SSWM
674
Smith Salley Wealth Management
North Carolina
$69.8M +$2M +12,669 +3%
CL
675
CPWM LLC
Washington
$69.5M

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.