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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
FWM
676
Frontier Wealth Management
Missouri
$69.4M +$323K +2,042 +0.5%
PWP
677
Principle Wealth Partners
Connecticut
$69.3M +$2.75M +17,383 +5%
PCM
678
Palisade Capital Management
New Jersey
$69.3M -$6.03M -38,184 -9%
MIM
679
Marco Investment Management
Georgia
$69.2M +$240K +1,516 +0.4%
WC
680
Whitney & Co
New York
$68.8M +$573K +3,627 +0.9%
MSR
681
Main Street Research
Connecticut
$68.7M +$2.59M +16,403 +4%
CF
682
Cypress Funds
California
$68.6M
LIA
683
LS Investment Advisors
Michigan
$68.5M -$17.5M -110,761 -22%
HIA
684
Harbor Investment Advisory
Maryland
$68.5M -$925K -5,851 -1%
AF
685
Allworth Financial
California
$68.3M +$6.81M +43,082 +13%
SCM
686
Silvant Capital Management
Georgia
$68.2M -$2.55M -16,143 -4%
CTA
687
Chesley Taft & Associates
Illinois
$68.2M -$394K -2,492 -0.6%
LBC
688
Lowe Brockenbrough & Co
Virginia
$68.2M +$2.65M +16,789 +5%
BWP
689
Baldwin Wealth Partners
Massachusetts
$67.8M +$857K +5,421 +1%
JCM
690
Jag Capital Management
Missouri
$67.6M -$1.77M -11,184 -3%
S
691
SignatureFD
Georgia
$67.6M +$2.01M +12,710 +3%
OIA
692
OneDigital Investment Advisors
Kansas
$67.5M -$340K -2,152 -0.6%
NSAM
693
North Star Asset Management
Wisconsin
$67.4M -$1.54M -9,771 -3%
VVP
694
Venture Visionary Partners
Ohio
$67.4M +$577K +3,651 +1%
BRA
695
Bender Robert & Associates
California
$67.3M
HFS
696
Hantz Financial Services
Michigan
$67.2M +$619K +3,917 +1%
EAM
697
Eagle Asset Management
Florida
$67.2M -$1.95M -12,369 -3%
LNB
698
Ledyard National Bank
$67.2M -$1.02M -6,471 -2%
CCA
699
Cobblestone Capital Advisors
New York
$67.1M -$6.23M -39,400 -9%
ANTB
700
AMG National Trust Bank
Colorado
$67.1M -$5.22M -33,002 -8%

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.