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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
BFA
726
Beaumont Financial Advisors
Massachusetts
$64.1M -$695K -4,398 -1%
PCA
727
Private Capital Advisors
Connecticut
$64M -$498K -3,153 -0.9%
DMIC
728
Dixon Mitchell Investment Counsel
British Columbia, Canada
$64M +$1.25M +7,901 +2%
HSA
729
HBK Sorce Advisory
Pennsylvania
$63.8M +$2.65M +16,772 +5%
ACM
730
Academy Capital Management
Texas
$63.8M -$468K -2,962 -0.8%
KCM
731
Kanawha Capital Management
Virginia
$63.6M -$1.1M -6,967 -2%
BRWM
732
B. Riley Wealth Management
Tennessee
$63.5M +$1.29M +8,166 +2%
GIM
733
Grassi Investment Management
California
$63.4M +$75.4K +477 +0.1%
MA
734
Montag & Associates
Georgia
$63.3M -$497K -3,142 -0.9%
SC
735
Skylands Capital
Wisconsin
$63.2M -$7.56M -47,850 -12%
GHA
736
GW Henssler & Associates
Georgia
$63.1M +$713K +4,511 +1%
BFIM
737
Beese Fulmer Investment Management
Ohio
$63.1M -$733K -4,636 -1%
CI
738
Cigna Investments
Connecticut
$63.1M -$20.4M -129,037 -27%
OA
739
Oak Associates
Ohio
$63M -$316K -2,000 -0.6%
RIL
740
Rothschild Investment LLC
Illinois
$62.9M +$78.2K +495 +0.1%
NMIFOAC
741
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$62.8M +$23.7M +150,000 +74%
CCG
742
Ceeto Capital Group
Florida
$62.7M -$15.8K -100 -0%
LDB
743
Lee, Danner & Bass
Tennessee
$62.7M -$1.98M -12,542 -3%
GWM
744
Greenwich Wealth Management
Connecticut
$62.5M +$34K +215 +0.1%
ACA
745
Aptus Capital Advisors
Alabama
$62.5M +$6.37M +40,329 +13%
ECM
746
Everence Capital Management
Indiana
$62.4M
CA
747
CSM Advisors
Pennsylvania
$62.3M -$855K -5,410 -2%
Loomis, Sayles & Company
748
Loomis, Sayles & Company
Massachusetts
$62.3M -$2.84M -17,984 -5%
TA
749
TRB Advisors
New York
$62.1M
DIA
750
Davidson Investment Advisors
Montana
$62.1M -$360K -2,278 -0.6%

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.