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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
CRC
751
Curi RMB Capital
Illinois
$62.1M -$112K -706 -0.2%
CWM
752
Cornerstone Wealth Management
Missouri
$62M +$559K +3,540 +1%
NFC
753
Northeast Financial Consultants
Connecticut
$61.9M +$253K +1,598 +0.5%
LG
754
LaFleur & Godfrey
Michigan
$61.9M -$1.26M -8,002 -2%
GAI
755
General American Investors
New York
$61.8M
CCM
756
Compton Capital Management
Rhode Island
$61.7M -$1.31M -8,318 -2%
GKWIM
757
Gerber Kawasaki Wealth & Investment Management
California
$61.4M +$2.82M +17,820 +5%
CC
758
Courier Capital
New York
$61.3M -$1.62M -10,267 -3%
FBB
759
Fulton Breakefield Broenniman
Maryland
$61.3M +$2.5M +15,800 +5%
SFS
760
Sowell Financial Services
Arkansas
$61.2M +$656K +4,154 +1%
VCM
761
Violich Capital Management
California
$61.2M -$426K -2,697 -0.8%
GCC
762
Guardian Capital (Canada)
Ontario, Canada
$61.1M -$959K -6,071 -2%
WI
763
Wintrust Investments
Illinois
$60.9M -$3.06M -19,331 -5%
TH
764
TCTC Holdings
Texas
$60.8M -$629K -3,978 -1%
SDH
765
Sloy Dahl & Holst
Washington
$60.3M
OWM
766
Opes Wealth Management
California
$60.2M -$620K -3,920 -1%
CA
767
Clearstead Advisors
Ohio
$60M -$2.95M -18,648 -5%
WDA
768
Wendell David Associates
New Hampshire
$60M -$3.18M -20,147 -6%
NW
769
NewEdge Wealth
Pennsylvania
$59.7M +$11.2M +70,956 +27%
AIM
770
Allen Investment Management
New York
$59.7M +$25.4M +160,748 +92%
MIA
771
MainStreet Investment Advisors
Illinois
$59.7M -$2.16M -13,682 -4%
AC
772
Alleghany Corporation
New York
$59.3M
HIC
773
Hartline Investment Corp
Illinois
$59.1M +$373K +2,363 +0.7%
PCM
774
Pennsylvania Capital Management
Pennsylvania
$59M +$16.9M +106,971 +48%
OC
775
Oakworth Capital
Alabama
$58.8M +$664K +4,201 +1%

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.