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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
FB
776
Fulton Bank
Pennsylvania
$58.8M -$517K -3,274 -1%
BST
777
Bath Savings Trust
Maine
$58.8M -$1.69M -10,711 -3%
EDRH
778
Edmond de Rothschild Holding
Switzerland
$58.7M -$27.8K -176 -0.1%
IFG
779
Independent Financial Group
California
$58.7M +$2.12M +13,432 +4%
LFAS
780
Level Four Advisory Services
Texas
$58.6M +$10.4M +65,877 +25%
CWP
781
CFM Wealth Partners
Texas
$58.4M -$361K -2,287 -0.7%
AMI
782
Amica Mutual Insurance
Rhode Island
$58.4M
AC
783
Avenir Corporation
Virginia
$58.3M +$592K +3,746 +1%
MLL
784
Moody Lynn & Lieberson
Massachusetts
$58.3M +$4.58M +28,983 +10%
CIA
785
Choate Investment Advisors
Massachusetts
$58.3M +$793K +5,018 +2%
Jones Financial Companies
786
Jones Financial Companies
Missouri
$58.2M -$54.7K -346 -0.1%
NEI
787
Northwest & Ethical Investments
Ontario, Canada
$58.1M -$2.83M -17,900 -5%
AL
788
Aspiriant LLC
California
$58M +$1.8M +11,378 +4%
CMI
789
Clare Market Investments
Texas
$57.9M +$351K +2,222 +0.7%
RWM
790
Ritholtz Wealth Management
New York
$57.7M +$8.89M +56,239 +21%
RFA
791
Reilly Financial Advisors
California
$57.7M -$1.58M -9,995 -3%
IAIM
792
International Assets Investment Management
Florida
$57.3M +$1.7M +10,744 +3%
SC
793
SouthState Corp
Florida
$57.3M -$454K -2,870 -0.9%
WP
794
WMS Partners
Maryland
$57.2M -$2.07M -13,129 -4%
MAM
795
Mastrapasqua Asset Management
Tennessee
$57.1M -$193K -1,222 -0.4%
SCA
796
Stonebridge Capital Advisors
Minnesota
$57M +$589K +3,725 +1%
JIP
797
Jaffetilchin Investment Partners
Florida
$56.9M +$545K +3,448 +1%
SEM
798
Suncoast Equity Management
Florida
$56.9M +$414K +2,622 +0.8%
QC
799
Quadrature Capital
United Kingdom
$56.9M +$46M +291,341 +1,007%
SAMH
800
Shanda Asset Management Holdings
British Virgin Islands
$56.8M +$37.4M +236,600 +284%

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.