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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
JC
826
Jacobs & Co
California
$54.7M +$449K +2,844 +0.9%
MOS
827
MGO One Seven
Ohio
$54.7M +$20.7M +130,956 +74%
OCAM
828
Onex Canada Asset Management
Ontario, Canada
$54.6M +$16K +101 +0%
LRPA
829
L. Roy Papp & Associates
Arizona
$54.6M -$33.5K -212 -0.1%
TNB
830
Thomasville National Bank
Georgia
$54.5M -$253K -1,602 -0.5%
LCS
831
Levin Capital Strategies
New York
$54.4M -$123K -779 -0.3%
SEIA
832
Signature Estate & Investment Advisors
California
$54.3M -$4.42M -27,938 -8%
SCP
833
Seizert Capital Partners
Michigan
$54.1M -$1.08M -6,809 -2%
KFP
834
KMG Fiduciary Partners
Ohio
$54.1M -$500K -3,165 -1%
FFM
835
Forum Financial Management
Illinois
$54M +$48.1M +304,209 New
FCBT
836
First Citizens Bank & Trust
North Carolina
$53.8M +$2.14M +13,514 +5%
BIA
837
Biondo Investment Advisors
Pennsylvania
$53.7M +$49.8K +315 +0.1%
TCM
838
Twin Capital Management
Pennsylvania
$53.6M -$4.69M -29,654 -9%
HTHT
839
Hemenway Trust Hemenway Trust
New Hampshire
$53.5M -$430K -2,722 -0.9%
PP
840
Prudential plc
United Kingdom
$53.5M +$11M +69,785 +30%
HFM
841
Harvest Fund Management
China
$53.4M +$4.67M +29,559 +11%
RC
842
Roundview Capital
New Jersey
$53.4M +$409K +2,590 +0.9%
FC
843
Forte Capital
New York
$53.4M -$3.44M -21,755 -7%
VWM
844
Valley Wealth Managers
New Jersey
$53.3M -$1.7M -10,745 -3%
RF
845
Rollins Financial
Georgia
$53.2M +$47.4M +299,834 New
AUB
846
Atlantic Union Bankshares
Virginia
$53.2M -$1.71M -10,848 -3%
AAM
847
AR Asset Management
California
$53M -$153K -967 -0.3%
EWM
848
Empirical Wealth Management
Washington
$53M -$3.41M -21,553 -7%
VHAM
849
Van Hulzen Asset Management
California
$52.9M +$516K +3,266 +1%
KOCAA
850
Knights of Columbus Asset Advisors
Connecticut
$52.9M +$6.39M +40,459 +16%

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.