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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
IA
876
IndexIQ Advisors
New York
$49.6M -$2M -12,662 -4%
KPW
877
Kore Private Wealth
New York
$49.6M -$9.05M -57,243 -17%
BCAM
878
Boston Common Asset Management
Massachusetts
$49.5M -$1.03M -6,528 -2%
MWM
879
Meridian Wealth Management
Kentucky
$49.4M +$658K +4,162 +2%
VI
880
Vestcor Inc
New Brunswick, Canada
$49.2M -$4.61M -29,142 -10%
AA
881
Apriem Advisors
California
$49.1M -$110K -696 -0.3%
ACP
882
Aviance Capital Partners
Florida
$49.1M -$104K -660 -0.2%
AT
883
Arvest Trust
Oklahoma
$49M +$43.6M +276,140 New
EF
884
Empirical Finance
Pennsylvania
$49M +$11M +69,784 +34%
SWA
885
SOA Wealth Advisors
New York
$49M -$1.71M -10,823 -4%
OPCM
886
Osborne Partners Capital Management
California
$48.9M -$243K -1,538 -0.6%
Edgewood Management
887
Edgewood Management
Connecticut
$48.9M -$11.2M -70,609 -20%
CRB
888
Chad R. Baker
$48.9M -$1.36M -8,600 -3%
FQ
889
First Quadrant
California
$48.7M -$162K -1,023 -0.4%
BC
890
Blackhill Capital
New Jersey
$48.6M
RMC
891
Resources Management Corp
Connecticut
$48.5M -$2.23M -14,129 -5%
OCM
892
Oribel Capital Management
New York
$48.4M +$10.4M +65,600 +32%
SFO
893
Stokes Family Office
Louisiana
$48.4M +$329K +2,083 +0.8%
WAS
894
Wesleyan Assurance Society
United Kingdom
$48.3M -$427K -2,700 -1%
AW
895
ACG Wealth
Georgia
$48.3M -$6.32M -40,003 -13%
WB
896
Webster Bank
Connecticut
$48.3M -$1.69M -10,690 -4%
DHFB
897
Dixon Hubard Feinour & Brown
Virginia
$48.2M +$6.72M +42,546 +19%
TC
898
Telemus Capital
Michigan
$48.1M -$306K -1,934 -0.7%
HF
899
HRT Financial
New York
$48.1M +$42.8M +270,972 New
FNT
900
First Nebraska Trust
Nebraska
$47.9M -$1.14M -7,192 -3%

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.