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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
DP
926
DDD Partners
Washington
$45.7M -$6.65M -42,050 -14%
IRF
927
IBM Retirement Fund
New York
$45.6M -$29.5M -186,471 -42%
GFA
928
Gifford Fong Associates
California
$45.5M
LSPW
929
Lake Street Private Wealth
Illinois
$45.5M +$5.24M +33,134 +15%
FM
930
Freemont Management
Switzerland
$45.2M
FMC
931
First Merchants Corp
Indiana
$45.2M -$2.19M -13,844 -5%
FWP
932
Falcon Wealth Planning
California
$45.1M +$462K +2,924 +1%
EP
933
Edgestream Partners
New Jersey
$45.1M +$40.2M +254,152 New
JMFC
934
J.M. Forbes & Co
Massachusetts
$45.1M +$49.1K +311 +0.1%
ACA
935
Anchor Capital Advisors
Massachusetts
$45.1M -$1.24M -7,859 -3%
FG
936
Fiduciary Group
Georgia
$44.9M -$282K -1,782 -0.7%
FTDI
937
First Trust Direct Indexing
Massachusetts
$44.9M -$728K -4,609 -2%
BIM
938
Bridgecreek Investment Management
Oklahoma
$44.9M -$479K -3,030 -1%
BPM
939
Bowling Portfolio Management
Ohio
$44.7M -$618K -3,912 -2%
BAM
940
Berkshire Asset Management
Pennsylvania
$44.7M +$1.5M +9,506 +4%
AII
941
AGF Investments Inc
Ontario, Canada
$44.6M -$153K -969 -0.4%
AMCA
942
Arthur M. Cohen & Associates
Illinois
$44.4M -$1.29M -8,176 -3%
MCM
943
McKinley Capital Management
Alaska
$44.4M -$535K -3,383 -1%
ETC
944
Exchange Traded Concepts
Oklahoma
$44.4M +$28.6M +180,764 +262%
RWP
945
RWA Wealth Partners
Massachusetts
$44.3M +$414K +2,620 +1%
Koshinski Asset Management
946
Koshinski Asset Management
Illinois
$44.3M -$1.43M -9,065 -4%
ACM
947
Aljian Capital Management
Nevada
$44.3M +$1.85M +11,720 +5%
PCIA
948
Prime Capital Investment Advisors
Kansas
$44.1M +$6.89M +43,599 +21%
PGIM
949
Pacific Global Investment Management
California
$44M +$612K +3,873 +2%
HT
950
HighTower Trust
Texas
$44M +$506K +3,202 +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.