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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
PAI
951
Pittenger & Anderson Inc
Nebraska
$44M +$486K +3,077 +1%
MWM
952
Modera Wealth Management
New Jersey
$43.9M +$17.7M +112,099 +83%
TAM
953
Todd Asset Management
Kentucky
$43.6M -$9.03M -57,142 -19%
PAM
954
Palisade Asset Management
Minnesota
$43.6M -$195K -1,236 -0.5%
SBCM
955
Schwerin Boyle Capital Management
Massachusetts
$43.6M -$2.99M -18,900 -7%
HI
956
Harbour Investments
Wisconsin
$43.5M -$41.7M -263,805 -52%
EFM
957
E Fund Management
China
$43.5M -$4.5M -28,484 -10%
BWFA
958
Baltimore-Washington Financial Advisors
Maryland
$43.4M +$978K +6,189 +3%
RFMS
959
RWQ Financial Management Services
Florida
$43.3M +$1.1M +6,932 +3%
EWM
960
Endurance Wealth Management
Rhode Island
$43.2M -$1.87M -11,823 -5%
HT
961
Heritage Trust
Oklahoma
$43.1M -$227K -1,438 -0.6%
UBV
962
United Bank (Virginia)
Virginia
$43.1M -$937K -5,926 -2%
GIP
963
Granite Investment Partners
California
$43M -$318K -2,011 -0.8%
CIM
964
Corda Investment Management
Texas
$43M +$508K +3,212 +1%
TFA
965
Tobias Financial Advisors
Florida
$43M +$35.5M +224,325 +1,256%
HIM
966
HughesLittle Investment Management
$43M
CBTWT
967
Community Bank & Trust (Waco, Texas)
Texas
$42.9M -$920K -5,820 -2%
PTC
968
Private Trust Company
Ohio
$42.8M -$1.03M -6,496 -3%
TF
969
Tompkins Financial
New York
$42.8M -$925K -5,850 -2%
PDN
970
Pensionfund DSM Netherlands
Netherlands
$42.8M +$1.58M +10,000 +4%
FAM
971
Formidable Asset Management
Ohio
$42.6M -$5.51M -34,853 -13%
CHAM
972
Clear Harbor Asset Management
Connecticut
$42.6M -$36.5K -231 -0.1%
CIS
973
Connors Investor Services
Pennsylvania
$42.6M -$1.24M -7,851 -3%
IF
974
Ironwood Financial
Arizona
$42.5M -$3.16K -20 -0%
GAB
975
German American Bancorp
Indiana
$42.3M +$638K +4,040 +2%

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.