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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
WTB
976
Washington Trust Bank
Washington
$42.3M -$414K -2,620 -1%
AC
977
Abbrea Capital
California
$42.2M +$315K +1,996 +0.8%
Fiera Capital (Canada)
978
Fiera Capital (Canada)
Quebec, Canada
$41.9M -$2.55M -16,116 -6%
PNAA
979
Pictet North America Advisors
Switzerland
$41.8M +$382K +2,418 +1%
AC
980
Avestar Capital
New York
$41.8M -$148K -935 -0.4%
BCM
981
BTC Capital Management
Iowa
$41.8M +$113K +716 +0.3%
KLWA
982
Kelly Lawrence W & Associates
California
$41.8M -$360K -2,279 -1%
ST
983
Spinnaker Trust
Maine
$41.7M -$204K -1,293 -0.5%
WAM
984
Winslow Asset Management
Ohio
$41.6M -$222K -1,406 -0.6%
KJHP
985
K.J. Harrison & Partners
Ontario, Canada
$41.5M -$780K -4,936 -2%
WPW
986
Waldron Private Wealth
Pennsylvania
$41.4M -$354K -2,238 -1%
PDM
987
Penn Davis McFarland
Texas
$41.4M -$478K -3,025 -1%
NB
988
NBT Bank
New York
$41.4M -$621K -3,931 -2%
DLA
989
Douglas Lane & Associates
New York
$41.4M +$233K +1,472 +0.6%
ET
990
Equitable Trust
Tennessee
$41.2M +$1.01M +6,366 +3%
BA
991
Bristlecone Advisors
Washington
$41.2M -$2.56M -16,206 -7%
FFN
992
Focus Financial Network
Minnesota
$41.1M +$3.13M +19,806 +9%
MFM
993
MD Financial Management
Ontario, Canada
$41.1M -$990K -6,267 -3%
BP
994
BBR Partners
New York
$41M -$10M -63,247 -22%
CCG
995
Cypress Capital Group
Florida
$41M +$938K +5,938 +3%
BWM
996
Buckley Wealth Management
Nevada
$40.9M -$1.82M -11,496 -5%
AI
997
Accredited Investors
Minnesota
$40.8M -$1.52M -9,638 -4%
BWM
998
Brickley Wealth Management
California
$40.8M +$111K +704 +0.3%
PWAG
999
Polaris Wealth Advisory Group
California
$40.8M +$553K +3,502 +2%
MSE
1000
MUFG Securities EMEA
United Kingdom
$40.6M -$182M -1,152,511 -83%

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.