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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
SPC
1001
Stewart & Patten Company
California
$40.5M -$989K -6,257 -3%
CA
1002
CapWealth Advisors
Tennessee
$40.5M -$818K -5,179 -2%
LWM
1003
Laidlaw Wealth Management
New York
$40.4M -$724K -4,583 -2%
HI
1004
Hendershot Investments
Virginia
$40.3M +$3.44M +21,771 +11%
EWM
1005
Edge Wealth Management
New York
$40.2M +$778K +4,924 +2%
SRC
1006
Shufro Rose & Co
New York
$40.1M -$617K -3,906 -2%
IAN
1007
Integrated Advisors Network
Texas
$40.1M +$472K +2,986 +1%
TW
1008
Transform Wealth
Colorado
$40.1M -$67.8K -429 -0.2%
BFC
1009
Blue Fin Capital
Rhode Island
$40M -$435K -2,751 -1%
VSI
1010
Verde Servicos Internacionais
Brazil
$40M +$35.6M +225,298 New
BFIC
1011
Bedell Frazier Investment Counselling
California
$40M -$54.7K -346 -0.2%
GIA
1012
Gladstone Institutional Advisory
Florida
$40M +$3.36M +21,254 +10%
MCM
1013
Manchester Capital Management
Vermont
$39.9M -$35.3M -223,623 -50%
RPC
1014
Rossmore Private Capital
Connecticut
$39.9M -$194K -1,230 -0.5%
GAG
1015
GM Advisory Group
New York
$39.9M +$96.7K +612 +0.3%
FM
1016
Foster & Motley
Ohio
$39.9M -$349K -2,209 -1%
SS
1017
Simplicity Solutions
Minnesota
$39.9M +$17.2M +108,630 +94%
CA
1018
Callahan Advisors
Texas
$39.9M -$662K -4,187 -2%
SBL
1019
Sargent Bickham Lagudis
Colorado
$39.8M -$130K -820 -0.4%
MRCM
1020
M&R Capital Management
New Jersey
$39.8M -$1.59M -10,080 -4%
MGI
1021
MayTech Global Investments
New York
$39.8M -$198K -1,253 -0.6%
FHA
1022
Flagship Harbor Advisors
Massachusetts
$39.8M -$1.08M -6,826 -3%
CANC
1023
Culbertson A N & Co
Virginia
$39.7M -$831K -5,258 -2%
ALAM
1024
Asahi Life Asset Management
Japan
$39.6M +$380K +2,402 +1%
JA
1025
JLB & Associates
Michigan
$39.6M -$1.5M -9,480 -4%

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.