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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
EVM
1026
Evelyn V. Moreno
$39.5M +$2.27M +14,375 +7%
Wealth Enhancement Advisory Services
1027
Wealth Enhancement Advisory Services
Minnesota
$39.5M -$1.91M -12,084 -5%
GG
1028
Greenwood Gearhart
Arkansas
$39.5M +$807K +5,104 +2%
TYCC
1029
Texas Yale Capital Corp
Florida
$39.5M +$3.98M +25,201 +13%
Harris Associates
1030
Harris Associates
Illinois
$39.4M -$2.13M -13,458 -6%
AAP
1031
Aristotle Atlantic Partners
Florida
$39.3M +$5.92M +37,436 +20%
EWM
1032
Executive Wealth Management
Michigan
$39.3M +$1.15M +7,292 +3%
PA
1033
PFG Advisors
Arizona
$39.1M +$1.53M +9,700 +5%
TCOT
1034
Trust Company of Toledo
Ohio
$39M -$151K -955 -0.4%
TGCMU
1035
Titan Global Capital Management USA
New York
$39M +$6.85M +43,342 +25%
BP
1036
Ballentine Partners
Massachusetts
$39M +$1.17M +7,430 +4%
BFG
1037
Bouchey Financial Group
New York
$38.9M +$7.26M +45,938 +27%
TMAM
1038
Tokio Marine Asset Management
Japan
$38.9M +$1.86M +11,760 +6%
WC
1039
Woodstock Corp
Massachusetts
$38.8M -$136K -863 -0.4%
BFA
1040
Bragg Financial Advisors
North Carolina
$38.7M
HH
1041
Hilltop Holdings
Texas
$38.7M -$2.82M -17,816 -8%
RWA
1042
Ropes Wealth Advisors
Massachusetts
$38.7M -$4.55M -28,802 -12%
SGK
1043
Steigerwald Gordon & Koch
Virginia
$38.7M -$558K -3,533 -2%
CGI
1044
Comgest Global Investors
France
$38.6M +$184K +1,166 +0.5%
KFGK
1045
Keystone Financial Group (Kentucky)
Kentucky
$38.6M -$1.83M -11,584 -5%
SGI
1046
Summit Global Investments
Utah
$38.4M +$443K +2,801 +1%
AF
1047
Advisornet Financial
Minnesota
$38.3M -$528K -3,338 -2%
JPMIA
1048
J.P. Marvel Investment Advisors
Massachusetts
$38.3M +$34.1M +215,704 New
KFS
1049
Kurt F. Somerville
$38.3M -$1.55M -9,809 -4%
SGM
1050
Skye Global Management
Florida
$38.3M +$8.53M +54,000 +33%

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.