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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
JIR
1051
James Investment Research
Ohio
$38.2M -$1.93M -12,193 -5%
TAIM
1052
Te Ahumairangi Investment Management
New Zealand
$38.1M -$6.29M -39,795 -16%
BCM
1053
Bridgeway Capital Management
Texas
$38.1M -$3.48M -22,000 -9%
CCM
1054
Campbell Capital Management
Florida
$38.1M -$588K -3,718 -2%
NC
1055
NZS Capital
Colorado
$38M +$947K +5,992 +3%
AF
1056
Alerus Financial
North Dakota
$38M -$15.1M -95,775 -31%
GIP
1057
Greatmark Investment Partners
Georgia
$38M -$185K -1,170 -0.5%
VWA
1058
V Wealth Advisors
Kansas
$37.9M +$112K +707 +0.3%
DAM
1059
Draper Asset Management
New York
$37.8M +$157K +996 +0.5%
CGL
1060
Clarius Group LLC
Washington
$37.8M -$2.14M -13,517 -6%
AHB
1061
Abner Herrman & Brock
New Jersey
$37.6M +$333K +2,109 +1%
SFP
1062
Sandbox Financial Partners
Maryland
$37.6M +$1.4M +8,836 +4%
CFGS
1063
Concourse Financial Group Securities
Alabama
$37.5M +$269K +1,701 +0.8%
SC
1064
Saybrook Capital
North Carolina
$37.4M +$547K +3,464 +2%
AAIM
1065
American Assets Investment Management
California
$37.3M
LPT
1066
Legacy Private Trust
Wisconsin
$37.2M +$670K +4,242 +2%
NIM
1067
Nicollet Investment Management
Minnesota
$37.1M -$933K -5,903 -3%
GI
1068
GAMCO Investors
Connecticut
$37.1M -$1.81M -11,464 -5%
FAT
1069
First American Trust
California
$37.1M +$678K +4,293 +2%
ESBC
1070
E.S. Barr & Co
Kentucky
$37.1M -$324K -2,050 -1%
MYLI
1071
Meiji Yasuda Life Insurance
Japan
$37M -$4.18M -26,466 -11%
SAS
1072
Sanford Advisory Services
Michigan
$37M -$63.5K -402 -0.2%
GAM
1073
Griffin Asset Management
New York
$37M -$2.44M -15,435 -7%
LMIM
1074
Lockheed Martin Investment Management
Maryland
$36.8M -$3.02M -19,100 -8%
TFS
1075
Thoroughbred Financial Services
Tennessee
$36.8M +$1.03M +6,539 +3%

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.