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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
PFS
1076
Physicians Financial Services
North Carolina
$36.6M -$206K -1,306 -0.6%
MMG
1077
Monetary Management Group
Missouri
$36.6M -$910K -5,755 -3%
FF
1078
FourThought Financial
Florida
$36.6M -$2.18M -13,804 -6%
OPS
1079
Orion Portfolio Solutions
Nebraska
$36.6M +$46.6K +295 +0.1%
NAMP
1080
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$36.6M +$90.9K +575 +0.3%
CCM
1081
Condor Capital Management
New Jersey
$36.5M -$164K -1,040 -0.5%
GIM
1082
Goelzer Investment Management
Indiana
$36.5M -$2.26M -14,279 -6%
SWA
1083
SFMG Wealth Advisors
Texas
$36.5M +$2.01M +12,734 +7%
1SB
1084
1ST Source Bank
Indiana
$36.5M -$430K -2,721 -1%
OA
1085
Oxbow Advisors
Texas
$36.4M +$589K +3,725 +2%
WIM
1086
Wittenberg Investment Management
Massachusetts
$36.2M -$1.86M -11,750 -5%
DLCIG
1087
D.L. Carlson Investment Group
New Hampshire
$36.2M -$217K -1,372 -0.7%
MCM
1088
Mitchell Capital Management
Kansas
$36.2M +$3.27M +20,665 +11%
CF
1089
Centaurus Financial
California
$36.1M +$406K +2,572 +1%
LSA
1090
L & S Advisors
California
$36.1M -$2.3M -14,540 -7%
TTWM
1091
TCV Trust & Wealth Management
Virginia
$36.1M +$366K +2,317 +1%
AC
1092
Addenda Capital
Quebec, Canada
$36M -$2.3M -14,531 -7%
CCFCSB
1093
Cape Cod Five Cents Savings Bank
Massachusetts
$35.9M -$1.1M -6,952 -3%
TNA
1094
True North Advisors
Texas
$35.9M +$2.2M +13,902 +7%
EW
1095
Evoke Wealth
California
$35.8M -$2.1M -13,285 -6%
RCAMU
1096
Rothschild & Co Asset Management US
Connecticut
$35.6M +$5.72M +36,169 +22%
RCM
1097
RNC Capital Management
California
$35.5M -$5M -31,624 -14%
PFA
1098
Paradigm Financial Advisors
Missouri
$35.5M -$1.23M -7,782 -4%
RIM
1099
Regent Investment Management
Kentucky
$35.3M +$426K +2,694 +1%
PIM
1100
Progressive Investment Management
Oregon
$35.3M -$1.01M -6,393 -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.