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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
OWA
1101
Octavia Wealth Advisors
Ohio
$35.3M +$1.42M +8,969 +5%
VCA
1102
Verdence Capital Advisors
Maryland
$35.2M +$61.6K +390 +0.2%
TFO
1103
Tarbox Family Office
California
$35.1M -$2.8M -17,697 -8%
MCA
1104
Martin Capital Advisors
Texas
$35.1M +$31.3M +197,862 New
CA
1105
Cornerstone Advisory
Maryland
$35.1M -$1.26M -7,968 -4%
SAM
1106
SP Asset Management
California
$35M -$50.7K -321 -0.2%
MFW
1107
Meristem Family Wealth
Minnesota
$35M +$65.7K +416 +0.2%
AAS
1108
Annex Advisory Services
Wisconsin
$35M -$65K -411 -0.2%
PAM
1109
Premier Asset Management
Illinois
$35M -$8.85M -55,983 -22%
PJSIMP
1110
P.J. Schmidt Investment Management (PJS)
Wisconsin
$35M -$572K -3,622 -2%
PI
1111
PFS Investments
Georgia
$35M +$1.49M +9,413 +5%
AWA
1112
Arkadios Wealth Advisors
Georgia
$34.9M +$4.1M +25,947 +15%
TFS
1113
TrustCore Financial Services
Tennessee
$34.8M -$5.27M -33,341 -15%
EWM
1114
Elite Wealth Management
Washington
$34.8M -$1.33M -8,387 -4%
MWA
1115
Miller Wealth Advisors
Colorado
$34.7M +$30.9M +195,682 New
PWMAG
1116
Pinnacle Wealth Management Advisory Group
New Jersey
$34.7M +$10.9M +68,826 +54%
WCMN
1117
Westchester Capital Management (Nebraska)
Nebraska
$34.7M -$1.59M -10,056 -5%
BCP
1118
Blue Chip Partners
Michigan
$34.6M +$549K +3,475 +2%
RWA
1119
River Wealth Advisors
Pennsylvania
$34.5M +$1.1M +6,931 +4%
RP
1120
Rice Partnership
Hawaii
$34.5M +$497K +3,142 +2%
WA
1121
WP Advisors
California
$34.5M -$153K -968 -0.5%
RIA
1122
Realta Investment Advisors
Delaware
$34.5M +$372K +2,352 +1%
TGAM
1123
TBH Global Asset Management
Tennessee
$34.4M -$317K -2,005 -1%
AWE
1124
Avidian Wealth Enterprises
Texas
$34.4M -$25.2M -159,164 -45%
MF
1125
Montis Financial
Massachusetts
$34.3M -$853K -5,400 -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.