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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
VWA
1151
Visionary Wealth Advisors
Illinois
$33.3M +$29.6M +187,606 New
GIA
1152
GHP Investment Advisors
Colorado
$33.3M -$787K -4,981 -3%
B
1153
Brightworth
Georgia
$33.2M -$121K -763 -0.4%
BLAM
1154
Bourne Lent Asset Management
New York
$33.2M -$19.8K -125 -0.1%
WA
1155
Wealth Alliance
New York
$33.1M -$32.2K -204 -0.1%
LWM
1156
Lyell Wealth Management
California
$33.1M +$88.3K +559 +0.3%
DWM
1157
Dorchester Wealth Management
Quebec, Canada
$33M +$3.51M +22,237 +14%
ATPW
1158
Ashton Thomas Private Wealth
Arizona
$33M +$12M +76,133 +69%
PCA
1159
Pallas Capital Advisors
Massachusetts
$33M +$123K +777 +0.4%
WSCM
1160
Wellington Shields Capital Management
New York
$33M +$953K +6,033 +3%
AAM
1161
Autus Asset Management
Arizona
$32.9M -$533K -3,373 -2%
MIP
1162
Marietta Investment Partners
Wisconsin
$32.9M -$72.1K -456 -0.2%
CWM
1163
Cabot Wealth Management
Massachusetts
$32.9M -$73.6K -466 -0.3%
BC
1164
Belmont Capital
California
$32.8M -$2.04M -12,904 -7%
MMC
1165
Mizuho Markets Cayman
Cayman Islands
$32.8M -$29.5M -186,349 -50%
STA
1166
Summit Trail Advisors
New York
$32.8M +$3.7M +23,443 +15%
SVCP
1167
Silicon Valley Capital Partners
California
$32.6M +$673K +4,256 +2%
WI
1168
Wahed Invest
New York
$32.6M +$29.1M +183,822 New
WP
1169
WealthSource Partners
California
$32.5M -$1.41M -8,928 -5%
KC
1170
Knuff & Co
California
$32.4M +$1.14M +7,241 +4%
RCP
1171
Rothschild Capital Partners
New York
$32.4M -$656K -4,151 -2%
CI
1172
Conning Inc
Connecticut
$32.3M -$4.02M -25,461 -12%
PIM
1173
Penobscot Investment Management
Massachusetts
$32.3M -$613K -3,877 -2%
TCM
1174
Thames Capital Management
New Jersey
$32.3M -$91.5K -579 -0.3%
MBTD
1175
Mechanics Bank - Trust Department
California
$32.3M -$1.02M -6,445 -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.