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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
QCG
1176
Quadrant Capital Group
Ohio
$32.3M +$1.41M +8,894 +5%
DBT
1177
Dubuque Bank & Trust
Iowa
$32.2M -$2.47M -15,639 -8%
RSVP
1178
Ramsay Stattman Vela & Price
Colorado
$32.2M -$533K -3,371 -2%
FHB
1179
First Hawaiian Bank
Hawaii
$32.2M -$1.11M -7,001 -4%
JAM
1180
JCIC Asset Management
Ontario, Canada
$32.1M -$207K -1,310 -0.7%
SAM
1181
Secure Asset Management
Michigan
$32M -$1.39M -8,817 -5%
NGA
1182
Naples Global Advisors
Florida
$32M -$109K -690 -0.4%
IG
1183
Ithaka Group
Virginia
$32M +$5.18M +32,792 +22%
FSA
1184
Fort Sheridan Advisors
Illinois
$31.9M +$838K +5,304 +3%
IF
1185
Intrua Financial
Texas
$31.9M +$287K +1,819 +1%
KA
1186
Klingman & Associates
New York
$31.8M +$1.07M +6,747 +4%
B
1187
BetterWealth
California
$31.8M +$28.3M +178,854 New
BFG
1188
Berger Financial Group
Minnesota
$31.7M +$15.1M +95,831 +116%
1IA
1189
1834 Investment Advisors
Wisconsin
$31.7M -$383K -2,422 -1%
SFFS
1190
Stonehage Fleming Financial Services
Jersey
$31.6M +$65.1K +412 +0.2%
FRA
1191
Front Row Advisors
California
$31.6M +$82.7K +523 +0.3%
PCM
1192
Princeton Capital Management
New Jersey
$31.6M +$35.7K +226 +0.1%
GLA
1193
Good Life Advisors
Pennsylvania
$31.6M -$2.46M -15,564 -8%
IIA
1194
IPG Investment Advisors
California
$31.6M -$30.7M -194,417 -92%
CA
1195
Continuum Advisory
Idaho
$31.5M +$3.56M +22,557 +12%
MWM
1196
Minot Wealth Management
Massachusetts
$31.5M -$214K -1,354 -0.8%
CC
1197
Cadinha & Co
Hawaii
$31.5M -$2.35M -14,900 -8%
JFGIW
1198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.5M -$634K -4,010 -2%
LCM
1199
Laurion Capital Management
New York
$31.4M +$27.9M +176,796 New
BDF
1200
Balasa Dinverno & Foltz
$31.4M +$945K +5,979 +4%

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.