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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
JWM
1201
Jackson Wealth Management
Florida
$31.3M +$115K +725 +0.4%
CP
1202
Cumberland Partners
Ontario, Canada
$31.3M +$2.92M +18,466 +12%
HR
1203
Howe & Rusling
New York
$31.2M -$1.76M -11,141 -6%
DGAM
1204
Desjardins Global Asset Management
Quebec, Canada
$31.2M +$27.8M +175,932 New
CFA
1205
Capstone Financial Advisors
Illinois
$31.2M -$56.9K -360 -0.2%
WA
1206
WestEnd Advisors
North Carolina
$31.2M +$27.8M +175,693 New
MWA
1207
Monograph Wealth Advisors
California
$31.2M +$27.8M +175,660 New
AWAG
1208
ARS Wealth Advisors Group
Florida
$31.2M -$554K -3,504 -2%
WPC
1209
Waters Parkerson & Co
Louisiana
$30.9M -$307K -1,943 -1%
OSIA
1210
O'Shares Investment Advisers
Massachusetts
$30.9M +$2M +12,675 +8%
SFM
1211
Signet Financial Management
New Jersey
$30.9M -$549K -3,471 -2%
FNFDCM
1212
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$30.9M -$1.27M -8,063 -4%
CCM
1213
Conway Capital Management
California
$30.9M +$787K +4,980 +3%
CPIG
1214
Chicago Partners Investment Group
Illinois
$30.9M +$142K +896 +0.5%
SAM
1215
Sabadell Asset Management
Spain
$30.8M -$3.59M -22,722 -11%
KWA
1216
KCS Wealth Advisory
California
$30.8M -$119K -750 -0.4%
MAM
1217
Madison Asset Management
Wisconsin
$30.8M -$836K -5,289 -3%
VNA
1218
Valley National Advisers
Pennsylvania
$30.8M -$25.6K -162 -0.1%
GL
1219
Graypoint LLC
New York
$30.8M +$413K +2,614 +2%
KF
1220
Krilogy Financial
Missouri
$30.7M +$1.23M +7,779 +5%
CBB
1221
Citizens Business Bank
California
$30.7M +$438K +2,769 +2%
NG
1222
Northstar Group
New York
$30.7M +$747K +4,727 +3%
SCM
1223
Schnieders Capital Management
California
$30.6M +$869K +5,500 +3%
GAM
1224
Guinness Asset Management
United Kingdom
$30.5M +$1.33M +8,404 +5%
NPF
1225
Norris Perne & French
Michigan
$30.5M -$873K -5,525 -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.