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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
JAG
1276
Journey Advisory Group
Kentucky
$28.6M -$212K -1,341 -0.8%
EAM
1277
EULAV Asset Management
Florida
$28.6M -$4.43M -28,055 -15%
CWS
1278
Confluence Wealth Services
Pennsylvania
$28.6M +$25.4M +160,814 New
BIC
1279
Beach Investment Counsel
Pennsylvania
$28.5M -$463K -2,930 -2%
SN
1280
Sittner & Nelson
Oregon
$28.5M +$914K +5,785 +4%
AAM
1281
Azzad Asset Management
Virginia
$28.5M -$337K -2,132 -1%
SMC
1282
Smith, Moore & Co
Missouri
$28.5M +$1.8M +11,378 +8%
FC
1283
Ferris Capital
Massachusetts
$28.5M
GGS
1284
Galvin Gaustad & Stein
Arizona
$28.4M -$1.03M -6,532 -4%
DDPIC
1285
Deroy & Devereaux Private Investment Counsel
Michigan
$28.4M -$4.61M -29,200 -15%
HCM
1286
Hutchinson Capital Management
California
$28.3M -$112K -711 -0.4%
YL
1287
YCG LLC
Texas
$28.3M +$7.31M +46,227 +41%
LFG
1288
Lazard Frères Gestion
France
$28.3M -$1.69M -10,720 -6%
RP
1289
Rowlandmiller & Partners
Georgia
$28.3M +$19.1M +121,097 +257%
SCA
1290
Sage Capital Advisors
South Dakota
$28.2M -$132K -835 -0.5%
WAG
1291
Winthrop Advisory Group
Massachusetts
$28.2M -$528K -3,341 -2%
SCA
1292
Sander Capital Advisors
Washington
$28.2M -$2.2M -13,947 -8%
CNC
1293
Canandaigua National Corp
New York
$28.1M +$1.14M +7,229 +5%
GGHC
1294
Gilder Gagnon Howe & Co
New York
$28M -$6.33M -40,036 -20%
SNB
1295
Security National Bank
Nebraska
$28M -$521K -3,297 -2%
BDWM
1296
Brewin Dolphin Wealth Management
Ireland
$28M -$358K -2,263 -1%
AHC
1297
Anderson Hoagland & Co
Missouri
$27.9M +$1.11M +7,044 +4%
ANI
1298
American National Insurance
Texas
$27.9M -$151M -953,475 -86%
CHC
1299
City Holding Co
West Virginia
$27.9M -$126K -797 -0.5%
XF
1300
XML Financial
Maryland
$27.9M -$920K -5,824 -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.