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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
SC
1326
Sepio Capital
Utah
$27.1M -$3.28M -20,783 -12%
AWM
1327
Avitas Wealth Management
California
$27.1M +$552K +3,494 +2%
MWM
1328
Madison Wealth Management
Ohio
$27M -$594K -3,756 -2%
WCF
1329
West Coast Financial
California
$27M -$525K -3,319 -2%
FC
1330
Fulcrum Capital
Washington
$26.9M +$173K +1,092 +0.7%
SFG
1331
SevenBridge Financial Group
Pennsylvania
$26.8M +$116K +731 +0.5%
BAS
1332
Brown Advisory Securities
Maryland
$26.8M -$9.31M -58,939 -28%
TAM
1333
Trust Asset Management
Texas
$26.8M
ECM
1334
ExodusPoint Capital Management
New York
$26.8M +$14.7M +93,266 +162%
MMPW
1335
Mitchell McLeod Pugh & Williams
Alabama
$26.8M +$442K +2,796 +2%
OMC
1336
Overbrook Management Corp
New York
$26.7M +$182K +1,150 +0.8%
BBNA
1337
Bremer Bank National Association
Minnesota
$26.7M -$923K -5,842 -4%
APP
1338
Avantax Planning Partners
Iowa
$26.7M -$35.1K -222 -0.1%
PAM
1339
Peak Asset Management
Colorado
$26.7M -$374K -2,366 -2%
PTB
1340
Pioneer Trust Bank
Oregon
$26.6M -$405K -2,565 -2%
SS
1341
Sunbelt Securities
Texas
$26.5M +$4.26M +26,943 +22%
HRC
1342
Hoertkorn Richard Charles
$26.5M -$100K -635 -0.4%
GWSG
1343
GPS Wealth Strategies Group
Colorado
$26.5M -$448K -2,836 -2%
PRA
1344
Pine Ridge Advisers
New York
$26.5M -$7.28M -46,090 -24%
QPWM
1345
Quadrant Private Wealth Management
Pennsylvania
$26.5M +$60.8K +385 +0.3%
WBC
1346
West Branch Capital
Massachusetts
$26.4M +$168K +1,062 +0.7%
BWA
1347
BDO Wealth Advisors
Florida
$26.4M +$24.2K +153 +0.1%
AF
1348
Arrow Financial
New York
$26.4M -$2.03M -12,826 -8%
TNBTD
1349
Trustmark National Bank Trust Department
Mississippi
$26.4M -$116K -736 -0.5%
HA
1350
Harbor Advisors
Florida
$26.4M

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.