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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
HVIA
1351
Hudson Valley Investment Advisors
New York
$26.3M -$280K -1,769 -1%
NAM
1352
NTV Asset Management
West Virginia
$26.3M -$402K -2,546 -2%
SWM
1353
Segment Wealth Management
Texas
$26.2M +$1.36M +8,628 +6%
GJCM
1354
Grand Jean Capital Management
California
$26.2M +$3.15M +19,928 +16%
MFWM
1355
Motley Fool Wealth Management
Virginia
$26.2M -$6.32K -40 -0%
MIM
1356
Martin Investment Management
Florida
$26.1M -$3.78M -23,915 -14%
LA
1357
LVW Advisors
New York
$26.1M -$1.65M -10,425 -7%
AWP
1358
Ascent Wealth Partners
New York
$26.1M -$106K -671 -0.5%
IA
1359
IFG Advisory
Georgia
$26M -$343K -2,171 -1%
GWS
1360
Glassman Wealth Services
Virginia
$26M -$1.3M -8,195 -5%
ACM
1361
Ardent Capital Management
Ohio
$26M +$23.1M +146,218 New
BMO
1362
Beck Mack & Oliver
New York
$25.9M -$512K -3,237 -2%
SC
1363
Slow Capital
California
$25.9M +$68.1K +431 +0.3%
SACTSONJ
1364
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$25.7M -$1.75M -11,100 -7%
CA
1365
CoreCap Advisors
Michigan
$25.7M +$22.9M +144,845 New
AWA
1366
Arete Wealth Advisors
Illinois
$25.7M +$92.6K +586 +0.4%
AIM
1367
Arcadia Investment Management
Michigan
$25.7M -$567K -3,590 -2%
SCM
1368
Stonebridge Capital Management
California
$25.7M -$529K -3,348 -2%
YWP
1369
YorkBridge Wealth Partners
New York
$25.6M -$1.29M -8,163 -5%
DWT
1370
Dorsey & Whitney Trust
South Dakota
$25.6M +$896K +5,670 +4%
HCM
1371
Howland Capital Management
Massachusetts
$25.6M -$567K -3,587 -2%
WPP
1372
Whalerock Point Partners
Rhode Island
$25.6M +$208K +1,316 +0.9%
SCA
1373
Spearhead Capital Advisors
Florida
$25.5M +$283K +1,790 +1%
SAM
1374
Selway Asset Management
$25.5M -$320K -2,024 -1%
BAM
1375
Bosun Asset Management
Illinois
$25.5M +$22.7M +143,543 New

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.