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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
AP
1401
Americana Partners
Texas
$24.8M +$6.25M +39,570 +40%
AWM
1402
Altavista Wealth Management
North Carolina
$24.7M +$115K +725 +0.5%
RIG
1403
Renaissance Investment Group
Massachusetts
$24.7M -$1.01M -6,378 -4%
WA
1404
Winfield Associates
Ohio
$24.7M +$17.1K +108 +0.1%
ICP
1405
Ironvine Capital Partners
Nebraska
$24.7M -$2.39M -15,092 -10%
PPW
1406
Parcion Private Wealth
Washington
$24.7M +$61.5K +389 +0.3%
IPW
1407
Inlet Private Wealth
Florida
$24.7M -$62K -392 -0.3%
VAS
1408
Valicenti Advisory Services
New York
$24.6M -$112K -709 -0.5%
FMWA
1409
Forvis Mazars Wealth Advisors
Missouri
$24.5M -$74.9K -474 -0.3%
RA
1410
RFG Advisory
Alabama
$24.5M +$1.02M +6,474 +5%
IIC
1411
Ironwood Investment Counsel
Arizona
$24.4M +$75.2K +476 +0.3%
MPI
1412
Mairs & Power Inc
Minnesota
$24.4M +$45.8K +290 +0.2%
SIMM
1413
Stillwater Investment Management (Minnesota)
Minnesota
$24.3M -$1.42M -8,981 -6%
WMSA
1414
Weiss Multi-Strategy Advisers
New York
$24.3M +$21.6M +136,914 New
SG
1415
Stonnington Group
California
$24.3M +$545K +3,451 +3%
IFWM
1416
Institute for Wealth Management
Colorado
$24.2M -$123K -779 -0.6%
NPT
1417
Nixon Peabody Trust
Massachusetts
$24.2M +$1.36M +8,577 +7%
BCB
1418
Brian C. Broderick
$24.2M -$376K -2,377 -2%
SB
1419
Strategic Blueprint
Georgia
$24.2M +$4.26M +26,984 +25%
MCA
1420
Millennium Capital Advisors
Arkansas
$24.2M +$21.5M +136,048 New
AWM
1421
Avior Wealth Management
Nebraska
$24.1M +$122K +773 +0.6%
CT
1422
Coastline Trust
Rhode Island
$24.1M +$429K +2,715 +2%
RCG
1423
Regatta Capital Group
California
$24.1M +$21.4M +135,595 New
QCM
1424
Quantinno Capital Management
New York
$24M +$21.4M +135,403 New
CL
1425
CIM LLC
New York
$24M -$2.34M -14,810 -9%

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.