We are live on ! Find out more

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
AFA
1426
Arlington Financial Advisors
California
$24M +$6.43M +40,663 +43%
HIC
1427
Harbor Island Capital
Massachusetts
$24M -$264K -1,672 -1%
BA
1428
Ballast Advisors
Minnesota
$23.9M -$661K -4,183 -3%
PO
1429
Private Ocean
California
$23.9M -$318K -2,012 -1%
SAM
1430
Sompo Asset Management
Japan
$23.9M -$868K -5,490 -4%
HIM
1431
Hotaling Investment Management
Pennsylvania
$23.9M +$497K +3,147 +2%
LBC
1432
Lawrence B. Cohen
$23.9M +$2.7M +17,065 +15%
AC
1433
Alley Company
Illinois
$23.9M +$140K +883 +0.7%
CAM
1434
Cozad Asset Management
Illinois
$23.8M -$539K -3,413 -2%
GEM
1435
Global Endowment Management
North Carolina
$23.8M +$21.2M +134,108 New
IMC Chicago
1436
IMC Chicago
Illinois
$23.8M +$7.4M +46,802 +54%
WCA
1437
Westover Capital Advisors
Delaware
$23.7M -$1.08M -6,825 -5%
FG
1438
Foster Group
Iowa
$23.7M +$296K +1,870 +1%
IA
1439
Insight Advisors
Pennsylvania
$23.7M -$842K -5,328 -4%
BWA
1440
Bordeaux Wealth Advisors
California
$23.7M +$3.57M +22,572 +20%
BMC
1441
Benin Management Corp
Connecticut
$23.6M -$209K -1,325 -1%
KCM
1442
Karp Capital Management
California
$23.6M +$560K +3,542 +3%
HCM
1443
Hollencrest Capital Management
California
$23.6M -$6.8K -43 -0%
AAM
1444
Augustine Asset Management
Florida
$23.5M +$18.8K +119 +0.1%
PS
1445
Pensionfund Sabic
Netherlands
$23.5M
ZDA
1446
Zweig-DiMenna Associates
New York
$23.4M -$94.8K -600 -0.5%
HCM
1447
Harvey Capital Management
Florida
$23.4M -$645K -4,080 -3%
GBT
1448
Grove Bank & Trust
Florida
$23.4M +$339K +2,148 +2%
DW
1449
Domani Wealth
Pennsylvania
$23.4M -$56.4K -357 -0.3%
WAP
1450
Wealthcare Advisory Partners
Pennsylvania
$23.4M -$595K -3,762 -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.