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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
CPIA
1476
Cornell Pochily Investment Advisors
New York
$22.9M +$1.22M +7,696 +6%
ANBT
1477
American National Bank & Trust
Texas
$22.9M +$353K +2,231 +2%
PTP
1478
Platform Technology Partners
New York
$22.8M -$447K -2,828 -2%
MCC
1479
Money Concepts Capital
Florida
$22.8M +$20.3M +128,156 New
EAMA
1480
EFG Asset Management (Americas)
Florida
$22.7M +$1.96M +12,420 +11%
MSAM
1481
Moloney Securities Asset Management
Missouri
$22.7M +$573K +3,624 +3%
UAS
1482
United Asset Strategies
New York
$22.7M +$332K +2,100 +2%
BCM
1483
Barometer Capital Management
Ontario, Canada
$22.7M +$5.66M +35,790 +39%
BB
1484
Berkshire Bank
Massachusetts
$22.7M +$31.3K +198 +0.2%
KA
1485
Kercheville Advisors
Texas
$22.6M -$35.1K -222 -0.2%
APG
1486
Abacus Planning Group
South Carolina
$22.6M +$545K +3,450 +3%
Two Sigma Investments
1487
Two Sigma Investments
New York
$22.6M -$72.3M -457,292 -78%
SVWAG
1488
Sound View Wealth Advisors Group
Georgia
$22.6M -$320K -2,023 -2%
QPW
1489
Quantum Private Wealth
Florida
$22.6M +$20.1M +126,995 New
OFG
1490
Oxford Financial Group
Indiana
$22.5M +$1.59M +10,031 +9%
FIM
1491
Freedom Investment Management
Connecticut
$22.5M -$73.5K -465 -0.4%
M
1492
MOTCO
Texas
$22.5M -$996K -6,305 -5%
NCM
1493
Nelson Capital Management
California
$22.5M -$38.2K -242 -0.2%
MCP
1494
Mirador Capital Partners
California
$22.4M +$317K +2,006 +2%
CWM
1495
CMH Wealth Management
New Hampshire
$22.3M +$754K +4,772 +4%
SIM
1496
Sentry Investment Management
Wisconsin
$22.3M -$720K -4,555 -3%
SCM
1497
Soros Capital Management
New York
$22.3M +$19.9M +125,750 New
MAA
1498
Matrix Asset Advisors
New York
$22.3M -$56.6K -358 -0.3%
JWCA
1499
J.W. Coons Advisors
Ohio
$22.3M -$224K -1,415 -1%
CB
1500
Cadence Bank
Mississippi
$22.3M -$1.91M -12,077 -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.