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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
CCM
1501
Crossvault Capital Management
Texas
$22.2M +$281K +1,779 +1%
LRI
1502
Linden Rose Investment
Texas
$22.2M +$14.9M +94,218 +306%
AWM
1503
Absher Wealth Management
North Carolina
$22.2M +$11.1K +70 +0.1%
B
1504
Bellecapital
Switzerland
$22.2M +$71K +449 +0.4%
SSI
1505
Scott & Selber Inc
Texas
$22.1M -$72.5K -459 -0.4%
G
1506
GenTrust
Florida
$22.1M -$140K -886 -0.7%
WA
1507
Wealth Architects
California
$22.1M -$581K -3,679 -3%
WTFG
1508
Wells Trecaso Financial Group
Ohio
$22.1M -$752K -4,759 -4%
TCM
1509
Tufton Capital Management
Maryland
$22M -$12.3K -78 -0.1%
RWM
1510
Rench Wealth Management
Texas
$22M -$737K -4,665 -4%
PVH
1511
Psagot Value Holdings
Israel
$22M -$6.93M -43,857 -26%
BCM
1512
Buckhead Capital Management
Georgia
$22M +$59.1K +374 +0.3%
SMH
1513
Sanders Morris Harris
Texas
$22M -$236K -1,492 -1%
FPS
1514
Fieldpoint Private Securities
Connecticut
$21.9M +$1.38M +8,757 +8%
SFG
1515
Sowa Financial Group
Rhode Island
$21.9M +$429K +2,715 +2%
AFP
1516
Ausdal Financial Partners
Iowa
$21.9M -$595K -3,765 -3%
GFP
1517
Gryphon Financial Partners
Ohio
$21.8M +$349K +2,207 +2%
KWMG
1518
King Wealth Management Group
Florida
$21.8M -$474 -3 -0%
PWW
1519
Pettyjohn Wood & White
Virginia
$21.8M -$292K -1,845 -1%
CS
1520
Comerica Securities
Michigan
$21.7M -$433K -2,737 -2%
BP
1521
Broadleaf Partners
Ohio
$21.7M -$136K -863 -0.7%
MPM
1522
MBB Public Markets
Illinois
$21.6M +$19.2M +121,707 New
CAN
1523
Claraphi Advisory Network
United States
$21.6M -$2.33M -14,748 -11%
SMFG
1524
Sumitomo Mitsui Financial Group
Japan
$21.6M +$815K +5,154 +4%
CCP
1525
Clarkston Capital Partners
Michigan
$21.5M +$9.08M +57,439 +90%

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.