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
QIM
1551
Quantitative Investment Management
Virginia
$21M +$6.08M +38,469 +48%
BRA
1552
Biechele Royce Advisors
Indiana
$21M -$331K -2,093 -2%
GFS
1553
GYL Financial Synergies
Connecticut
$21M +$1.23M +7,802 +7%
AGAM
1554
Avalon Global Asset Management
California
$21M -$2.58M -16,300 -12%
SMG
1555
Spectrum Management Group
Indiana
$21M -$620K -3,923 -3%
CAAS
1556
Capital Asset Advisory Services
Michigan
$21M -$1.49M -9,437 -7%
MJP
1557
Michael J. Puzo
$21M +$2.69K +17 +0%
BFA
1558
Benedict Financial Advisors
Georgia
$21M -$859K -5,438 -4%
NAMM
1559
NorthStar Asset Management (Massachusetts)
Massachusetts
$20.9M +$336K +2,127 +2%
VIA
1560
Vident Investment Advisory
Georgia
$20.9M +$310K +1,962 +2%
MSFS
1561
Main Street Financial Solutions
Pennsylvania
$20.9M +$248K +1,568 +1%
EIM
1562
Essex Investment Management
Massachusetts
$20.9M -$97.5K -617 -0.5%
S
1563
Seeyond
France
$20.8M -$1.75M -11,049 -9%
FA
1564
FDx Advisors
Illinois
$20.8M -$1.4M -8,866 -7%
ARC
1565
Advisor Resource Council
Texas
$20.7M +$14M +88,553 +314%
RTS
1566
Round Table Services
New Jersey
$20.7M -$544K -3,445 -3%
SW
1567
SkyOak Wealth
Michigan
$20.7M -$63.8K -404 -0.3%
HIP
1568
HUB Investment Partners
Texas
$20.7M -$891K -5,635 -5%
PCA
1569
Peddock Capital Advisors
Massachusetts
$20.7M -$165K -1,047 -0.9%
BONH
1570
Bank of New Hampshire
New Hampshire
$20.7M +$768K +4,859 +4%
9WM
1571
9258 Wealth Management
Ohio
$20.7M -$66.7K -422 -0.4%
BCM
1572
Blume Capital Management
California
$20.6M +$49K +310 +0.3%
FWP
1573
FAS Wealth Partners
Kansas
$20.6M -$1.02M -6,430 -5%
CCMW
1574
Cypress Capital Management (Wyoming)
Wyoming
$20.6M +$31.4K +199 +0.2%
PP
1575
PDS Planning
Ohio
$20.6M +$10.9M +69,193 +148%

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.