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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
CWM
1576
Concentrum Wealth Management
California
$20.6M +$11.4M +71,921 +163%
VV
1577
Verity & Verity
South Carolina
$20.6M -$4.56M -28,829 -20%
GIM
1578
Guardian Investment Management
California
$20.6M +$57.2K +362 +0.3%
OIA
1579
Optimum Investment Advisors
Illinois
$20.5M -$424K -2,681 -2%
MWM
1580
Marietta Wealth Management
Georgia
$20.5M -$241K -1,526 -1%
CCT
1581
Capital City Trust
Florida
$20.5M -$386K -2,441 -2%
CL
1582
Choreo LLC
Illinois
$20.4M +$2.24M +14,176 +14%
BOPW
1583
Brandywine Oak Private Wealth
Pennsylvania
$20.4M -$1.16M -7,342 -6%
CWM
1584
Cordatus Wealth Management
Pennsylvania
$20.4M +$18.2M +114,861 New
MFG
1585
Merit Financial Group
Georgia
$20.3M -$514K -3,251 -3%
CCM
1586
Copeland Capital Management
Pennsylvania
$20.3M +$293K +1,855 +2%
YIH
1587
Y-Intercept (HK)
Hong Kong
$20.3M +$14.8M +93,680 +450%
SC
1588
Searle & Co
Connecticut
$20.3M -$174K -1,100 -1%
PFA
1589
Pinnacle Family Advisors
Missouri
$20.3M +$5.53K +35 +0%
CWA
1590
Clarity Wealth Advisors
California
$20.3M -$173K -1,094 -0.9%
FEG
1591
Financial Enhancement Group
Indiana
$20.3M -$4.9K -31 -0%
WKWM
1592
Walter & Keenan Wealth Management
Indiana
$20.3M -$1.26M -7,948 -7%
SGA
1593
Strategic Global Advisors
California
$20.2M -$6.91M -43,747 -28%
HA
1594
Hamel Associates
New Jersey
$20.2M +$215K +1,360 +1%
FFG
1595
Frisch Financial Group
New York
$20.2M -$952K -6,021 -5%
IWA
1596
IBEX Wealth Advisors
New Jersey
$20.2M +$412K +2,607 +2%
EML
1597
Eos Management LP
New York
$20.2M
DCM
1598
Decatur Capital Management
Georgia
$20.1M -$216K -1,369 -1%
SG
1599
StoneX Group
New York
$20.1M +$1.89M +11,951 +12%
S
1600
SimplyRich
California
$20.1M -$32.4K -205 -0.2%

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.