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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
RPWA
1601
Regent Peak Wealth Advisors
Georgia
$20M +$192K +1,214 +1%
BG
1602
Bollard Group
Massachusetts
$20M +$26.1K +165 +0.1%
TWMP
1603
Taylor Wealth Management Partners
Massachusetts
$20M -$324K -2,049 -2%
CI
1604
Carroll Investors
South Carolina
$20M +$17.9M +113,118 New
AFAS
1605
Acorn Financial Advisory Services
Virginia
$20M -$15.7M -99,365 -47%
ETI
1606
Enterprise Trust & Investment
California
$19.9M -$482K -3,050 -3%
SFS
1607
Searcy Financial Services
Kansas
$19.9M +$8.56M +54,179 +93%
PCMK
1608
Paragon Capital Management (Kansas)
Kansas
$19.9M -$1.36M -8,626 -7%
ERWM
1609
Elk River Wealth Management
Colorado
$19.9M -$85.2K -539 -0.5%
CPO
1610
Cerity Partners OCIO
New York
$19.9M +$438K +2,774 +3%
CFG
1611
Cooper Financial Group
California
$19.9M -$5.66M -35,801 -24%
ARMC
1612
American Research & Management Company
Massachusetts
$19.9M -$263K -1,665 -1%
RWP
1613
Ridgecrest Wealth Partners
California
$19.9M +$527K +3,336 +3%
FM
1614
Family Management
New York
$19.9M +$147K +932 +0.8%
GC
1615
Garde Capital
Washington
$19.9M -$434K -2,745 -2%
BL
1616
BFSG LLC
California
$19.8M -$86.9K -550 -0.5%
BRC
1617
Bell Rock Capital
Delaware
$19.8M +$17.4M +110,185 New
VW
1618
Vantage Wealth
California
$19.8M +$508K +3,214 +3%
VWM
1619
Venturi Wealth Management
Texas
$19.8M +$366K +2,313 +2%
NC
1620
NBW Capital
Massachusetts
$19.8M -$240K -1,520 -1%
HIP
1621
Harrell Investment Partners
Texas
$19.8M +$99.2K +628 +0.6%
PHS
1622
Pekin Hardy Strauss
Illinois
$19.7M -$150K -947 -0.8%
RCA
1623
Riverview Capital Advisers
Massachusetts
$19.7M +$17.5M +110,791 New
BMWM
1624
Brown Miller Wealth Management
Virginia
$19.7M -$712K -4,504 -4%
BO
1625
Bank OZK
Arkansas
$19.6M -$347K -2,195 -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.