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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
OHIS
1651
Oak Harvest Investment Services
Texas
$19.1M +$232K +1,467 +1%
ESB
1652
Essex Savings Bank
Connecticut
$19.1M -$125K -793 -0.7%
GD
1653
Grandfield & Dodd
New York
$19.1M -$37.9K -240 -0.2%
CPA
1654
Capital Planning Advisors
California
$19.1M +$231K +1,463 +1%
AAA
1655
Adams Asset Advisors
Texas
$19.1M -$833K -5,274 -5%
GLAM
1656
Gardner Lewis Asset Management
Pennsylvania
$19.1M -$568K -3,595 -3%
FFWA
1657
FRG Family Wealth Advisors
Washington
$19.1M -$1.19M -7,527 -7%
SCM
1658
Sterneck Capital Management
Missouri
$19M -$455K -2,877 -3%
BWM
1659
BNC Wealth Management
Oregon
$19M +$1.26M +7,946 +8%
EN1L
1660
Engine No 1 LLC
California
$19M +$3.5M +22,127 +26%
MW
1661
Marcum Wealth
Ohio
$18.9M +$1.08M +6,827 +7%
CAG
1662
Csenge Advisory Group
Florida
$18.9M -$871K -5,512 -4%
WAOTB
1663
Wealth Advisors of Tampa Bay
Florida
$18.9M +$8.12M +51,409 +94%
HWM
1664
HFR Wealth Management
New York
$18.8M +$87.9K +556 +0.5%
SWIG
1665
Strategic Wealth Investment Group
Kentucky
$18.8M +$734K +4,647 +5%
HW
1666
Hedeker Wealth
Illinois
$18.8M -$119K -751 -0.7%
VBFG
1667
Vishria Bird Financial Group
Tennessee
$18.8M +$246K +1,558 +1%
RC
1668
RBO & Co
California
$18.8M -$155K -980 -0.9%
PSP
1669
Principal Street Partners
Tennessee
$18.8M +$170K +1,074 +1%
TWA
1670
TCI Wealth Advisors
Arizona
$18.8M -$337K -2,130 -2%
WSC
1671
Wellington Shields & Co
New York
$18.7M +$1.23M +7,754 +8%
THWM
1672
Taylor Hoffman Wealth Management
Virginia
$18.7M -$531K -3,357 -3%
WC
1673
Westhampton Capital
North Carolina
$18.7M -$154K -973 -0.9%
WPW
1674
Warther Private Wealth
Ohio
$18.7M +$659K +4,167 +4%
GC
1675
GFG Capital
Florida
$18.7M +$117K +738 +0.7%

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.