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
CCM
1701
Consolidated Capital Management
California
$18.3M -$136K -860 -0.8%
AIA
1702
AIMZ Investment Advisors
California
$18.3M +$19.1K +121 +0.1%
WFG
1703
Wills Financial Group
Virginia
$18.3M -$25.3K -160 -0.2%
VAS
1704
Vestmark Advisory Solutions
Massachusetts
$18.2M +$765K +4,838 +5%
IP
1705
Ignite Planners
California
$18.2M +$16.9M +106,728 New
GCA
1706
Gradient Capital Advisors
California
$18.1M +$16.9K +107 +0.1%
JEST
1707
JTC Employer Solutions Trustee
Jersey
$18.1M +$108K +683 +0.7%
PWM
1708
Paulson Wealth Management
Illinois
$18M -$44.3K -280 -0.3%
SF
1709
Summit Financial
New Jersey
$18M +$2.48M +15,665 +18%
CWM
1710
C2C Wealth Management
Arizona
$17.9M +$16M +100,961 New
1WA
1711
180 Wealth Advisors
Washington
$17.9M -$322K -2,040 -2%
GAM
1712
Gemmer Asset Management
California
$17.9M -$1.23M -7,769 -7%
BWP
1713
BSW Wealth Partners
Colorado
$17.9M +$2.11M +13,339 +15%
NFSG
1714
Newbridge Financial Services Group
Florida
$17.9M +$4.45M +28,128 +39%
BCM
1715
Bienville Capital Management
New York
$17.9M +$1.58M +10,000 +11%
TCOO
1716
Trust Company of Oklahoma
Oklahoma
$17.8M -$930K -5,886 -6%
TI
1717
Trexquant Investment
Connecticut
$17.8M +$981K +6,207 +7%
JWM
1718
Jeppson Wealth Management
California
$17.8M -$262K -1,658 -2%
ECG
1719
Edge Capital Group
Georgia
$17.8M -$168K -1,066 -1%
ERIC
1720
Eagle Rock Investment Company
Georgia
$17.8M +$15.8M +100,006 New
VCM
1721
Voleon Capital Management
California
$17.8M +$15.8M +100,000 New
HPIA
1722
Hamilton Point Investment Advisors
North Carolina
$17.7M +$2.53K +16 +0%
FC
1723
Fusion Capital
South Carolina
$17.7M +$219K +1,388 +1%
SCM
1724
Southport Capital Management
Tennessee
$17.7M +$6.9M +43,681 +78%
WIS
1725
Wright Investors Service
Connecticut
$17.7M -$2.39M -15,151 -13%

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.