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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
CFMC
1751
Curbstone Financial Management Corp
New Hampshire
$17M -$862K -5,455 -5%
MFA
1752
Mayflower Financial Advisors
Massachusetts
$17M +$807K +5,106 +5%
AM
1753
Atwater Malick
Pennsylvania
$16.9M -$598K -3,785 -4%
SLT
1754
St Louis Trust
Missouri
$16.9M +$10.6M +67,093 +239%
IFA
1755
Index Fund Advisors
California
$16.8M +$15M +94,726 New
BONST
1756
Bank of Nova Scotia Trust
Ontario, Canada
$16.8M -$611K -3,869 -4%
DI
1757
Diligent Investors
California
$16.8M +$1.55M +9,836 +12%
FPB
1758
First PREMIER Bank
South Dakota
$16.7M -$161K -1,016 -1%
SAM
1759
Smithbridge Asset Management
Pennsylvania
$16.7M -$326K -2,065 -2%
TLCM
1760
Twin Lakes Capital Management
California
$16.7M +$12.3K +78 +0.1%
CFD
1761
Creative Financial Designs
Indiana
$16.7M +$1.06M +6,699 +8%
RDWM
1762
Red Door Wealth Management
Tennessee
$16.7M +$830K +5,250 +6%
MAP
1763
Managed Asset Portfolios
Michigan
$16.7M +$66.8K +423 +0.5%
NCGI
1764
Next Century Growth Investors
Minnesota
$16.6M +$1.64M +10,353 +12%
AWM
1765
Aries Wealth Management
Maine
$16.6M -$432K -2,732 -3%
MCCP
1766
Mission Creek Capital Partners
California
$16.6M -$594K -3,756 -4%
MSS
1767
Mitchell Sinkler & Starr
Pennsylvania
$16.6M +$9.32M +58,966 +170%
KFI
1768
Key Financial Inc
Pennsylvania
$16.6M +$1.63M +10,326 +12%
AA
1769
Aire Advisors
California
$16.5M +$14.7M +93,057 New
BCA
1770
Bay Colony Advisors
Massachusetts
$16.5M +$484K +3,064 +3%
AT
1771
Arden Trust
Delaware
$16.4M -$1.19M -7,518 -8%
BAM
1772
Brave Asset Management
New Jersey
$16.4M -$73.3K -464 -0.5%
RMAM
1773
Raab & Moskowitz Asset Management
New Jersey
$16.4M +$19.1K +121 +0.1%
ISB
1774
Iowa State Bank
Iowa
$16.4M +$847K +5,358 +6%
PFGIA
1775
Patriot Financial Group Insurance Agency
Massachusetts
$16.4M -$1.73M -10,924 -11%

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.