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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
MIM
1826
Moseley Investment Management
Florida
$15.5M +$1.47M +9,275 +12%
LD
1827
Lipe & Dalton
New York
$15.5M -$60.1K -380 -0.4%
UCMOK
1828
United Capital Management of KS
Kansas
$15.5M +$48.4K +306 +0.4%
SCP
1829
Silverleafe Capital Partners
Tennessee
$15.5M -$124K -785 -0.9%
WA
1830
Waverly Advisors
Alabama
$15.4M -$142K -896 -1%
AMAL
1831
Asset Management Advisors LLC
Oklahoma
$15.4M -$39.7K -251 -0.3%
SIM
1832
Sadoff Investment Management
Wisconsin
$15.3M +$161K +1,020 +1%
KFA
1833
Kelleher Financial Advisors
New York
$15.3M -$3.4M -21,491 -19%
DMBA
1834
Deseret Mutual Benefit Administrators
Utah
$15.3M +$319K +2,017 +2%
ZIG
1835
Zuckerman Investment Group
Illinois
$15.3M +$101K +637 +0.7%
FMB
1836
Field & Main Bank
Kentucky
$15.3M +$1.08M +6,830 +9%
HH
1837
HWG Holdings
Texas
$15.3M +$13.6M +86,199 New
MCM
1838
Monarch Capital Management
Indiana
$15.3M +$200K +1,268 +1%
MVA
1839
Mount Vernon Associates
Maryland
$15.3M -$249K -1,575 -2%
TIA
1840
Traphagen Investment Advisors
New Jersey
$15.3M +$118K +746 +0.8%
FC
1841
Financial Consulate
Maryland
$15.3M +$48.4K +306 +0.4%
EIM
1842
Ervin Investment Management
Washington
$15.2M +$13.6M +85,781 New
AAF
1843
Andra AP-fonden
Sweden
$15.2M -$2.56M -16,200 -16%
GCAC
1844
Guardian Capital Advisors (Canada)
Ontario, Canada
$15.2M -$1.26K -8 -0%
CWM
1845
Centric Wealth Management
Illinois
$15.2M -$45.5K -288 -0.3%
AWA
1846
Aaron Wealth Advisors
Illinois
$15.2M +$1.12M +7,114 +9%
DPIM
1847
Duff & Phelps Investment Management
Illinois
$15.2M -$273K -1,726 -2%
RWA
1848
Roberts Wealth Advisors
California
$15.2M +$33K +209 +0.3%
TWM
1849
TLW Wealth Management
Florida
$15.2M +$2.21K +14 +0%
RIG
1850
RiverFront Investment Group
Virginia
$15.1M +$343K +2,170 +3%

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.