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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
CAC
1876
Certified Advisory Corp
Florida
$14.8M -$174K -1,101 -1%
PAS
1877
Professional Advisory Services
Florida
$14.8M -$2.07M -13,076 -14%
OSNBOA
1878
Old Second National Bank of Aurora
Illinois
$14.8M +$1.75M +11,079 +11%
EWM
1879
Evermay Wealth Management
Virginia
$14.8M -$465K -2,942 -3%
TC
1880
Titleist Capital
Texas
$14.8M +$13.2M +83,258 New
NF
1881
Nikulski Financial
Iowa
$14.7M -$281K -1,777 -2%
VCWA
1882
Vanguard Capital Wealth Advisors
Colorado
$14.7M +$233K +1,475 +2%
WMA
1883
Wealth Management Associates
New Jersey
$14.7M -$1.18M -7,443 -8%
HWM
1884
Hemington Wealth Management
Virginia
$14.7M -$6.32M -39,986 -26%
BFC
1885
Bedel Financial Consulting
Indiana
$14.7M +$45.4K +287 +0.3%
MAWCM
1886
Mine & Arao Wealth Creation & Management
California
$14.7M +$82.7K +523 +0.6%
CC
1887
Capital Counsel
New York
$14.7M -$1.55M -9,794 -11%
S
1888
Surevest
California
$14.7M -$427K -2,700 -3%
TIP
1889
Torray Investment Partners
Maryland
$14.7M -$707K -4,471 -5%
DBIA
1890
Dumont & Blake Investment Advisors
New Jersey
$14.7M +$47.3K +299 +0.4%
Holocene Advisors
1891
Holocene Advisors
New York
$14.7M +$13.1M +82,615 New
ATIA
1892
American Trust Investment Advisors
New Hampshire
$14.7M -$13.7K -87 -0.1%
SFA
1893
Souders Financial Advisors
Ohio
$14.7M -$280K -1,774 -2%
LBA
1894
Lowell Blake & Associates
Massachusetts
$14.6M +$1.38M +8,739 +12%
GWM
1895
Graybill Wealth Management
Illinois
$14.6M +$73.5K +465 +0.6%
PCP
1896
Proficio Capital Partners
Massachusetts
$14.6M -$301K -1,906 -2%
CCM
1897
Canal Capital Management
Virginia
$14.6M +$134K +849 +1%
ACM
1898
Alpha Capital Management
Texas
$14.6M -$45K -285 -0.3%
TA
1899
TFG Advisers
Michigan
$14.6M -$11.7K -74 -0.1%
GGI
1900
GPM Growth Investors
Michigan
$14.5M -$98.6K -624 -0.8%

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.