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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
HA
1901
Herold Advisors
New York
$14.5M -$43.1K -273 -0.3%
TFCP
1902
Twin Focus Capital Partners
Massachusetts
$14.5M +$9.84M +62,282 +321%
FAG
1903
Financial Advisory Group
Texas
$14.5M -$225K -1,425 -2%
PFM
1904
Premier Fund Managers
United Kingdom
$14.5M -$2.96M -18,750 -19%
TWM
1905
TriaGen Wealth Management
California
$14.5M +$1.9K +12 +0%
TSS
1906
Thomas Story & Son
Indiana
$14.4M -$269K -1,700 -2%
BIMC
1907
Benson Investment Management Company
Virginia
$14.4M -$32.4K -205 -0.3%
FPCP
1908
Fort Point Capital Partners
California
$14.4M -$6.94M -43,945 -35%
LHC
1909
Little House Capital
Massachusetts
$14.4M +$1.05M +6,656 +9%
WOSD
1910
WFA of San Diego
California
$14.4M +$615K +3,890 +5%
CCM
1911
Carmel Capital Management
California
$14.3M +$12.8M +80,765 New
LOPW
1912
Live Oak Private Wealth
North Carolina
$14.3M -$311K -1,969 -2%
DWM
1913
Darwin Wealth Management
Florida
$14.3M -$1.09M -6,900 -7%
KAM
1914
Knightsbridge Asset Management
California
$14.3M -$90.2K -571 -0.7%
ZB
1915
Zions Bancorporation
Utah
$14.3M -$349K -2,207 -3%
PCS
1916
Personal CFO Solutions
New Jersey
$14.2M +$111K +700 +0.9%
RCM
1917
Ratan Capital Management
Florida
$14.2M
IWA
1918
IVC Wealth Advisors
Pennsylvania
$14.2M -$982K -6,214 -7%
HCP
1919
Hexagon Capital Partners
Arkansas
$14.2M -$201K -1,274 -2%
WA
1920
WBH Advisory
Maryland
$14.2M -$48.4K -306 -0.4%
BCM
1921
Brooktree Capital Management
Michigan
$14.2M -$481K -3,042 -4%
MC
1922
Muhlenkamp & Co
Pennsylvania
$14.1M -$6.95K -44 -0.1%
MTWM
1923
Masso Torrence Wealth Management
New Jersey
$14.1M +$12.6M +79,542 New
FPCM
1924
Financial Partners Capital Management
New York
$14.1M +$198K +1,250 +2%
RIM
1925
Reliant Investment Management
Tennessee
$14.1M -$630K -3,987 -5%

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.