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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
ISWM
1951
Independent Solutions Wealth Management
New York
$13.5M -$485K -3,066 -4%
PIMG
1952
Patriot Investment Management Group
Tennessee
$13.5M +$77.6K +491 +0.6%
ATC
1953
Adirondack Trust Company
New York
$13.5M -$86.9K -550 -0.7%
BHA
1954
Beech Hill Advisors
New York
$13.5M -$101K -639 -0.8%
WDC
1955
Woodward Diversified Capital
California
$13.5M -$1.2M -7,584 -9%
IFS
1956
Ifrah Financial Services
Arkansas
$13.5M -$33.5K -212 -0.3%
BCM
1957
Birch Capital Management
Texas
$13.5M +$474 +3 +0%
NIC
1958
Northwest Investment Counselors
Oregon
$13.5M -$267K -1,687 -2%
SC
1959
Sawyer & Company
Massachusetts
$13.4M -$82.5K -522 -0.7%
PCM
1960
Poehling Capital Management
Wisconsin
$13.4M -$150K -949 -1%
SFG
1961
StrategIQ Financial Group
Indiana
$13.4M +$4.18M +26,419 +54%
NL
1962
NVWM LLC
Pennsylvania
$13.4M +$1.08M +6,821 +10%
PCA
1963
Providence Capital Advisors
North Carolina
$13.4M -$3.94M -24,946 -25%
IIM
1964
Intact Investment Management
Quebec, Canada
$13.4M -$585K -3,700 -5%
JFL
1965
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.4M -$2.95M -18,693 -20%
SFS
1966
Stiles Financial Services
Minnesota
$13.3M +$11.9M +75,204 New
NB
1967
Northwest Bancshares
Pennsylvania
$13.3M -$868K -5,494 -7%
BA
1968
Baugh & Associates
Georgia
$13.3M -$25.1K -159 -0.2%
REMPR
1969
Roof Eidam Maycock Peralta (REMP)
California
$13.3M -$184K -1,165 -2%
RAM
1970
Riggs Asset Management
Pennsylvania
$13.3M +$28.3K +179 +0.2%
PWS
1971
Peterson Wealth Services
Utah
$13.3M +$11.8M +74,817 New
BWM
1972
Baystate Wealth Management
Massachusetts
$13.3M -$1.34M -8,482 -10%
FCA
1973
FLC Capital Advisors
California
$13.3M -$247K -1,561 -2%
CCFM
1974
Clear Creek Financial Management
Washington
$13.3M +$4.03M +25,503 +52%
MAM
1975
Morse Asset Management
Connecticut
$13.2M -$13.9K -88 -0.1%

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.