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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
EVC
2001
Eidelman Virant Capital
Missouri
$13M -$352K -2,225 -3%
KFS
2002
Kaizen Financial Strategies
California
$12.9M -$1.67M -10,570 -13%
PWA
2003
Physician Wealth Advisors
Utah
$12.9M +$894K +5,656 +8%
HNW
2004
High Note Wealth
Minnesota
$12.9M +$85K +538 +0.7%
LF
2005
Lee Financial
Texas
$12.9M -$202K -1,276 -2%
CPA
2006
Clear Perspective Advisors
Illinois
$12.9M +$648K +4,101 +6%
MIM
2007
Morningstar Investment Management
Illinois
$12.9M +$11.5M +72,710 New
TWM
2008
Triton Wealth Management
Arizona
$12.9M -$357K -2,258 -3%
NWM
2009
Nicola Wealth Management
British Columbia, Canada
$12.9M +$474K +3,000 +4%
V
2010
VeraBank
Texas
$12.8M +$368K +2,330 +3%
T
2011
TCWP
Ohio
$12.8M +$11.4M +72,163 New
CCMINC
2012
Cardinal Capital Management Inc (North Carolina)
North Carolina
$12.8M -$28.9K -183 -0.3%
MFW
2013
Mosaic Family Wealth
Missouri
$12.8M -$198K -1,256 -2%
KCM
2014
KRS Capital Management
Michigan
$12.8M +$11.4M +71,916 New
FSC
2015
Full Sail Capital
Oklahoma
$12.8M -$498K -3,150 -4%
CVM
2016
Cheviot Value Management
California
$12.8M +$235K +1,490 +2%
CIM
2017
Chapman Investment Management
California
$12.7M +$1.49M +9,425 +15%
AIP
2018
Alapocas Investment Partners
Massachusetts
$12.7M +$11.3M +71,765 New
BCPWM
2019
Bradley & Co Private Wealth Management
Florida
$12.7M -$68.3K -432 -0.6%
CHP
2020
Cable Hill Partners
Oregon
$12.7M -$461K -2,916 -4%
LWMM
2021
Legacy Wealth Management (Mississippi)
Mississippi
$12.7M -$54.5K -345 -0.5%
BBWA
2022
Bell & Brown Wealth Advisors
California
$12.7M +$707K +4,471 +7%
HNWAG
2023
High Net Worth Advisory Group
Florida
$12.6M +$11.2M +71,177 New
GCM
2024
Gables Capital Management
Florida
$12.6M -$155K -980 -1%
PFSC
2025
Peoples Financial Services Corp
Pennsylvania
$12.6M +$45.8K +290 +0.4%

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.