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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
ITIM
2026
Indiana Trust & Investment Management
Indiana
$12.5M -$76.3K -483 -0.7%
GL
2027
Gemsstock Ltd
United Kingdom
$12.5M -$6.01M -38,000 -35%
MCM
2028
McDonough Capital Management
Florida
$12.5M +$11.2M +70,569 New
ACG
2029
Allen Capital Group
Nebraska
$12.5M +$26.6K +168 +0.2%
IBOK
2030
Independence Bank of Kentucky
Kentucky
$12.5M -$859K -5,438 -7%
CPWA
2031
Cerro Pacific Wealth Advisors
California
$12.5M -$83K -525 -0.7%
CI
2032
Capital International
California
$12.5M -$76K -481 -0.7%
WIC
2033
WealthBridge Investment Counsel
Alberta, Canada
$12.5M -$159K -1,003 -1%
BWL
2034
Bogart Wealth LLC
Virginia
$12.5M +$1.31M +8,291 +13%
HZ
2035
Hixon Zuercher
Ohio
$12.5M +$84.1K +532 +0.8%
AWM
2036
Aevitas Wealth Management
Massachusetts
$12.5M -$110K -698 -1%
LP
2037
Lloyd Park
Illinois
$12.5M +$11.1M +70,224 New
AWS
2038
AJ Wealth Strategies
New York
$12.5M +$1.99M +12,578 +22%
FAG
2039
Fortitude Advisory Group
Washington
$12.4M +$11.1M +70,080 New
GG
2040
Golden Green
South Carolina
$12.4M -$28.3K -179 -0.3%
BCA
2041
Bray Capital Advisors
Florida
$12.4M +$82.2K +520 +0.7%
JSL
2042
JT Stratford LLC
Georgia
$12.4M +$172K +1,088 +2%
FFS
2043
Founders Financial Securities
Maryland
$12.4M -$340K -2,154 -3%
GU
2044
Georgetown University
District of Columbia
$12.4M +$11M +69,691 New
HIS
2045
Horizon Investment Services
Indiana
$12.4M +$56.7K +359 +0.5%
GFG
2046
Greystone Financial Group
Michigan
$12.3M +$1.62M +10,276 +17%
KWS
2047
Keystone Wealth Services
California
$12.3M +$11M +69,422 New
AW
2048
Alaethes Wealth
Nevada
$12.3M +$14.5K +92 +0.1%
ATFA
2049
All Terrain Financial Advisors
Minnesota
$12.3M -$131K -829 -1%
OCM
2050
Orleans Capital Management
Louisiana
$12.3M +$164K +1,037 +2%

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.