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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
SC
2051
Stolper & Co
Oklahoma
$12.3M -$78.4K -496 -0.7%
JF
2052
JSF Financial
California
$12.3M -$3.36M -21,272 -24%
HHAA
2053
Henry H. Armstrong Associates
Pennsylvania
$12.3M -$528K -3,344 -5%
PFA
2054
Pure Financial Advisors
California
$12.3M +$638K +4,034 +6%
OHWP
2055
Oak Harbor Wealth Partners
North Carolina
$12.3M +$10.9M +69,150 New
CMS
2056
Capital Market Strategies
Florida
$12.3M +$10.9M +69,109 New
CWA
2057
Consilium Wealth Advisory
Texas
$12.3M +$10.9M +69,102 New
ACM
2058
Avalon Capital Management
California
$12.3M +$219K +1,388 +2%
IDA
2059
Intelligence Driven Advisers
California
$12.3M +$104K +658 +0.9%
CP
2060
Corbenic Partners
Pennsylvania
$12.2M +$383K +2,421 +4%
EWA
2061
EverSource Wealth Advisors
Alabama
$12.2M +$10.9M +68,916 New
RPA
2062
Rock Point Advisors
Vermont
$12.2M -$264K -1,672 -2%
NG
2063
NatWest Group
United Kingdom
$12.2M +$592K +3,744 +6%
Fuller & Thaler Asset Management
2064
Fuller & Thaler Asset Management
California
$12.2M -$780K -4,935 -7%
CC
2065
Cypress Capital
Tennessee
$12.2M +$3.37M +21,303 +45%
MKA
2066
M. Kulyk & Associates
Georgia
$12.2M +$1.51M +9,586 +16%
FCT
2067
Family Capital Trust
Massachusetts
$12.2M +$604K +3,825 +6%
FNBOMD
2068
First National Bank of Mount Dora
Florida
$12.2M +$233K +1,474 +2%
AFM
2069
Abbot Financial Management
Massachusetts
$12.2M -$198K -1,250 -2%
AFG
2070
Alterity Financial Group
Maine
$12.2M +$10.8M +68,574 New
SC
2071
Soundwatch Capital
Connecticut
$12.2M
HAC
2072
Harbor Advisory Corp
New Hampshire
$12.2M -$449K -2,841 -4%
CIP
2073
Capital Insight Partners
Arizona
$12.2M -$530K -3,354 -5%
OLVIG
2074
Oliver Lagore Vanvalin Investment Group
Michigan
$12.2M +$10.8M +68,410 New
BBI
2075
Baxter Bros Inc
Connecticut
$12.1M +$80.6K +510 +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.