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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
OCM
2076
Orion Capital Management
California
$12.1M -$100K -634 -0.9%
GCS
2077
Gordian Capital (Singapore)
Singapore
$12.1M +$10.8M +68,319 New
AIP
2078
Almanack Investment Partners
Pennsylvania
$12.1M +$54K +342 +0.5%
BRG
2079
Bay Rivers Group
Virginia
$12.1M +$103K +653 +1%
PRWA
2080
Platte River Wealth Advisors
Colorado
$12.1M -$334K -2,114 -3%
HFS
2081
Howard Financial Services
Texas
$12.1M -$71.1K -450 -0.7%
CCFP
2082
Charles Carroll Financial Partners
Massachusetts
$12.1M +$10.8M +68,153 New
DC
2083
DeDora Capital
California
$12.1M -$764K -4,837 -7%
IWP
2084
Icon Wealth Partners
Texas
$12.1M -$4.71M -29,832 -30%
KMWM
2085
Keudell/Morrison Wealth Management
Oregon
$12.1M -$401K -2,537 -4%
RFWA
2086
RPg Family Wealth Advisory
Massachusetts
$12.1M -$229K -1,447 -2%
SC
2087
Siena Capital
Ohio
$12.1M +$10.7M +67,917 New
MC
2088
Martin & Co
Tennessee
$12.1M -$205K -1,296 -2%
COCM
2089
Charter Oak Capital Management
New Hampshire
$12M +$87.4K +553 +0.8%
SCM
2090
Sitrin Capital Management
California
$12M +$26.4K +167 +0.2%
BWA
2091
Blodgett Wealth Advisors
California
$12M +$10.7M +67,821 New
FMN
2092
Financial Management Network
California
$12M -$362K -2,291 -3%
BAM
2093
Bellevue Asset Management
Washington
$12M -$201K -1,272 -2%
BFM
2094
Boothbay Fund Management
New York
$12M -$155K -983 -1%
TF
2095
TRH Financial
Iowa
$12M +$500K +3,163 +5%
PK
2096
Pflug Koory
Nebraska
$12M -$20.5K -130 -0.2%
TIA
2097
Trust Investment Advisors
Indiana
$12M +$94.5K +598 +0.9%
SEEDPG
2098
S.E.E.D. Planning Group
New York
$12M +$112K +708 +1%
AWS
2099
Arkfeld Wealth Strategies
Nebraska
$12M +$18.8K +119 +0.2%
SIA
2100
Strategic Investment Advisors
Michigan
$12M -$514K -3,253 -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.