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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
HFM
2101
Hartford Financial Management
Connecticut
$11.9M -$77.1K -488 -0.7%
LJHT
2102
Laurie J. Hall Trustee
$11.9M -$149K -940 -1%
SJIM
2103
St. Johns Investment Management
Florida
$11.9M -$211K -1,333 -2%
SWA
2104
Sax Wealth Advisors
New Jersey
$11.9M +$5.57M +35,226 +111%
WAM
2105
WNY Asset Management
New York
$11.9M +$66.8K +423 +0.6%
CFA
2106
Cahill Financial Advisors
Minnesota
$11.9M -$563K -3,560 -5%
KHLMVGHM
2107
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.9M
BAM
2108
Blueshift Asset Management
New Jersey
$11.9M -$4.84M -30,649 -31%
WPC
2109
White Pine Capital
Minnesota
$11.9M -$203K -1,286 -2%
WA1
2110
Wimmer Associates 1
California
$11.9M +$19.3K +122 +0.2%
TF
2111
Trek Financial
Arizona
$11.9M +$224K +1,419 +2%
BDS
2112
Banco de Sabadell
Florida
$11.9M +$4.8M +30,353 +84%
MAM
2113
McLean Asset Management
Virginia
$11.9M -$446K -2,824 -4%
HIM
2114
Harbour Investment Management
Washington
$11.8M -$53.7K -340 -0.5%
IB
2115
Iyo Bank
Japan
$11.8M +$10.5M +66,690 New
MIM
2116
Montgomery Investment Management
Maryland
$11.8M -$111K -700 -1%
SCM
2117
Spring Capital Management
Texas
$11.8M +$10.5M +66,615 New
GEA
2118
Glen Eagle Advisors
New Jersey
$11.8M -$65.3K -413 -0.6%
AA
2119
Advisory Alpha
Michigan
$11.8M +$669K +4,235 +7%
BHBT
2120
Burke & Herbert Bank & Trust
Virginia
$11.8M -$248K -1,571 -2%
PC
2121
Permanens Capital
New York
$11.8M +$845K +5,345 +9%
SDAM
2122
Shulman DeMeo Asset Management
New York
$11.8M -$178K -1,126 -2%
AFA
2123
Abacus FCF Advisors
Florida
$11.8M -$1.28M -8,077 -11%
BI
2124
Beecher Investors
Connecticut
$11.8M +$10.5M +66,410 New
FZCM
2125
Flynn Zito Capital Management
New York
$11.8M +$10.5M +66,278 New

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.