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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
AFC
2126
AFT Forsyth & Company
Florida
$11.8M -$140K -889 -1%
WDG
2127
Wealth Dimensions Group
Ohio
$11.7M -$76.8K -486 -0.7%
PHAM
2128
Portland Hill Asset Management
United Kingdom
$11.7M -$2.51M -15,851 -19%
CIA
2129
Cladis Investment Advisory
Montana
$11.7M +$10.4M +65,961 New
RP
2130
Riverbridge Partners
Minnesota
$11.7M -$33.7K -213 -0.3%
IP
2131
Investment Partners
Ohio
$11.7M +$496K +3,141 +5%
PI
2132
Parkside Investments
Illinois
$11.7M +$800K +5,062 +8%
CQS
2133
Credential Qtrade Securities
$11.7M -$1.1M -6,974 -10%
FIM
2134
Fernwood Investment Management
Massachusetts
$11.7M +$45K +285 +0.4%
VCM
2135
Vivaldi Capital Management
Illinois
$11.6M +$462K +2,925 +5%
NG
2136
NWK Group
California
$11.6M +$62.7K +397 +0.6%
DIM
2137
Delta Investment Management
California
$11.6M -$14.4K -91 -0.1%
MPW
2138
MA Private Wealth
California
$11.6M -$912K -5,773 -8%
GI
2139
GS Investments
Minnesota
$11.6M -$21.3K -135 -0.2%
GPFA
2140
Game Plan Financial Advisors
Ohio
$11.6M +$23.9K +151 +0.2%
SOAMC
2141
Spirit of America Management Corp
New York
$11.6M -$245K -1,550 -2%
EI
2142
Ellevest Inc
New York
$11.6M +$183K +1,158 +2%
HWM
2143
Horizon Wealth Management
Illinois
$11.6M +$10.3M +65,195 New
GCM
2144
Goldstream Capital Management
Hong Kong
$11.5M +$10.3M +65,000 New
FWM
2145
Finer Wealth Management
Massachusetts
$11.5M +$10.3M +64,913 New
MCM
2146
MV Capital Management
Maryland
$11.5M +$226K +1,431 +2%
MCM
2147
Morton Capital Management
California
$11.5M +$10.2M +64,647 New
BMCM
2148
Bryn Mawr Capital Management
Pennsylvania
$11.5M -$78.1K -494 -0.8%
RBFC
2149
Roman Butler Fullerton & Co
Missouri
$11.5M +$583K +3,687 +6%
CNC
2150
Citizens & Northern Corp
Pennsylvania
$11.5M -$441K -2,788 -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.