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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
CWAG
2176
Compton Wealth Advisory Group
Virginia
$11.2M +$72.1K +456 +0.7%
FCMT
2177
Founders Capital Management (Texas)
Texas
$11.1M -$257K -1,629 -3%
CFA
2178
CWS Financial Advisors
Michigan
$11.1M +$9.89M +62,576 New
SAM
2179
Stansberry Asset Management
Texas
$11.1M +$1.1M +6,991 +13%
SWM
2180
Sugarloaf Wealth Management
Georgia
$11.1M -$122K -770 -1%
FCT
2181
First Community Trust
Iowa
$11.1M +$9.87M +62,458 New
JHCP
2182
Jackson Hole Capital Partners
Oklahoma
$11.1M +$303K +1,920 +3%
CNWM
2183
Clay Northam Wealth Management
California
$11.1M +$9.85M +62,353 New
CA
2184
Cambridge Advisors
Nebraska
$11.1M -$429K -2,714 -4%
HBWM
2185
Hollow Brook Wealth Management
New York
$11.1M +$1.76M +11,146 +22%
CIM
2186
CIM Investment Management
Pennsylvania
$11.1M -$1.1M -6,963 -10%
BAM
2187
Baldrige Asset Management
Pennsylvania
$11M -$102K -647 -1%
CF
2188
Clarity Financial
Texas
$11M -$2.31M -14,587 -19%
AIM
2189
Aurora Investment Managers
Florida
$11M -$109K -688 -1%
DTC
2190
Davidson Trust Company
Washington
$11M +$1.27M +8,067 +15%
PPP
2191
Private Portfolio Partners
New Jersey
$11M +$572K +3,619 +6%
MIC
2192
Meridian Investment Counsel
California
$11M +$419K +2,654 +4%
CAC
2193
Core Alternative Capital
Georgia
$11M +$117K +739 +1%
OBWG
2194
Onyx Bridge Wealth Group
New York
$11M +$202K +1,278 +2%
TRIA
2195
Trail Ridge Investment Advisors
Colorado
$11M +$9.75M +61,676 New
BFG
2196
Beacon Financial Group
Texas
$10.9M -$17.9K -113 -0.2%
SAS
2197
Stelac Advisory Services
New York
$10.9M -$1.52M -9,619 -14%
IIC
2198
Integrated Investment Consultants
Michigan
$10.9M +$112K +709 +1%
GTAM
2199
Global Trust Asset Management
Florida
$10.9M -$19K -120 -0.2%
PCG
2200
Private Capital Group
Connecticut
$10.9M -$440K -2,784 -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.