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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
MWP
2201
MYCIO Wealth Partners
Pennsylvania
$10.9M
AIC
2202
Ayalon Insurance Company
Israel
$10.9M +$10.9K +69 +0.1%
SFS
2203
Summit Financial Strategies
Ohio
$10.9M +$906K +5,733 +10%
SWM
2204
Sculati Wealth Management
Michigan
$10.9M +$29.2K +185 +0.3%
ECML
2205
Eagle Capital Management (Louisiana)
Louisiana
$10.9M -$132K -835 -1%
PC
2206
Port Capital
Illinois
$10.9M +$736K +4,655 +8%
LIA
2207
LBMC Investment Advisors
Tennessee
$10.9M +$498K +3,152 +5%
WCM
2208
WealthBridge Capital Management
Ohio
$10.8M -$488K -3,088 -5%
GCM
2209
Gibraltar Capital Management
Oklahoma
$10.8M -$208K -1,318 -2%
1C
2210
1623 Capital
Virginia
$10.8M
LI
2211
Lafayette Investments
Maryland
$10.8M -$90.1K -570 -0.9%
BRM
2212
Boston Research & Management
Massachusetts
$10.8M -$417K -2,640 -4%
EFSCE
2213
Enterprise Financial Services Corp (EFSC)
Missouri
$10.8M -$4.58M -28,955 -32%
RIM
2214
Redwood Investment Management
Arizona
$10.8M +$4.04M +25,545 +72%
KNW
2215
Kesler Norman & Wride
Utah
$10.8M -$38.7K -245 -0.4%
WMP
2216
Wealth Management Partners
Arizona
$10.8M -$96.6K -611 -1%
CCA
2217
Clearwater Capital Advisors
Illinois
$10.8M -$39K -247 -0.4%
MA
2218
Menlo Advisors
California
$10.8M -$808K -5,110 -8%
HGERS
2219
Householder Group Estate & Retirement Specialist
Arizona
$10.8M +$9.57M +60,573 New
BI
2220
Ballast Inc
Kentucky
$10.7M +$74.9K +474 +0.8%
TI
2221
Truepoint Inc
Ohio
$10.7M +$364K +2,303 +4%
KWM
2222
Keebeck Wealth Management
Illinois
$10.7M +$383K +2,425 +4%
NWM
2223
NEIRG Wealth Management
Massachusetts
$10.7M +$9.55M +60,407 New
BIA
2224
Barry Investment Advisors
Massachusetts
$10.7M -$67K -424 -0.7%
CFSG
2225
Clark Financial Services Group
Missouri
$10.7M +$491K +3,106 +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.