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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
SAM
2226
Socorro Asset Management
Texas
$10.7M -$829K -5,243 -8%
HPWM
2227
Highland Private Wealth Management
Washington
$10.7M -$257K -1,624 -3%
P
2228
&Partners
Tennessee
$10.7M -$84.5K -535 -0.9%
TWM
2229
Tanager Wealth Management
United Kingdom
$10.7M +$9.5M +60,143 New
CT
2230
Clearstead Trust
Maine
$10.7M -$66.5K -421 -0.7%
CSB
2231
City State Bank
Iowa
$10.7M +$9.5M +60,096 New
CSA
2232
Cottage Street Advisors
Massachusetts
$10.7M -$579K -3,665 -6%
PAM
2233
Peninsula Asset Management
Florida
$10.7M -$237K -1,502 -2%
KFBMI
2234
Kentucky Farm Bureau Mutual Insurance
Kentucky
$10.7M
BVLP
2235
Bailey Value Limited Partnership
Massachusetts
$10.7M +$9.48M +60,000 New
RCA
2236
Roberts Capital Advisors
Colorado
$10.7M +$9.48M +60,000 New
BCM
2237
Bourgeon Capital Management
Connecticut
$10.6M -$147K -930 -2%
WIC
2238
Willis Investment Counsel
Georgia
$10.6M -$136K -859 -1%
AIM
2239
Aigen Investment Management
New York
$10.6M +$9.68M +61,226 New
TPM
2240
Totem Point Management
New York
$10.6M +$9.43M +59,669 New
AWMT
2241
AAFMAA Wealth Management & Trust
North Carolina
$10.6M -$1.9K -12 -0%
BL
2242
Balentine LLC
Georgia
$10.6M +$3.22M +20,353 +52%
HC
2243
HNP Capital
New York
$10.6M +$171K +1,079 +2%
VRM
2244
Vectors Research Management
New York
$10.6M +$171K +1,079 +2%
HC
2245
Hourglass Capital
Texas
$10.6M -$2.43M -15,359 -21%
LCM
2246
Landscape Capital Management
New Jersey
$10.6M +$8.96M +56,696 +2,076%
EIA
2247
Eastover Investment Advisors
North Carolina
$10.6M -$74.3K -470 -0.8%
RCM
2248
Riverpark Capital Management
New York
$10.5M -$258K -1,631 -3%
KP
2249
Keel Point
Alabama
$10.5M +$573K +3,627 +7%
CBA
2250
Coastal Bridge Advisors
Connecticut
$10.5M -$115K -725 -1%

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.