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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
FI
2251
Fosun International
China
$10.5M +$775K +4,905 +9%
ABLA
2252
Alan B. Lancz & Associates
Ohio
$10.5M +$9.35M +59,174 New
SKK
2253
Shepherd Kaplan Krochuk
Massachusetts
$10.5M -$112K -709 -1%
BOS
2254
Bank of Stockton
California
$10.5M -$66.7K -422 -0.7%
MI
2255
Markston International
New York
$10.5M -$1.7M -10,758 -15%
LNWTC
2256
Laird Norton Wetherby Trust Company
Washington
$10.5M +$74.3K +470 +0.8%
HWM
2257
Holloway Wealth Management
Florida
$10.5M
ACA
2258
Atlas Capital Advisors
Wyoming
$10.5M -$387K -2,446 -4%
HAS
2259
HBW Advisory Services
California
$10.5M -$53.7K -340 -0.6%
DI
2260
DFPG Investments
Utah
$10.5M -$168K -1,063 -2%
IAS
2261
Investment Advisory Services
Texas
$10.5M +$297K +1,877 +3%
VBCG
2262
Valley Brook Capital Group
Pennsylvania
$10.4M +$257K +1,627 +3%
SIC
2263
Sterling Investment Counsel
New York
$10.4M +$9.28M +58,739 New
TL
2264
Tradewinds LLC
North Carolina
$10.4M +$8.56M +54,164 New
APW
2265
Austin Private Wealth
Texas
$10.4M +$278K +1,758 +3%
LG
2266
Leuthold Group
Minnesota
$10.4M -$226K -1,433 -2%
WPWM
2267
Western Pacific Wealth Management
Illinois
$10.4M +$9.25M +58,527 New
SWMP
2268
Signature Wealth Management Partners
New Jersey
$10.4M +$88.8K +562 +1%
HPWA
2269
Hall Private Wealth Advisors
North Carolina
$10.4M +$871K +5,510 +10%
OL
2270
Optas LLC
Texas
$10.4M -$280K -1,772 -3%
RWP
2271
Revolve Wealth Partners
New Jersey
$10.4M +$9.22M +58,349 New
CA
2272
Capital Advantage
California
$10.4M -$236K -1,493 -2%
PWP
2273
Pursue Wealth Partners
California
$10.4M +$9.22M +58,338 New
FDS
2274
Freedom Day Solutions
Texas
$10.4M -$289K -1,826 -3%
WWA
2275
WC Walker & Associates
California
$10.3M -$147K -933 -2%

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.