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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
BL
2301
BCWM LLC
Kansas
$10.1M -$171K -1,080 -2%
GWMIA
2302
Global Wealth Management Investment Advisory
Florida
$10.1M -$273K -1,726 -3%
BEI
2303
Benjamin Edwards Inc
Missouri
$10.1M +$4.39M +27,759 +95%
TCCM
2304
Timber Creek Capital Management
Massachusetts
$10.1M -$225K -1,425 -2%
WAC
2305
William Allan Corp
Colorado
$10.1M +$8.97M +56,735 New
CFG
2306
Cambridge Financial Group
Ohio
$10.1M +$385K +2,435 +4%
OPTFSNA
2307
Old Point Trust & Financial Services N A
Virginia
$10.1M +$220K +1,395 +3%
RCM
2308
Ravenstone Capital Management
$10M +$519K +3,281 +6%
VCM
2309
Virtue Capital Management
Tennessee
$10M +$1.98M +12,518 +28%
TI
2310
TTP Investments
California
$10M +$8.93M +56,532 New
DAM
2311
Delta Asset Management
Tennessee
$10M +$204K +1,291 +2%
WPA
2312
Winning Points Advisors
Florida
$10M -$22.8M -144,556 -74%
IFG
2313
Investors Financial Group
Minnesota
$10M -$20.9K -132 -0.2%
GAMC
2314
Garner Asset Management Corp
Texas
$10M +$34K +215 +0.4%
SAM
2315
Satovsky Asset Management
New York
$10M -$3.16K -20 -0%
AWA
2316
Amplius Wealth Advisors
Pennsylvania
$10M +$8.91M +56,371 New
BAM
2317
Banta Asset Management
California
$10M -$2.39M -15,127 -21%
AIA
2318
Arbor Investment Advisors
North Carolina
$10M -$1.42K -9 -0%
FBFS
2319
First Business Financial Services
Wisconsin
$9.98M +$355K +2,246 +4%
AF
2320
Affiance Financial
Minnesota
$9.95M +$281K +1,778 +3%
CWM
2321
Chesapeake Wealth Management
Virginia
$9.93M +$13.9K +88 +0.2%
MIM
2322
MTM Investment Management
South Carolina
$9.93M -$317K -2,005 -3%
CI
2323
CX Institutional
Indiana
$9.91M -$17.2K -109 -0.2%
TLP
2324
Trinity Legacy Partners
Texas
$9.91M +$267K +1,691 +3%
SFS
2325
Solitude Financial Services
Virginia
$9.9M -$1.16M -7,317 -12%

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.