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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
STC
2326
Sarah T. Connolly
$9.88M +$2.9M +18,321 +49%
CST
2327
Charles Schwab Trust
Nevada
$9.88M +$1.31M +8,264 +17%
NL
2328
NKCFO LLC
Illinois
$9.87M
CPSC
2329
Carl P. Sherr & Co
Massachusetts
$9.87M +$8.78M +55,553 New
SWM
2330
Silverlake Wealth Management
Vermont
$9.83M +$8.75M +55,364 New
MGWM
2331
Marks Group Wealth Management
Minnesota
$9.83M +$108K +682 +1%
CPA
2332
Capital Performance Advisors
California
$9.82M +$9.75M +61,680 New
SWM
2333
Scissortail Wealth Management
Oklahoma
$9.82M +$8.74M +55,302 New
AGP
2334
Autumn Glory Partners
Texas
$9.82M +$8.74M +55,276 New
SCM
2335
Stevens Capital Management
Pennsylvania
$9.81M +$6.67M +42,179 +322%
TIM
2336
Tortoise Investment Management
New York
$9.81M -$490K -3,100 -5%
RZH
2337
Relyea Zuckerberg Hanson
Connecticut
$9.8M +$2.09M +13,221 +28%
SIM
2338
Studio Investment Management
Illinois
$9.8M -$1.22M -7,730 -12%
VWM
2339
Vigilare Wealth Management
Arizona
$9.76M -$14.9K -94 -0.2%
BE
2340
Bonness Enterprises
District of Columbia
$9.76M
ACS
2341
Archford Capital Strategies
Illinois
$9.76M +$56.6K +358 +0.7%
FBT
2342
First Bankers Trust
Kentucky
$9.74M -$62.7K -397 -0.7%
XS
2343
XR Securities
Illinois
$9.74M +$6.45M +40,804 +291%
CCM
2344
CAAS Capital Management
New York
$9.73M +$4.17M +26,373 +93%
WA
2345
Wambolt & Associates
Colorado
$9.73M -$68K -430 -0.3%
CSI
2346
Cross Staff Investments
New York
$9.71M +$8.64M +54,702 New
HBT
2347
Heartland Bank & Trust
Illinois
$9.7M +$210K +1,328 +2%
KC
2348
Kingfisher Capital
North Carolina
$9.7M -$673K -4,260 -7%
WP
2349
Waycross Partners
Kentucky
$9.69M -$106K -671 -1%
CCIA
2350
Cherry Creek Investment Advisors
Colorado
$9.68M +$49.6K +314 +0.6%

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.