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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
LFA
2351
Laraway Financial Advisors
Minnesota
$9.68M +$8.62M +54,530 New
NSB
2352
Norway Savings Bank
Maine
$9.68M -$342K -2,163 -4%
LA
2353
Legacy Advisors
Pennsylvania
$9.68M -$85.3K -540 -1%
FIA
2354
Foundations Investment Advisors
Arizona
$9.66M -$3.22M -20,364 -27%
JC
2355
JB Capital
Connecticut
$9.65M -$510K -3,226 -6%
NEWAS
2356
N.E.W. Advisory Services
Wisconsin
$9.63M -$84.5K -535 -1%
MLIC
2357
Mandatum Life Insurance Company
Finland
$9.61M -$5.17M -32,707 -38%
ZCI
2358
Zevenbergen Capital Investments
Washington
$9.59M +$849K +5,375 +11%
OIM
2359
Opus Investment Management
Massachusetts
$9.59M
RWB
2360
RMR Wealth Builders
New Jersey
$9.59M -$742K -4,692 -8%
CRWM
2361
Castle Rock Wealth Management
California
$9.57M -$164K -1,037 -2%
APWA
2362
Atlas Private Wealth Advisors
New Jersey
$9.56M -$348K -2,204 -4%
CPC
2363
Congress Park Capital
New York
$9.56M -$82K -519 -1%
RPCONE
2364
Retirement Planning Company of New England
Rhode Island
$9.55M +$8.5M +53,806 New
SF
2365
Symphony Financial
Texas
$9.55M +$2.01M +12,741 +32%
MA
2366
Modus Advisors
Minnesota
$9.54M -$598K -3,782 -7%
SIM
2367
Seaview Investment Managers
Florida
$9.52M +$572K +3,622 +7%
DBRC
2368
D.B. Root & Company
Pennsylvania
$9.49M -$377K -2,387 -4%
DWP
2369
Destiny Wealth Partners
Florida
$9.48M +$386K +2,442 +5%
BIP
2370
Blueprint Investment Partners
North Carolina
$9.48M +$2.61M +16,494 +45%
JA
2371
JVL Associates
Michigan
$9.48M -$247K -1,561 -3%
CA
2372
CV Advisors
Florida
$9.47M +$8.43M +53,343 New
TCM
2373
Tanaka Capital Management
New York
$9.46M -$498K -3,148 -6%
AWM
2374
Atticus Wealth Management
Florida
$9.46M +$55.6K +352 +0.7%
PA
2375
Planning Alternatives
Michigan
$9.46M +$8.53K +54 +0.1%

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.