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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
BWIA
2376
Bryant Woods Investment Advisors
New York
$9.46M +$8.42M +53,252 New
FLI
2377
Family Legacy Inc
South Carolina
$9.45M -$72.7K -460 -0.8%
NWM
2378
Northcape Wealth Management
New York
$9.41M +$8.37M +52,982 New
AAMA
2379
Advanced Asset Management Advisors
Ohio
$9.4M +$31.8K +201 +0.4%
AP
2380
Arlington Partners
Alabama
$9.4M +$523K +3,309 +7%
FRA
2381
Frank Rimerman Advisors
California
$9.39M -$246K -1,558 -3%
MWAM
2382
Manhattan West Asset Management
California
$9.38M +$8.34M +52,794 New
CC
2383
Cornerstone Capital
California
$9.36M +$239K +1,513 +3%
PFG
2384
Peterson Financial Group
Iowa
$9.35M +$8.32M +52,672 New
P
2385
Paradiem
Louisiana
$9.35M -$176K -1,111 -2%
RW
2386
Rede Wealth
Virginia
$9.34M -$33.2K -210 -0.4%
AIIMS
2387
Analyst IMS Investment Management Services
Israel
$9.34M +$10.4K +66 +0.1%
TSWM
2388
Tyler-Stone Wealth Management
Ohio
$9.34M +$8.31M +52,579 New
CG
2389
Clarus Group
Texas
$9.33M -$50.9K -322 -0.6%
BPIH
2390
Broad Peak Investment Holdings
Singapore
$9.32M +$8.3M +52,500 New
PWS
2391
Paragon Wealth Strategies
Florida
$9.31M -$105K -663 -1%
TIAM2
2392
Tru Independence Asset Management 2
Oregon
$9.31M +$2.54M +16,083 +44%
SDJVC
2393
St. Denis J. Villere & Co
Louisiana
$9.3M -$91.7K -580 -1%
ANB
2394
Amarillo National Bank
Texas
$9.27M +$905K +5,729 +12%
HWIS
2395
Hancock Whitney Investment Services
Louisiana
$9.27M +$8.25M +52,209 New
AIA
2396
Affinity Investment Advisors
California
$9.26M -$256K -1,623 -3%
GP
2397
Greenline Partners
New York
$9.26M -$214K -1,351 -3%
RCM
2398
Radnor Capital Management
Pennsylvania
$9.24M +$8.22M +52,028 New
MFS
2399
Monetta Financial Services
Illinois
$9.23M
Financial Engines Advisors
2400
Financial Engines Advisors
California
$9.22M +$2.3M +14,568 +39%

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.