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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
CIC
2401
Chase Investment Counsel
Virginia
$9.2M -$790 -5 -0%
GC
2402
Gratus Capital
Georgia
$9.19M +$425K +2,690 +5%
CA
2403
Centerpoint Advisors
Massachusetts
$9.19M -$474K -2,998 -5%
LWA
2404
Lenox Wealth Advisors
New York
$9.17M +$188K +1,191 +2%
WFAG
2405
Wescott Financial Advisory Group
Pennsylvania
$9.15M -$285K -1,803 -3%
WCA
2406
Waypoint Capital Advisors
Minnesota
$9.15M +$8.14M +51,537 New
AA
2407
Auxano Advisors
Washington
$9.15M +$1.07M +6,785 +15%
TCM
2408
Tradewinds Capital Management
Washington
$9.14M -$8.38K -53 -0.1%
CIA
2409
Cohen Investment Advisors
New Hampshire
$9.12M -$144K -911 -2%
GCA
2410
Genesee Capital Advisors
New York
$9.12M -$354K -2,242 -4%
MSA
2411
Marino Stram & Associates
Massachusetts
$9.11M -$336K -2,126 -4%
WA
2412
Waddell & Associates
Tennessee
$9.1M +$261K +1,652 +3%
IFAM
2413
Institutional & Family Asset Management
Colorado
$9.09M -$1.12M -7,100 -12%
BFA
2414
Beacon Financial Advisory
Ohio
$9.08M +$700K +4,429 +9%
PP
2415
Pacifica Partners
Canada
$9.07M +$157K +995 +2%
NGM
2416
North Growth Management
British Columbia, Canada
$9.07M -$3.63M -23,000 -31%
CCMD
2417
Cypress Capital Management (Delaware)
Delaware
$9.07M +$1.5M +9,472 +23%
PCMC
2418
Private Capital Management (Colorado)
Colorado
$9.05M -$1.02M -6,484 -11%
WPIC
2419
White Pine Investment Company
Michigan
$9.05M -$249K -1,576 -3%
MFGM
2420
Marshall Financial Group (Maryland)
Maryland
$9.04M +$466K +2,949 +6%
EAM
2421
Eukles Asset Management
Ohio
$9.04M +$155K +978 +2%
CT
2422
Columbia Trust
Oregon
$9.03M
TC
2423
TAP Consulting
Missouri
$9.03M -$138K -876 -2%
TFGT
2424
TS Financial Group (TSFG)
Illinois
$9.01M +$34.6K +219 +0.4%
CCM
2425
Carlson Capital Management
Minnesota
$9M +$451K +2,852 +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.