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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
PFM
2426
Peak Financial Management
Massachusetts
$8.99M +$262K +1,658 +3%
HWM
2427
Hohimer Wealth Management
Washington
$8.99M -$1.26M -7,990 -14%
GWCM
2428
Godshalk Welsh Capital Management
Pennsylvania
$8.98M -$293K -1,855 -4%
I
2429
INVST
Indiana
$8.98M -$117K -740 -1%
CB
2430
CNB Bank
Pennsylvania
$8.96M -$80.8K -511 -1%
KC
2431
KCL Capital
New York
$8.94M +$7.96M +50,345 New
AC
2432
Annandale Capital
Texas
$8.94M -$500K -3,162 -6%
DI
2433
DAGCO Inc
Ohio
$8.92M -$280K -1,769 -3%
CASB
2434
Cape Ann Savings Bank
Massachusetts
$8.91M -$91.7K -580 -1%
SLG
2435
Stanley-Laman Group
Pennsylvania
$8.91M +$1.16M +7,332 +17%
BEAM
2436
Baker Ellis Asset Management
Washington
$8.9M -$86.1K -545 -1%
BV
2437
Boxwood Ventures
Illinois
$8.89M
SI
2438
SCP Investment
California
$8.88M
TFM
2439
TFC Financial Management
Massachusetts
$8.84M +$311K +1,970 +4%
RFA
2440
Resurgent Financial Advisors
Georgia
$8.84M +$7.87M +49,794 New
OC
2441
Oarsman Capital
Wisconsin
$8.84M -$2.18M -13,792 -22%
SIG
2442
Spinnaker Investment Group
California
$8.83M +$8.4M +53,134 New
STAS
2443
Strong Tower Advisory Services
Minnesota
$8.82M -$482K -3,053 -6%
GC
2444
Grace Capital
Massachusetts
$8.8M +$172K +1,086 +2%
CPA
2445
Court Place Advisors
Maryland
$8.79M
KHLMTHM
2446
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.76M
SAM
2447
Seelaus Asset Management
New Jersey
$8.76M -$17.4K -110 -0.2%
CC
2448
Constitution Capital
Connecticut
$8.74M +$772K +4,885 +11%
RCA
2449
Resonant Capital Advisors
Wisconsin
$8.72M +$1.38M +8,740 +22%
HVP
2450
Hudson Value Partners
Florida
$8.71M -$329K -2,082 -4%

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.