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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
NCM
2451
Northside Capital Management
Oregon
$8.71M -$72.4K -458 -0.9%
LFG
2452
Larson Financial Group
Missouri
$8.71M +$2.16M +13,686 +39%
VAM
2453
Vienna Asset Management
California
$8.71M +$7.75M +49,038 New
HA
2454
HYA Advisors
Missouri
$8.7M +$435K +2,752 +6%
AIP
2455
Ahrens Investment Partners
Louisiana
$8.7M +$56.1K +355 +0.7%
GAAM
2456
Guinness Atkinson Asset Management
California
$8.68M -$215K -1,362 -3%
AAM
2457
Ascension Asset Management
New York
$8.68M -$88.5K -560 -1%
W
2458
Wealthquest
Ohio
$8.66M +$61K +386 +0.8%
BFG
2459
Barber Financial Group
Kansas
$8.66M -$83.8K -530 -1%
UAML
2460
US Asset Management LLC
Pennsylvania
$8.64M -$5.53K -35 -0.1%
SIC
2461
SJS Investment Consulting
Ohio
$8.64M +$7.69M +48,656 New
FUBT
2462
First United Bank & Trust
Maryland
$8.63M +$9.48K +60 +0.1%
WCAMG
2463
Woodard & Company Asset Management Group
North Carolina
$8.62M -$205K -1,298 -3%
HCM
2464
Highview Capital Management
Illinois
$8.62M +$7.67M +48,526 New
HIM
2465
Herald Investment Management
United Kingdom
$8.6M
DPI
2466
Diversified Portfolios Inc
Michigan
$8.59M +$582K +3,683 +8%
PWS
2467
Private Wealth Strategies
Ohio
$8.56M -$12.6K -80 -0.2%
WFI
2468
West Family Investments
California
$8.55M -$1.03M -6,504 -12%
PBT
2469
Pictet Bank & Trust
Bahamas
$8.55M -$14.2K -90 -0.2%
CI
2470
Ceera Investments
Texas
$8.54M -$748K -4,731 -9%
BCM
2471
Brasada Capital Management
Texas
$8.53M +$284K +1,795 +4%
VLC
2472
Van Leeuwen & Company
New Jersey
$8.53M -$772K -4,888 -9%
HFA
2473
High Falls Advisors
New York
$8.52M +$394K +2,496 +5%
SIC
2474
Samalin Investment Counsel
New York
$8.51M +$1.01M +6,389 +15%
NF
2475
NTB Financial
Colorado
$8.51M +$7.58M +47,944 New

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.