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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$224B -$801M -5,071,310 -0.4%
BlackRock
2
BlackRock
New York
$181B -$1.01B -6,413,692 -0.6%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$158B
State Street
4
State Street
Massachusetts
$112B +$1.73B +10,951,705 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$62.5B +$251M +1,586,370 +0.5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$46.8B +$704M +4,456,954 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$39.6B +$5.48B +34,658,826 +18%
Northern Trust
8
Northern Trust
Illinois
$33.9B -$703M -4,445,518 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$25.7B -$740M -4,685,182 -3%
Norges Bank
10
Norges Bank
Norway
$25.2B -$645M -4,079,679 -3%
Morgan Stanley
11
Morgan Stanley
New York
$23.5B +$661M +4,182,414 +3%
Bank of America
12
Bank of America
North Carolina
$23.1B -$882M -5,578,026 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$22.1B +$87.8M +555,327 +0.4%
Legal & General Group
14
Legal & General Group
United Kingdom
$19B -$70.2M -444,504 -0.4%
N
15
Nuveen
North Carolina
$15.1B -$540M -3,417,248 -4%
Charles Schwab
16
Charles Schwab
California
$14.1B +$201M +1,273,148 +2%
UBS AM
17
UBS AM
Illinois
$13.1B +$739M +4,679,122 +7%
Wells Fargo
18
Wells Fargo
California
$12.7B -$1.18B -7,488,922 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.5B +$1.04B +6,574,936 +10%
Goldman Sachs
20
Goldman Sachs
New York
$12.1B -$244M -1,543,722 -2%
Fisher Asset Management
21
Fisher Asset Management
Washington
$11.4B +$489M +3,096,696 +5%
Swiss National Bank
22
Swiss National Bank
Switzerland
$11.2B -$498M -3,153,700 -5%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$10.8B -$478M -3,025,825 -5%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$10.5B +$868M +5,492,641 +10%
PPA
25
Parametric Portfolio Associates
Washington
$9.87B +$138M +871,249 +2%

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.