We are live on ! Find out more
MSFT icon

Microsoft

4,543 hedge funds and large institutions have $1.77T invested in Microsoft in 2021 Q4 according to their latest regulatory filings, with 663 funds opening new positions, 1,644 increasing their positions, 1,949 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

761% more first-time investments, than exits

New positions opened: 663 | Existing positions closed: 77

31% more call options, than puts

Call options by funds: $48.5B | Put options by funds: $37B

15% more funds holding in top 10

Funds holding in top 10: 2,2072,542 (+335)

15% more capital invested

Capital invested by funds: $1.54T → $1.77T (+$232B)

13% more funds holding

Funds holding: 4,0254,543 (+518)

0.08% more ownership

Funds ownership: 70.28%70.36% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 1,644 | Existing positions reduced: 1,949

Holders
4,543
Holders Change
+518
Holders Change %
+12.87%
% of All Funds
69.9%
Holding in Top 10
2,542
Holding in Top 10 Change
+335
Holding in Top 10 Change %
+15.18%
% of All Funds
39.11%
New
663
Increased
1,644
Reduced
1,949
Closed
77
Calls
$48.5B
Puts
$37B
Net Calls
+$11.5B
Net Calls Change
+$4.05B
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2476
Brooktree Capital Management
Michigan
$7.23M -$113K -350 -2%
PWA
2477
Providence Wealth Advisors
Illinois
$7.23M -$74.9K -231 -1%
HLCM
2478
Hickory Lane Capital Management
New York
$7.23M +$6.97M +21,500 New
FA
2479
Financial Advisors
Massachusetts
$7.22M +$45.7K +141 +0.7%
HC
2480
Hourglass Capital
Texas
$7.2M -$2.02M -6,220 -23%
HFA
2481
HC Financial Advisors
California
$7.2M -$109K -335 -2%
BEC
2482
Blue Edge Capital
Virginia
$7.19M
FUBT
2483
First United Bank & Trust
Maryland
$7.18M +$501K +1,545 +8%
SFG
2484
Synergy Financial Group
California
$7.18M +$6.92M +21,353 New
IIC
2485
Integrated Investment Consultants
Michigan
$7.18M +$299K +923 +5%
HWA
2486
Heritage Way Advisors
Illinois
$7.17M -$771K -2,379 -10%
Financial Engines Advisors
2487
Financial Engines Advisors
California
$7.17M -$824K -2,541 -11%
AB
2488
Atlas Brown
Kentucky
$7.17M -$639K -1,972 -8%
MFG
2489
Merit Financial Group
Georgia
$7.15M -$336K -1,036 -5%
JCM
2490
JAT Capital Management
Connecticut
$7.15M +$6.89M +21,252 New
SI
2491
Symmetry Investments
Jersey
$7.14M -$13.3M -41,067 -66%
CIA
2492
Capital Impact Advisors
Massachusetts
$7.13M +$6.87M +21,205 New
SFS
2493
Strategic Financial Services
New York
$7.13M -$561K -1,730 -8%
GFS
2494
GYL Financial Synergies
Connecticut
$7.12M +$91.1K +281 +1%
MAA
2495
Mraz Amerine & Associates
California
$7.11M -$974K -3,004 -12%
MIM
2496
MTM Investment Management
South Carolina
$7.1M -$42.8K -132 -0.6%
BFIC
2497
Bedell Frazier Investment Counselling
California
$7.1M +$8.43K +26 +0.1%
CCA
2498
Catalyst Capital Advisors
New York
$7.1M -$75.2K -232 -1%
DR
2499
Davis Rea
Ontario, Canada
$7.09M -$684K -2,111 -9%
VR
2500
Viridian RIA
Washington
$7.09M +$6.83M +21,079 New

MSFT Hedge Fund Activity: Q4 2021 in Review

4,543 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2021, worth a combined $1.77T — up 15% from $1.54T a quarter earlier.

Buyers outnumbered sellers: 663 funds opened new MSFT positions and 77 closed out — a net gain of 586 holders — while 1,644 added to existing stakes and 1,949 trimmed.

The largest buyer was BlackRock, adding an estimated $3.86B. The largest seller was SG Americas Securities, cutting an estimated $3.45B.

  • 4,543 institutional investors held Microsoft (MSFT) as of Q4 2021, up from 4,025 in Q3 2021.
  • Funds reported $1.77T of Microsoft stock for Q4 2021, up 15% quarter-over-quarter.
  • 663 funds opened new Microsoft positions in Q4 2021 and 77 closed out, a net change of +586 holders.
  • The largest Microsoft buyer in Q4 2021 was BlackRock, an estimated $3.86B added.
  • The largest Microsoft seller in Q4 2021 was SG Americas Securities, an estimated $3.45B sold.

Based on aggregated 13F filings for Q4 2021.