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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
WFI
2501
West Family Investments
California
$7.09M -$823K -2,540 -11%
EWA
2502
EverSource Wealth Advisors
Alabama
$7.07M +$6.81M +21,020 New
CA
2503
Centerpoint Advisors
Massachusetts
$7.06M -$11.3K -35 -0.2%
RA
2504
Rational Advisors
New York
$7.05M +$1.89M +5,831 +39%
SWM
2505
Sculati Wealth Management
Michigan
$7.05M -$13.3K -41 -0.2%
SPWM
2506
Schrum Private Wealth Management
Florida
$7.05M +$6.79M +20,946 New
AW
2507
Alaethes Wealth
Nevada
$7.04M +$154K +475 +2%
SAM
2508
S.A. Mason
Michigan
$7.04M +$40.9K +126 +0.6%
KMWM
2509
Keudell/Morrison Wealth Management
Oregon
$7.03M -$313K -964 -4%
PWMG
2510
Pinnacle Wealth Management Group
Michigan
$7.03M -$247K -762 -4%
PCM
2511
Prelude Capital Management
New York
$7.02M -$2.41M -7,444 -26%
WR
2512
WD Rutherford
Oregon
$7.01M -$188K -580 -3%
IAS
2513
IMA Advisory Services
Colorado
$7M +$55.1K +170 +0.8%
WMP
2514
Wealth Management Partners
Arizona
$6.99M -$287K -886 -4%
PP
2515
Prospector Partners
Connecticut
$6.97M -$81.1K -250 -1%
DIS
2516
Diversified Investment Strategies
Louisiana
$6.97M -$85.9K -265 -1%
PM
2517
Phraction Management
Connecticut
$6.96M +$6.71M +20,709 New
FWP
2518
FAS Wealth Partners
Kansas
$6.95M -$598K -1,843 -8%
CH
2519
Canton Hathaway
Rhode Island
$6.94M -$725K -2,235 -10%
BWG
2520
Beta Wealth Group
California
$6.93M
WMA
2521
Wealth Management Associates
New Jersey
$6.92M +$70.4K +217 +1%
PAA
2522
Peregrine Asset Advisers
Oregon
$6.92M +$148K +456 +2%
MC
2523
Mathes Company
New York
$6.92M -$388K -1,198 -6%
AFA
2524
AllGen Financial Advisors
Florida
$6.92M +$521K +1,608 +8%
PWA
2525
Peterson Wealth Advisors
Utah
$6.91M +$5.3M +16,339 +389%

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.