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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
OWA
2526
Octavia Wealth Advisors
Ohio
$6.9M +$243K +751 +4%
KIC
2527
Kensington Investment Counsel
California
$6.9M +$6.65M +20,508 New
SIAP
2528
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.88M -$408K -1,258 -6%
GKFF
2529
George Kaiser Family Foundation
Oklahoma
$6.87M
RCA
2530
Resonant Capital Advisors
Wisconsin
$6.87M +$440K +1,358 +7%
PRS
2531
Pinkerton Retirement Specialists
Idaho
$6.86M +$17.8K +55 +0.3%
FCFC
2532
First Commonwealth Financial Corp
Pennsylvania
$6.86M +$4.54K +14 +0.1%
KTC
2533
Kistler-Tiffany Companies
Pennsylvania
$6.86M +$3.57K +11 +0.1%
FC
2534
Forte Capital
New York
$6.85M +$93.7K +289 +1%
SMA
2535
Sage Mountain Advisors
Georgia
$6.84M +$2.13M +6,558 +48%
OIA
2536
Optimum Investment Advisors
Illinois
$6.82M +$3.57K +11 +0.1%
MA
2537
McBroom & Associates
Nevada
$6.8M +$6.55M +20,212 New
CBA
2538
Coastal Bridge Advisors
Connecticut
$6.79M +$3.18M +9,801 +72%
ABP
2539
Arthur B. Page
$6.78M -$428K -1,319 -6%
SCI
2540
Stableford Capital II
Arizona
$6.78M +$516K +1,591 +7%
WE
2541
Wealth Effects
Massachusetts
$6.78M +$6.53M +20,144 New
BSA
2542
Bull Street Advisors
Georgia
$6.74M -$116K -359 -2%
FMTCOCP
2543
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.73M -$76.5K -236 -1%
BOC
2544
Barbara Oil Co
Illinois
$6.73M
ACM
2545
Alight Capital Management
New York
$6.73M +$6.48M +20,000 New
ECM
2546
Elgethun Capital Management
South Dakota
$6.72M -$179K -553 -3%
PFA
2547
Pure Financial Advisors
California
$6.72M -$126K -389 -2%
WIM
2548
Wittenberg Investment Management
Massachusetts
$6.71M -$86.9K -268 -1%
APIM
2549
Agate Pass Investment Management
Washington
$6.69M +$6.45M +19,896 New
LFA
2550
Legacy Financial Advisors
Kentucky
$6.69M +$524K +1,615 +9%

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.