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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
SEEDPG
2551
S.E.E.D. Planning Group
New York
$6.69M -$97.9K -302 -1%
SSIM
2552
Sheets Smith Investment Management
Texas
$6.68M +$6.44M +19,849 New
CASB
2553
Cape Ann Savings Bank
Massachusetts
$6.66M -$38.9K -120 -0.6%
RFN
2554
RDA Financial Network
Iowa
$6.65M +$135K +415 +2%
PCM
2555
Palouse Capital Management
Washington
$6.64M -$349K -1,076 -5%
RCG
2556
Regatta Capital Group
California
$6.64M +$6.4M +19,749 New
DI
2557
DFPG Investments
Utah
$6.64M -$671K -2,071 -9%
RFA
2558
Resurgent Financial Advisors
Georgia
$6.64M +$6.4M +19,731 New
RCM
2559
Regency Capital Management
Hawaii
$6.63M -$863K -2,662 -12%
PPP
2560
Private Portfolio Partners
New Jersey
$6.63M +$2.02M +6,219 +46%
IFAM
2561
Institutional & Family Asset Management
Colorado
$6.63M -$1.06M -3,268 -14%
BPCA
2562
Bank Pictet & Cie (Asia)
Singapore
$6.62M +$1.15M +3,562 +22%
GC
2563
GFG Capital
Florida
$6.61M +$238K +735 +4%
KC
2564
Kenfarb & Co
Kentucky
$6.61M +$6.37M +19,647 New
ACP
2565
Aviance Capital Partners
Florida
$6.6M -$109K -336 -2%
RCM
2566
RB Capital Management
Nevada
$6.6M +$67.4K +208 +1%
CSA
2567
Cottage Street Advisors
Massachusetts
$6.59M +$17.2K +53 +0.3%
CPIA
2568
Cornell Pochily Investment Advisors
New York
$6.58M +$58.7K +181 +0.9%
BIP
2569
Brandes Investment Partners
California
$6.57M -$340K -1,049 -5%
MS
2570
Madden Securities
Texas
$6.55M +$106K +327 +2%
JGIA
2571
Jackson Grant Investment Advisers
Connecticut
$6.54M -$8.43K -26 -0.1%
GI
2572
GS Investments
Minnesota
$6.54M -$26.6K -82 -0.4%
BA
2573
Bluesphere Advisors
Pennsylvania
$6.54M +$3.89K +12 +0.1%
PAM
2574
Peninsula Asset Management
Florida
$6.53M -$165K -509 -3%
SFG
2575
StrategIQ Financial Group
Indiana
$6.53M +$3.83M +11,802 +155%

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.