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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
AAA
2601
Adams Asset Advisors
Texas
$6.34M -$549K -1,693 -8%
ICM
2602
IMS Capital Management
Oregon
$6.34M +$323K +996 +6%
FMB
2603
Field & Main Bank
Kentucky
$6.34M +$600K +1,850 +11%
SAM
2604
SignalPoint Asset Management
Missouri
$6.34M +$324 +1 +0%
SNBOSCI
2605
Security National Bank of Sioux City Iowa
Iowa
$6.33M -$75.2K -232 -1%
BFA
2606
Buttonwood Financial Advisors
Maryland
$6.33M +$6.1M +18,812 New
RC
2607
Reik & Co
New York
$6.33M
CGA
2608
Crescent Grove Advisors
Illinois
$6.32M -$229K -705 -4%
CWP
2609
Concord Wealth Partners
Virginia
$6.31M +$2.24M +6,897 +58%
LCM
2610
LCM Capital Management
Illinois
$6.3M +$169K +521 +3%
SFG
2611
Snider Financial Group
Washington
$6.3M +$114K +351 +2%
EWM
2612
Evermay Wealth Management
Virginia
$6.29M +$1.25M +3,862 +26%
TVWM
2613
Tower View Wealth Management
Wisconsin
$6.28M -$83.3K -257 -1%
FC
2614
FORA Capital
Florida
$6.27M +$6.05M +18,648 New
GPTE
2615
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.27M +$6.04M +18,639 New
WAG
2616
Winthrop Advisory Group
Massachusetts
$6.26M +$61.9K +191 +1%
CWM
2617
CCG Wealth Management
California
$6.25M -$4.85M -14,970 -45%
AGA
2618
Accuvest Global Advisors
Utah
$6.24M +$353K +1,089 +6%
CIP
2619
Convergence Investment Partners
Florida
$6.24M -$241K -742 -4%
LFP
2620
Leeward Financial Partners
Washington
$6.24M +$6.01M +18,547 New
RC
2621
RDST Capital
Washington
$6.21M +$5.99M +18,475 New
BHWA
2622
Beacon Harbor Wealth Advisors
Virginia
$6.21M +$4.53M +13,957 +310%
KL
2623
KWMG LLC
Kansas
$6.21M -$247K -761 -4%
GWMIA
2624
Global Wealth Management Investment Advisory
Florida
$6.2M +$195K +602 +3%
PIMG
2625
Patriot Investment Management Group
Tennessee
$6.2M +$49.6K +153 +0.8%

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.