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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
CIA
2626
Cohen Investment Advisors
New Hampshire
$6.19M -$53.8K -166 -0.9%
BWA
2627
Bordeaux Wealth Advisors
California
$6.19M +$468K +1,445 +9%
RGI
2628
River Global Investors
United Kingdom
$6.19M -$2.32M -7,158 -28%
WCA
2629
Windsor Creek Advisors
Vermont
$6.18M -$7.67M -23,663 -57%
HWMG
2630
Hurlow Wealth Management Group
Indiana
$6.18M -$45.7K -141 -0.5%
HCCM
2631
Hudson Canyon Capital Management
New York
$6.18M -$290K -896 -5%
MCA
2632
Millennium Capital Advisors
Arkansas
$6.18M +$5.95M +18,364 New
SRSA
2633
S.R. Schill & Associates
Washington
$6.17M +$23K +71 +0.4%
BCP
2634
Blackhawk Capital Partners
Wisconsin
$6.17M +$31.8K +98 +0.5%
JDR
2635
Jay D. Rosenbaum
$6.17M -$1.32M -4,086 -18%
APG
2636
Abacus Planning Group
South Carolina
$6.16M +$652K +2,011 +12%
SA
2637
SRN Advisors
Pennsylvania
$6.15M -$546K -1,683 -8%
HIP
2638
HUB Investment Partners
Texas
$6.15M -$582K -1,795 -9%
LS
2639
Leelyn Smith
Illinois
$6.15M -$179K -553 -3%
KWS
2640
Keystone Wealth Services
California
$6.14M +$5.92M +18,249 New
ATIA
2641
American Trust Investment Advisors
New Hampshire
$6.13M -$57.4K -177 -1%
AAM
2642
Abeille Asset Management
France
$6.13M +$5.91M +18,237 New
AIP
2643
Almanack Investment Partners
Pennsylvania
$6.13M +$29.5K +91 +0.5%
TF
2644
Trek Financial
Arizona
$6.12M +$42.1K +130 +0.7%
CG
2645
Clarus Group
Texas
$6.12M -$48K -148 -0.8%
FCA
2646
FLC Capital Advisors
California
$6.12M +$42.1K +130 +0.7%
GCM
2647
Geneva Capital Management
Wisconsin
$6.11M -$144K -443 -2%
DL
2648
DOHJ LLC
Washington
$6.1M +$24K +74 +0.4%
AI
2649
Accredited Investors
Minnesota
$6.09M -$166K -512 -3%
KLCM
2650
KG&L Capital Management
Louisiana
$6.09M +$340K +1,050 +6%

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.