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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
SAMC
2676
Spectrum Asset Management (California)
California
$5.91M -$118K -364 -2%
RCIM
2677
Red Cedar Investment Management
Michigan
$5.9M
AWM
2678
Atticus Wealth Management
Florida
$5.9M +$197K +607 +4%
GLLW
2679
Graves Light Lenhart Wealth
Virginia
$5.89M +$299K +921 +6%
AAP
2680
Ardsley Advisory Partners
Connecticut
$5.89M -$973K -3,000 -15%
CFIA
2681
Cantor Fitzgerald Investment Advisors
New York
$5.88M -$241K -742 -4%
GIM
2682
Guardian Investment Management
California
$5.87M +$16.2K +50 +0.3%
LM
2683
Lincluden Management
Ontario, Canada
$5.86M -$81.7K -252 -1%
WWA
2684
WC Walker & Associates
California
$5.85M -$110K -340 -2%
CCM
2685
Chickasaw Capital Management
Tennessee
$5.84M -$423K -1,305 -7%
TA
2686
Trellis Advisors
Washington
$5.83M -$299K -923 -5%
WFS
2687
Widmann Financial Services
Maryland
$5.82M +$5.61M +17,290 New
AIM
2688
AHL Investment Management
Florida
$5.81M +$5.6M +17,273 New
PI
2689
Pettee Investors
Connecticut
$5.78M +$48.3K +149 +0.9%
AMG
2690
Advisors Management Group
Wisconsin
$5.76M -$17.2K -53 -0.3%
AFG
2691
Allegheny Financial Group
Pennsylvania
$5.75M +$765K +2,359 +16%
SWA
2692
Sax Wealth Advisors
New Jersey
$5.75M +$384K +1,183 +7%
MJB
2693
Mark J. Bradley
$5.74M -$230K -708 -4%
BAM
2694
Bruderman Asset Management
New York
$5.74M -$10.6M -32,597 -66%
WAM
2695
Werlinich Asset Management
Connecticut
$5.73M
RWM
2696
RBA Wealth Management
California
$5.72M +$5.51M +16,995 New
FSA
2697
Financial Sense Advisors
California
$5.71M -$228K -702 -4%
TNAM
2698
Terra Nova Asset Management
New York
$5.7M +$56.7K +175 +1%
SPFA
2699
Summit Place Financial Advisors
New Jersey
$5.69M -$186K -575 -3%
GTAM
2700
Global Trust Asset Management
Florida
$5.69M +$240K +739 +5%

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.