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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
SAM
2701
Secure Asset Management
Michigan
$5.69M +$4.86K +15 +0.1%
WCM
2702
Wunderlich Capital Managemnt
Tennessee
$5.69M -$126K -390 -2%
LAM
2703
L2 Asset Management
Massachusetts
$5.67M +$4.49M +13,845 +457%
SP
2704
Successful Portfolios
Florida
$5.66M -$20.7K -64 -0.4%
PP
2705
Pacifica Partners
Canada
$5.66M +$69.4K +214 +1%
MCP
2706
Martin Capital Partners
Oregon
$5.65M -$136K -419 -2%
DWP
2707
Destiny Wealth Partners
Florida
$5.65M +$417K +1,285 +8%
GPA
2708
Garrison Point Advisors
California
$5.65M -$136K -420 -2%
TCM
2709
Teza Capital Management
Illinois
$5.64M +$923K +2,848 +20%
PIG
2710
Pantheon Investment Group
California
$5.64M -$66.1K -204 -1%
MSFS
2711
Main Street Financial Solutions
Pennsylvania
$5.64M +$111K +342 +2%
WBG
2712
Wharton Business Group
Pennsylvania
$5.64M +$5.43M +16,762 New
MCM
2713
Marathon Capital Management
Maryland
$5.64M -$2.52M -7,771 -32%
KWM
2714
Kolinsky Wealth Management
New Jersey
$5.62M +$5.42M +16,721 New
CWM
2715
Connecticut Wealth Management
Connecticut
$5.61M -$442K -1,364 -8%
BCM
2716
Brookmont Capital Management
Texas
$5.59M -$236K -729 -4%
LCM
2717
Lattice Capital Management
Washington
$5.58M +$5.38M +16,594 New
AHIA
2718
Andrew Hill Investment Advisors
Florida
$5.58M +$5.38M +16,580 New
CPSC
2719
Carl P. Sherr & Co
Massachusetts
$5.57M +$314K +969 +6%
CIA
2720
Citadel Investment Advisory
Ohio
$5.54M -$1.62K -5 -0%
PWA
2721
Phoenix Wealth Advisors
North Carolina
$5.54M +$234K +723 +5%
ANB
2722
Amarillo National Bank
Texas
$5.54M +$57.4K +177 +1%
BLC
2723
Brown, Lisle/Cummings
Rhode Island
$5.53M +$5.33M +16,448 New
GWM
2724
GDS Wealth Management
Texas
$5.53M +$5.33M +16,434 New
CBFP
2725
Cedar Brook Financial Partners
Ohio
$5.52M +$302K +931 +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.