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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
CFA
2776
Capstone Financial Advisors
Illinois
$5.27M -$116K -357 -2%
HG
2777
Herbst Group
Connecticut
$5.24M +$5.06M +15,592 New
CRWM
2778
Castle Rock Wealth Management
California
$5.24M -$958K -2,954 -14%
CRCM
2779
Crystal Rock Capital Management
Illinois
$5.24M -$486K -1,500 -9%
MSCM
2780
McElhenny Sheffield Capital Management
Texas
$5.23M +$1.29M +3,964 +34%
GF
2781
Gries Financial
Ohio
$5.22M -$110K -340 -2%
ACM
2782
Ashford Capital Management
Delaware
$5.22M +$149K +460 +3%
LA
2783
Lifeworks Advisors
Michigan
$5.22M +$5.03M +15,522 New
PCM
2784
Perkins Capital Management
Minnesota
$5.21M
AWCI
2785
Alpine Woods Capital Investors
New York
$5.19M +$856K +2,641 +21%
MMHP
2786
Murphy Middleton Hinkle & Parker
Georgia
$5.17M -$57.4K -177 -1%
PP
2787
PDS Planning
Ohio
$5.17M +$197K +608 +4%
CAM
2788
Cozad Asset Management
Illinois
$5.17M -$35K -108 -0.7%
BWM
2789
Baystate Wealth Management
Massachusetts
$5.17M +$199K +614 +4%
AIS
2790
AM Investment Strategies
Tennessee
$5.16M -$79.8K -246 -2%
CNWM
2791
Clay Northam Wealth Management
California
$5.15M +$4.96M +15,309 New
SAA
2792
Southeast Asset Advisors
Georgia
$5.15M -$10.1K -31 -0.2%
DW
2793
Domani Wealth
Pennsylvania
$5.14M +$17.8K +55 +0.4%
SRC
2794
Sage Rhino Capital
California
$5.13M -$22K -68 -0.4%
AG
2795
Algert Global
California
$5.13M +$288K +888 +6%
TCWM
2796
Total Clarity Wealth Management
Illinois
$5.13M -$25.3K -78 -0.5%
FG
2797
Foster Group
Iowa
$5.12M +$16.9K +52 +0.3%
EA
2798
Eudaimonia Advisors
Tennessee
$5.12M +$4.94M +15,227 New
ES
2799
Eagle Strategies
New York
$5.11M +$4.93M +15,202 New
PAG
2800
Powers Advisory Group
Illinois
$5.09M +$4.91M +15,133 New

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.