We are live on ! Find out more
MSFT icon

Microsoft

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
BIA
2926
Bigelow Investment Advisors
Maine
$4.46M -$148K -455 -3%
RW
2927
REDW Wealth
New Mexico
$4.46M -$68.4K -211 -2%
RHP
2928
Royal Harbor Partners
Texas
$4.46M +$118K +365 +3%
CBT
2929
CoreFirst Bank & Trust
Kansas
$4.45M -$871K -2,688 -17%
CWP
2930
Curated Wealth Partners
California
$4.44M -$14.6K -45 -0.3%
ER
2931
Enlightenment Research
Florida
$4.44M +$4.28M +13,200 New
HNWAG
2932
High Net Worth Advisory Group
Florida
$4.43M +$4.27M +13,180 New
LF
2933
LifeSteps Financial
California
$4.43M -$567K -1,750 -12%
PPG
2934
Peak Planning Group
Colorado
$4.43M +$116K +359 +3%
ONST
2935
Old North State Trust
North Carolina
$4.43M +$619K +1,908 +17%
FMN
2936
Financial Management Network
California
$4.42M -$94.7K -292 -2%
NF
2937
Nikulski Financial
Iowa
$4.42M +$240K +739 +6%
FCAG
2938
First Capital Advisors Group
New Jersey
$4.41M +$4.26M +13,126 New
PWA
2939
Physician Wealth Advisors
Utah
$4.41M +$12.6K +39 +0.3%
FIBT
2940
First International Bank & Trust
North Dakota
$4.4M +$4.24M +13,089 New
HCM
2941
HMS Capital Management
Tennessee
$4.4M -$60K -185 -1%
GFPC
2942
Global Financial Private Client
Florida
$4.39M -$423K -1,304 -9%
TI
2943
tru Independence
Oregon
$4.39M -$42.1K -130 -1%
LIA
2944
LBMC Investment Advisors
Tennessee
$4.39M +$1.29M +3,987 +44%
DI
2945
DAGCO Inc
Ohio
$4.39M -$155K -479 -4%
EGA
2946
E&G Advisors
Texas
$4.39M -$61K -188 -1%
FB
2947
First Bancorp
Maine
$4.38M +$10.1K +31 +0.2%
CG
2948
Castellan Group
Kentucky
$4.38M +$2.62M +8,083 +163%
JE
2949
JMAC Enterprises
Pennsylvania
$4.38M +$4.66M +14,362 New
FFMBT
2950
First Farmers & Merchants Bank Trust
Tennessee
$4.37M +$4.22M +13,005 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.