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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
DFG
2976
Demars Financial Group
Washington
$4.28M +$7.46K +23 +0.2%
WFA
2977
WMG Financial Advisors
Tennessee
$4.28M +$4.12M +12,715 New
PFC
2978
Phocas Financial Corp
California
$4.28M -$35.7K -110 -0.9%
WPA
2979
West Paces Advisors
Georgia
$4.27M +$102K +315 +3%
AWM
2980
Arbor Wealth Management
Florida
$4.27M -$15.2K -47 -0.4%
PFA
2981
Paradigm Financial Advisors
Missouri
$4.27M -$4.86K -15 -0.1%
MIM
2982
Miller Investment Management
Pennsylvania
$4.27M
WAM
2983
WealthTrust Asset Management
Florida
$4.27M +$41.2K +127 +1%
IFS
2984
Ifrah Financial Services
Arkansas
$4.26M +$78.8K +243 +2%
IBOK
2985
Independence Bank of Kentucky
Kentucky
$4.26M -$449K -1,385 -10%
BRG
2986
Bay Rivers Group
Virginia
$4.26M +$41.5K +128 +1%
VWMG
2987
Virginia Wealth Management Group
Virginia
$4.25M +$4.1M +12,639 New
MIC
2988
MU Investments Company
Japan
$4.25M -$1.19M -3,660 -23%
CRI
2989
Colonial River Investments
Virginia
$4.25M +$798K +2,460 +24%
LWA
2990
Lenox Wealth Advisors
New York
$4.24M +$48.6K +150 +1%
HWA
2991
HHM Wealth Advisors
Tennessee
$4.24M +$40.5K +125 +1%
CSB
2992
City State Bank
Iowa
$4.23M +$4.08M +12,590 New
TAM
2993
Todd Asset Management
Kentucky
$4.23M -$190K -587 -4%
BSAM
2994
Blue Square Asset Management
New York
$4.22M -$38.6K -119 -0.9%
AWG
2995
Altus Wealth Group
Colorado
$4.22M +$1.62K +5 +0%
CPM
2996
Connective Portfolio Management
New York
$4.22M +$4.05M +12,479 New
NW
2997
Naviter Wealth
Arkansas
$4.22M +$4.07M +12,542 New
RZH
2998
Relyea Zuckerberg Hanson
Connecticut
$4.21M +$339K +1,046 +8%
ESBC
2999
E.S. Barr & Co
Kentucky
$4.21M +$27.2K +84 +0.7%
PCA
3000
Prospect Capital Advisors
California
$4.2M

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.