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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
NF
3001
NTB Financial
Colorado
$4.2M +$4.05M +12,481 New
MAM
3002
McLean Asset Management
Virginia
$4.2M -$337K -1,038 -7%
MHWM
3003
Montz Harcus Wealth Management
Louisiana
$4.19M +$4.04M +12,461 New
RCM
3004
Requisite Capital Management
Texas
$4.19M +$1.42M +4,370 +54%
FA
3005
Financial Avengers
California
$4.19M +$67.1K +207 +2%
GM
3006
Granger Management
New York
$4.18M
PG
3007
Proffitt & Goodson
Tennessee
$4.18M -$83.6K -258 -2%
GAM
3008
Gemmer Asset Management
California
$4.18M -$1.62K -5 -0%
EF
3009
Empowered Funds
Pennsylvania
$4.17M -$2.79M -8,598 -41%
LAM
3010
Lynch Asset Management
Pennsylvania
$4.17M +$4.02M +12,400 New
SCA
3011
Strategic Capital Advisers
Colorado
$4.17M -$35K -108 -0.9%
SDWIA
3012
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.16M +$13.6K +42 +0.3%
PWM
3013
Palumbo Wealth Management
New York
$4.16M +$63.9K +197 +2%
LWA
3014
Lineweaver Wealth Advisors
Ohio
$4.16M -$3.89K -12 -0.1%
MSU
3015
Mizuho Securities USA
New York
$4.16M -$1.41M -4,353 -26%
PCA
3016
Peddock Capital Advisors
Massachusetts
$4.16M -$324 -1 -0%
VAFP
3017
Vahanian & Associates Financial Planning
New York
$4.16M +$4M +12,353 New
SA
3018
SAM Advisors
California
$4.14M -$524K -1,616 -11%
VFPI
3019
Vantage Financial Partners (Illinois)
Illinois
$4.12M -$146K -450 -4%
IF
3020
Integrity Financial
Wyoming
$4.12M +$3.97M +12,235 New
EFA
3021
Evernest Financial Advisors
Indiana
$4.11M +$3.17M +9,785 New
EM
3022
ELCO Management
New York
$4.11M -$13.3K -41 -0.3%
QCIG
3023
Quad-Cities Investment Group
Iowa
$4.11M -$115K -356 -3%
FSCM
3024
Front Street Capital Management
Montana
$4.11M +$172K +532 +5%
IWA
3025
Intercontinental Wealth Advisors
Texas
$4.11M +$42.1K +130 +1%

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.