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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
ACP
3026
Aveo Capital Partners
Colorado
$4.11M +$1.52M +4,683 +62%
BRA
3027
Bender Robert & Associates
California
$4.1M
DA
3028
Dillon & Associates
Michigan
$4.1M +$102K +315 +3%
EFG
3029
Everhart Financial Group
Ohio
$4.09M +$389K +1,199 +11%
AFAS
3030
Acorn Financial Advisory Services
Virginia
$4.08M -$423K -1,305 -10%
ML
3031
McAdam LLC
Pennsylvania
$4.08M +$106K +326 +3%
FDS
3032
First Dallas Securities
Texas
$4.08M +$326K +1,004 +9%
LIG
3033
Lokken Investment Group
Delaware
$4.07M -$53.2K -164 -1%
AA
3034
Altman Advisors
Illinois
$4.05M +$657K +2,025 +17%
IDBONY
3035
Israel Discount Bank of New York
New York
$4.05M -$112K -346 -3%
SFS
3036
Stiles Financial Services
Minnesota
$4.05M +$3.88M +11,981 New
1CP
3037
17 Capital Partners
Arizona
$4.04M -$61.6K -190 -2%
XS
3038
XR Securities
Illinois
$4.04M +$3.9M +12,015 New
OCM
3039
Olstein Capital Management
New York
$4.04M -$2.27M -7,000 -37%
SICM
3040
Sustainable Insight Capital Management
New York
$4.03M -$92.1K -284 -2%
BWA
3041
Burt Wealth Advisors
Maryland
$4.03M -$12.6K -39 -0.3%
TCM
3042
Tributary Capital Management
Nebraska
$4.03M -$130K -400 -3%
BA
3043
Ballast Advisors
Minnesota
$4.02M +$211K +652 +6%
CSWG
3044
Cardinal Strategic Wealth Guidance
Kentucky
$4.02M -$130K -400 -3%
DCM
3045
DGS Capital Management
New Jersey
$4.02M +$3.88M +11,959 New
DE
3046
Day & Ennis
Georgia
$4.01M +$59K +182 +2%
EBA
3047
Eagle Bay Advisors
New York
$4M +$986K +3,041 +34%
BWCS
3048
Beirne Wealth Consulting Services
Connecticut
$4M -$108K -332 -3%
MTIC
3049
Missouri Trust & Investment Company
Missouri
$3.99M +$3.85M +11,860 New
CP
3050
Covenant Partners
Tennessee
$3.97M +$1.3K +4 +0%

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.