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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
LFA
3051
Laraway Financial Advisors
Minnesota
$3.97M +$3.83M +11,810 New
CWM
3052
Centric Wealth Management
Illinois
$3.97M +$229K +706 +6%
SQA
3053
Simon Quick Advisors
New Jersey
$3.97M -$1.82M -5,622 -32%
ICM
3054
Islay Capital Management
Texas
$3.97M -$19.8K -61 -0.5%
NFG
3055
Northeast Financial Group
Pennsylvania
$3.96M -$480K -1,479 -11%
CAM
3056
Cacti Asset Management
Georgia
$3.95M
SSW
3057
Smith Shellnut Wilson
Mississippi
$3.95M +$97.3K +300 +3%
DMBA
3058
Deseret Mutual Benefit Administrators
Utah
$3.95M +$43.8K +135 +1%
GSC
3059
G&S Capital
Colorado
$3.95M +$498K +1,535 +15%
SI
3060
Saxon Interests
Texas
$3.95M +$4.07M +12,539 New
GCM
3061
Gables Capital Management
Florida
$3.94M -$9.73K -30 -0.3%
GWM
3062
Gitterman Wealth Management
New Jersey
$3.94M
MIAS
3063
Mason Investment Advisory Services
Virginia
$3.93M +$132K +408 +4%
SHA
3064
Seneca House Advisors
Virginia
$3.92M -$133K -410 -3%
KCM
3065
KLK Capital Management
California
$3.92M -$94.3K -291 -2%
FFG
3066
Fortem Financial Group
California
$3.91M +$45.7K +141 +1%
OFA
3067
Oak Family Advisors
Illinois
$3.9M +$323K +996 +9%
MTWM
3068
Masso Torrence Wealth Management
New Jersey
$3.9M +$3.76M +11,600 New
AWM
3069
Accurate Wealth Management
Florida
$3.9M +$196K +606 +6%
PIA
3070
Pinion Investment Advisors
Kansas
$3.9M +$260K +802 +7%
MCIA
3071
Mountain Capital Investment Advisors
Colorado
$3.89M -$885K -2,730 -18%
ACM
3072
Aljian Capital Management
Nevada
$3.89M +$140K +431 +4%
EA
3073
Emerald Advisors
Washington
$3.89M +$1.25M +3,843 +50%
CIA
3074
Cascade Investment Advisors
Oregon
$3.88M -$55.1K -170 -1%
WMA
3075
West Michigan Advisors
Michigan
$3.88M +$3.74M +11,543 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.