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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
LRIA
3076
Leonard Rickey Investment Advisors
Washington
$3.88M +$346K +1,067 +10%
WCFA
3077
Walkner Condon Financial Advisors
Wisconsin
$3.88M -$290K -893 -7%
TC
3078
Truvestments Capital
Florida
$3.87M +$139K +429 +4%
CC
3079
Claybrook Capital
Massachusetts
$3.87M -$294K -908 -7%
RCA
3080
Riverview Capital Advisers
Massachusetts
$3.85M +$3.71M +11,456 New
SAM
3081
Seelaus Asset Management
New Jersey
$3.85M +$9.73K +30 +0.3%
CWA
3082
Consilium Wealth Advisory
Texas
$3.85M +$3.71M +11,448 New
CWS
3083
Cypress Wealth Services
California
$3.83M +$40.2K +124 +1%
CAC
3084
Certified Advisory Corp
Florida
$3.82M -$72.3K -223 -2%
AP
3085
Adero Partners
California
$3.82M +$648K +1,999 +21%
AWC
3086
Abundance Wealth Counselors
Pennsylvania
$3.82M +$3.68M +11,350 New
KA
3087
Keene & Associates
Texas
$3.8M +$3.66M +11,287 New
FOA
3088
Five Oceans Advisors
California
$3.79M +$308K +949 +9%
UMC
3089
United Maritime Capital
New York
$3.78M -$1.85M -5,700 -34%
YAVAPFMC
3090
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.78M
BSSFA
3091
Baron Silver Stevens Financial Advisors
Florida
$3.77M +$130K +402 +4%
MPW
3092
Monterey Private Wealth
California
$3.77M +$21.4K +66 +0.6%
NG
3093
NWK Group
California
$3.77M +$138K +425 +4%
AIP
3094
Ahrens Investment Partners
Louisiana
$3.76M -$30.2K -93 -0.8%
GCA
3095
Gradient Capital Advisors
California
$3.76M +$40.9K +126 +1%
RB
3096
Renasant Bank
Mississippi
$3.75M +$149K +459 +4%
PCMC
3097
Private Capital Management (Colorado)
Colorado
$3.74M +$109K +336 +3%
TA
3098
TKG Advisors
Indiana
$3.71M +$3.58M +11,038 New
AIL
3099
AGF Investments LLC
Ontario, Canada
$3.71M -$1.01M -3,118 -22%
EVC
3100
Eidelman Virant Capital
Missouri
$3.71M +$143K +441 +4%

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.