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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
CL
3101
CIM LLC
New York
$3.7M -$154K -474 -4%
BFG
3102
Bouchey Financial Group
New York
$3.7M +$12.6K +39 +0.4%
RWB
3103
RMR Wealth Builders
New Jersey
$3.7M -$9.45M -29,143 -73%
HC
3104
Hamilton Capital
Ohio
$3.7M +$1.13M +3,482 +46%
VIA
3105
Vickerman Investment Advisors
Washington
$3.69M -$685K -2,112 -16%
SCP
3106
Sandhill Capital Partners
New York
$3.69M +$208K +642 +6%
BRC
3107
Bell Rock Capital
Delaware
$3.68M +$3.63M +11,190 New
MA
3108
MJP Associates
Connecticut
$3.67M +$367K +1,132 +12%
CFA
3109
Cahill Financial Advisors
Minnesota
$3.67M -$290K -893 -8%
PHAM
3110
Palisades Hudson Asset Management
Florida
$3.66M +$24K +74 +0.7%
DCM
3111
Deuterium Capital Management
Florida
$3.66M +$3.53M +10,887 New
6F
3112
626 Financial
Michigan
$3.66M +$3.53M +10,880 New
AIFAIM
3113
American Institute for Advanced Investment Management
Arizona
$3.66M +$42.1K +130 +1%
YIH
3114
Y-Intercept (HK)
Hong Kong
$3.65M -$3.61M -11,124 -51%
VF
3115
Virtu Financial
New York
$3.65M +$873K +2,693 +33%
EA
3116
Echo45 Advisors
California
$3.65M +$3.52M +10,860 New
W
3117
WealthOne
New York
$3.64M -$277K -853 -7%
KW
3118
KWB Wealth
California
$3.64M +$24K +74 +0.7%
OHWP
3119
Oak Harbor Wealth Partners
North Carolina
$3.63M +$3.5M +10,798 New
BCM
3120
Bancreek Capital Management
California
$3.63M +$3.5M +10,800 New
AIA
3121
Arbor Investment Advisors
North Carolina
$3.63M -$31.8K -98 -0.9%
ST
3122
Sentinel Trust
Texas
$3.63M +$2.38M +7,326 +212%
CC
3123
Commons Capital
Massachusetts
$3.62M +$3.49M +10,775 New
ORC
3124
O'Rourke & Company
Massachusetts
$3.62M +$3.49M +10,758 New
HFS
3125
Howard Financial Services
Texas
$3.61M -$135K -415 -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.