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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
WIC
3126
WealthBridge Investment Counsel
Alberta, Canada
$3.6M +$49.3K +152 +1%
HAC
3127
Harbor Advisory Corp
New Hampshire
$3.59M +$129K +399 +4%
FF
3128
Fluent Financial
Texas
$3.59M -$127K -391 -4%
LDFR
3129
Lehman & Derafelo Financial Resources
Pennsylvania
$3.59M -$149K -461 -4%
IA
3130
IAM Advisory
Pennsylvania
$3.59M -$8.43K -26 -0.2%
IWN
3131
Independent Wealth Network
Iowa
$3.59M +$1.67M +5,145 +93%
APWA
3132
Atlas Private Wealth Advisors
New Jersey
$3.58M -$55.4K -171 -2%
AIC
3133
Argus Investors Counsel
New York
$3.56M -$133K -409 -4%
TA
3134
Tectonic Advisors
Texas
$3.54M +$20.1K +62 +0.6%
AC
3135
ASB Consultores
Florida
$3.54M +$3.41M +10,519 New
GCMG
3136
Gyroscope Capital Management Group
Florida
$3.53M -$64.8K -200 -2%
VA
3137
Verdad Advisers
Massachusetts
$3.53M +$1.38M +4,250 +68%
FZCM
3138
Flynn Zito Capital Management
New York
$3.53M +$3.4M +10,494 New
RPCONE
3139
Retirement Planning Company of New England
Rhode Island
$3.53M +$3.4M +10,486 New
OFW
3140
Omnia Family Wealth
Florida
$3.52M +$196K +605 +6%
ECAM
3141
East Coast Asset Management
Massachusetts
$3.51M -$43.1K -133 -1%
GM
3142
GeoWealth Management
Illinois
$3.51M -$620K -1,913 -16%
SRAM
3143
Spouting Rock Asset Management
Pennsylvania
$3.5M -$1.5M -4,629 -31%
IFG
3144
Investors Financial Group
Minnesota
$3.5M -$42.1K -130 -1%
AAM
3145
Autus Asset Management
Arizona
$3.5M +$31.4K +97 +0.9%
MCM
3146
Mendel Capital Management
Arkansas
$3.5M +$3.37M +10,399 New
SJIA
3147
St. James Investment Advisors
New York
$3.49M +$3.37M +10,381 New
ACA
3148
Affinity Capital Advisors
California
$3.49M +$9.73K +30 +0.3%
SCP
3149
Syntal Capital Partners
Texas
$3.48M -$311K -958 -8%
SJIM
3150
St. Johns Investment Management
Florida
$3.48M +$89.2K +275 +3%

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.