We are live on ! Find out more
MSFT icon

Microsoft

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
AWM
3151
Adams Wealth Management
Utah
$3.48M -$492K -1,517 -13%
QWM
3152
QP Wealth Management
New Jersey
$3.48M -$29.2K -90 -0.9%
TF
3153
Threadgill Financial
Texas
$3.48M +$439K +1,353 +15%
KCFA
3154
Key Client Fiduciary Advisors
New Jersey
$3.48M +$3.35M +10,335 New
LJCM
3155
Lee Johnson Capital Management
Texas
$3.47M +$3.34M +10,308 New
PG
3156
Prostatis Group
Maryland
$3.46M -$132K -406 -4%
FI
3157
Finivi Inc
Massachusetts
$3.46M +$3.34M +10,297 New
PL
3158
Pluribus Labs
California
$3.46M +$3.34M +10,290 New
GIM
3159
Guild Investment Management
California
$3.45M -$898K -2,770 -21%
WHC
3160
Wulff, Hansen & Co
California
$3.45M +$3.33M +10,283 New
GHAM
3161
Gilman Hill Asset Management
Connecticut
$3.45M +$239K +737 +8%
WAM
3162
Watershed Asset Management
California
$3.45M +$3.32M +10,250 New
AIM
3163
Alhambra Investment Management
Florida
$3.44M -$113K -348 -3%
WCAMG
3164
Woodard & Company Asset Management Group
North Carolina
$3.44M +$45.1K +139 +1%
DCM
3165
Delta Capital Management
New Jersey
$3.44M +$6.48K +20 +0.2%
CC
3166
Copperleaf Capital
North Carolina
$3.44M -$246K -758 -7%
GAMC
3167
Garner Asset Management Corp
Texas
$3.43M +$96.6K +298 +3%
HCP
3168
Hexagon Capital Partners
Arkansas
$3.43M -$104K -321 -3%
SIC
3169
Samalin Investment Counsel
New York
$3.43M -$58K -179 -2%
TFO
3170
Tarbox Family Office
California
$3.42M +$8.43K +26 +0.3%
SAF
3171
Smith Anglin Financial
Texas
$3.42M +$224K +691 +7%
ACMA
3172
Arbor Capital Management (Alaska)
Alaska
$3.42M +$3.3M +10,166 New
ZC
3173
Zeit Capital
Colorado
$3.41M -$428K -1,320 -12%
BI
3174
Ballast Inc
Kentucky
$3.41M -$121K -372 -4%
DM
3175
Diker Management
New York
$3.41M

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.