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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
MFS
3176
Mirabella Financial Services
United Kingdom
$3.41M +$1.49M +4,594 +83%
CWMU
3177
Caliber Wealth Management (Utah)
Utah
$3.41M +$264K +815 +8%
IVP
3178
Intrinsic Value Partners
Arizona
$3.41M +$3.28M +10,128 New
NJBEST
3179
New Jersey Better Educational Savings Trust
New Jersey
$3.4M -$1.08M -3,340 -25%
HHAM
3180
HITE Hedge Asset Management
Massachusetts
$3.4M
DOA
3181
D'Orazio & Associates
Virginia
$3.4M +$480K +1,480 +17%
CC
3182
Colrain Capital
Massachusetts
$3.4M -$81.1K -250 -2%
MA
3183
MBA Advisors
Pennsylvania
$3.39M +$1.05M +3,254 +48%
MPW
3184
MA Private Wealth
California
$3.39M -$106K -326 -3%
NCM
3185
Neumann Capital Management
California
$3.39M -$32.4K -100 -1%
HA
3186
Harfst & Associates
Wyoming
$3.38M +$34.4K +106 +1%
OPOWM
3187
One Plus One Wealth Management
Florida
$3.38M -$109K -336 -3%
CA
3188
CGN Advisors
Kansas
$3.37M +$189K +584 +6%
AT
3189
Arvest Trust
Oklahoma
$3.37M +$3.25M +10,021 New
DSN
3190
D. Scott Neal
Kentucky
$3.37M +$990K +3,053 +44%
RCG
3191
Rock Creek Group
District of Columbia
$3.37M -$33.7K -104 -1%
PA
3192
Proem Advisors
Texas
$3.36M -$3.57M -11,000 -52%
VFP
3193
Verus Financial Partners
Virginia
$3.36M -$4.21K -13 -0.1%
PBO
3194
Peoples Bank (Ohio)
Ohio
$3.35M -$223K -689 -6%
GPWA
3195
Great Point Wealth Advisors
Massachusetts
$3.35M -$47K -145 -1%
BFWA
3196
Benchmark Financial Wealth Advisors
Florida
$3.34M +$92.4K +285 +3%
EWS
3197
Evergreen Wealth Solutions
Pennsylvania
$3.34M +$3.22M +9,936 New
TFGT
3198
TS Financial Group (TSFG)
Illinois
$3.34M +$67.4K +208 +2%
RAM
3199
Redmond Asset Management
Virginia
$3.34M +$92.1K +284 +3%
PSC
3200
Prentiss Smith & Co
Vermont
$3.33M -$58.4K -180 -2%

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.