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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
AWA
3201
AmeriServ Wealth Advisors
Pennsylvania
$3.33M +$211K +650 +7%
EPA
3202
Element Pointe Advisors
Florida
$3.33M +$4.86K +15 +0.2%
SIG
3203
Spinnaker Investment Group
California
$3.33M +$3.56M +10,975 New
DHGWA
3204
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3.33M +$3.21M +9,894 New
ITIM
3205
Indiana Trust & Investment Management
Indiana
$3.33M +$4.54K +14 +0.1%
LK
3206
Lumbard & Kellner
New Hampshire
$3.31M
RC
3207
RBO & Co
California
$3.31M
KOMWMG
3208
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.3M -$269K -829 -8%
EHWM
3209
Eads & Heald Wealth Management
Georgia
$3.3M -$251K -774 -7%
CWMGP
3210
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.3M +$3.18M +9,813 New
PC
3211
Pecaut & Co
Iowa
$3.3M -$155K -478 -5%
CC
3212
Callan Capital
California
$3.29M +$923K +2,848 +41%
DG
3213
DMC Group
Alabama
$3.29M +$3.56M +10,990 New
SCP
3214
Shorepoint Capital Partners
Massachusetts
$3.29M -$282K -869 -8%
PWM
3215
PBMares Wealth Management
Virginia
$3.29M +$586K +1,807 +23%
PFP
3216
Paragon Financial Partners
California
$3.29M +$3.17M +9,767 New
PTC
3217
Provident Trust Company
Wisconsin
$3.28M +$486K +1,500 +18%
WPWM
3218
Western Pacific Wealth Management
Illinois
$3.27M +$3.16M +9,739 New
NG
3219
Northstar Group
New York
$3.27M +$334K +1,031 +12%
IIL
3220
Insight Inv LLC
California
$3.27M +$3.15M +9,727 New
SIC
3221
Sterling Investment Counsel
New York
$3.26M +$3.14M +9,692 New
TWM
3222
Titus Wealth Management
California
$3.25M -$14.9K -46 -0.5%
CWA
3223
Clearview Wealth Advisors
Oregon
$3.24M -$240K -741 -7%
AA
3224
Alesco Advisors
New York
$3.24M -$455K -1,402 -13%
1W
3225
1776 Wealth
Georgia
$3.23M +$114K +352 +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.