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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
CSI
3226
Cross Staff Investments
New York
$3.22M +$3.11M +9,580 New
EIG
3227
Ellenbecker Investment Group
Wisconsin
$3.22M +$371K +1,144 +14%
SFWA
3228
Summit Financial Wealth Advisors
Louisiana
$3.22M -$310K -956 -9%
SWMP
3229
Signature Wealth Management Partners
New Jersey
$3.22M -$1.95K -6 -0.1%
MCAI
3230
Members Capital Advisors Inc
Wisconsin
$3.21M
PWA
3231
Primoris Wealth Advisors
Florida
$3.21M +$3.09M +9,529 New
AWP
3232
Accretive Wealth Partners
New Jersey
$3.2M +$5.51K +17 +0.2%
AR
3233
Apeiron RIA
Texas
$3.19M +$3.08M +9,500 New
NC
3234
Noked Capital
Israel
$3.19M +$3.08M +9,490 New
NI
3235
Noked Israel
Israel
$3.19M +$3.08M +9,490 New
OWM
3236
Opes Wealth Management
California
$3.19M +$551K +1,699 +22%
LB
3237
Legacy Bridge
Iowa
$3.19M -$49.6K -153 -2%
VWA
3238
VERITY Wealth Advisors
United States
$3.19M
RWA
3239
Redhawk Wealth Advisors
Minnesota
$3.18M +$13.9K +43 +0.5%
MWPCG
3240
Measured Wealth Private Client Group
New Hampshire
$3.17M -$27.2K -84 -0.9%
CWM
3241
Cahaba Wealth Management
Georgia
$3.17M -$182K -562 -6%
PCG
3242
Prosperity Consulting Group
Maryland
$3.17M +$3.28M +10,118 New
FRA
3243
Frank Rimerman Advisors
California
$3.17M -$26.3K -81 -0.9%
FAM
3244
Flaharty Asset Management
Florida
$3.17M -$205K -631 -6%
DSCM
3245
Del-Sette Capital Management
New York
$3.16M +$3.05M +9,399 New
MFG
3246
Mission Financial Group
Nevada
$3.16M +$2.12M +6,535 New
MA
3247
Mezzasalma Advisors
New Jersey
$3.16M +$1.95K +6 +0.1%
GSIS
3248
Global Strategic Investment Solutions
Arizona
$3.16M +$287K +885 +10%
XT
3249
XTX Topco
Cayman Islands
$3.15M -$403K -1,244 -12%
KM
3250
Kalos Management
Georgia
$3.15M +$29.8K +92 +1%

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.