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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
PW
3251
Peninsula Wealth
California
$3.15M +$3.03M +9,354 New
HP
3252
HT Partners
Connecticut
$3.14M +$82.7K +255 +3%
VAM
3253
Verity Asset Management
North Carolina
$3.14M -$89.5K -276 -3%
MIM
3254
Merrion Investment Management
New Jersey
$3.13M
TCM
3255
Towercrest Capital Management
Pennsylvania
$3.13M +$22.4K +69 +0.7%
SFG
3256
Sowa Financial Group
Rhode Island
$3.13M +$28.2K +87 +0.9%
MWM
3257
Marion Wealth Management
Pennsylvania
$3.12M +$3.01M +9,269 New
GAM
3258
Gould Asset Management
California
$3.11M +$287K +885 +11%
Manulife (Manufacturers Life Insurance)
3259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.11M -$371M -1,144,361 -11%
UFF
3260
USA Financial Formulas
Michigan
$3.11M -$464K -1,432 -13%
SDH
3261
Sloy Dahl & Holst
Washington
$3.1M
DAM
3262
Doheny Asset Management
California
$3.1M -$81.1K -250 -3%
HKAM
3263
Horizon Kinetics Asset Management
New York
$3.1M +$155K +478 +5%
GWI
3264
Grace & White Inc
New York
$3.08M
SCA
3265
Sandy Cove Advisors
Massachusetts
$3.08M +$2.96M +9,143 New
CPA
3266
Capital Performance Advisors
California
$3.07M +$3.32M +10,252 New
CFCI
3267
Comprehensive Financial Consultants Institutional
Indiana
$3.07M +$3.35M +10,334 New
RWG
3268
Regal Wealth Group
California
$3.07M +$32.4K +100 +1%
KLWA
3269
Kelly Lawrence W & Associates
California
$3.06M +$181K +557 +7%
AFS
3270
Access Financial Services
Minnesota
$3.06M -$179K -551 -6%
NFG
3271
Norris Financial Group
South Carolina
$3.05M -$1.47M -4,533 -33%
IFA
3272
Index Fund Advisors
California
$3.05M +$2.94M +9,056 New
MFGM
3273
Marshall Financial Group (Maryland)
Maryland
$3.04M +$338K +1,042 +13%
CAMV
3274
Concord Asset Management (Virginia)
Virginia
$3.03M +$2.92M +9,014 New
DCM
3275
Difesa Capital Management
New York
$3.03M +$2.92M +9,000 New

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.