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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
LWP
3276
Lumature Wealth Partners
Georgia
$3.02M +$42.5K +131 +1%
HLOC
3277
H.L. Ormond & Company
North Carolina
$3.02M +$3.22M +9,932 New
RWI
3278
Red Wave Investments
Pennsylvania
$3.01M -$54.8K -169 -2%
EIP
3279
Ellis Investment Partners
Pennsylvania
$3.01M -$11K -34 -0.4%
SHJ
3280
Sharkey, Howes & Javer
Colorado
$3M +$3.57K +11 +0.1%
CI
3281
Cavalier Investments
Georgia
$3M +$934K +2,881 +48%
TC
3282
Titleist Capital
Texas
$3M +$2.89M +8,905 New
AWAP
3283
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.99M +$35.3K +109 +1%
SFA
3284
Semmax Financial Advisors
North Carolina
$2.99M -$754K -2,327 -21%
JWM
3285
Janiczek Wealth Management
Colorado
$2.99M +$159K +491 +6%
ICM
3286
Infini Capital Management
Hong Kong
$2.99M +$2.2M +6,800 +324%
IMF
3287
Infini Master Fund
Hong Kong
$2.99M +$2.2M +6,800 +324%
OWA
3288
Opal Wealth Advisors
New York
$2.99M +$861K +2,656 +43%
BC
3289
Bowman & Company
Wisconsin
$2.98M +$2.88M +8,870 New
SCM
3290
Sterneck Capital Management
Missouri
$2.98M +$21.1K +65 +0.7%
MAG
3291
MRA Advisory Group
New Jersey
$2.98M +$39.2K +121 +1%
MFW
3292
Mosaic Family Wealth
Missouri
$2.97M +$40.2K +124 +1%
CCM
3293
Conway Capital Management
California
$2.97M +$405K +1,250 +16%
OLA
3294
Oliver Luxxe Assets
New Jersey
$2.97M -$94K -290 -3%
WCA
3295
Waypoint Capital Advisors
Minnesota
$2.96M +$2.86M +8,817 New
PCM
3296
Pointe Capital Management
Michigan
$2.96M +$18.2K +56 +0.6%
OBGC
3297
O'Brien Greene & Co
Pennsylvania
$2.96M -$43.4K -134 -1%
AWP
3298
Abacus Wealth Partners
California
$2.96M -$333K -1,027 -10%
CCB
3299
Cutter & Co Brokerage
Missouri
$2.96M +$117K +362 +4%
ML
3300
Mayport LLC
Massachusetts
$2.95M +$2.84M +8,772 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.