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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
CC
3351
Centiva Capital
New York
$2.76M -$10.9M -33,522 -80%
GCIG
3352
Grand Central Investment Group
Florida
$2.76M -$338K -1,042 -11%
OR
3353
Olympiad Research
Connecticut
$2.75M +$878K +2,709 +49%
MLM
3354
Mount Lucas Management
Pennsylvania
$2.75M +$2.66M +8,190 New
ACA
3355
Aspire Capital Advisors
Washington
$2.75M +$2.65M +8,182 New
WAM
3356
Walker Asset Management
Missouri
$2.74M +$2.64M +8,142 New
CWM
3357
Campbell Wealth Management
Virginia
$2.74M +$28.5K +88 +1%
CIC
3358
Cornercap Investment Counsel
Georgia
$2.73M -$2.92K -9 -0.1%
PTCG
3359
Pring Turner Capital Group
California
$2.73M +$2.63M +8,114 New
PWM
3360
Penobscot Wealth Management
Maine
$2.73M -$101K -313 -4%
RW
3361
Rede Wealth
Virginia
$2.71M -$324K -1,000 -11%
SKK
3362
Shepherd Kaplan Krochuk
Massachusetts
$2.71M +$714K +2,203 +38%
FWP
3363
Firethorn Wealth Partners
Georgia
$2.71M +$2.61M +8,044 New
TAM
3364
Tealwood Asset Management
Minnesota
$2.7M -$196K -604 -7%
SWM
3365
Strategic Wealth Management
Washington
$2.69M +$47.7K +147 +2%
KAM
3366
Knightsbridge Asset Management
California
$2.69M -$18.2K -56 -0.7%
PA
3367
Paragon Advisors
Texas
$2.69M +$324 +1 +0%
KA
3368
KLCM Advisors
Wisconsin
$2.69M +$105K +323 +4%
CAGAS
3369
Capital Advisory Group Advisory Services
Minnesota
$2.69M -$1.27M -3,932 -33%
BCA
3370
Bernzott Capital Advisors
California
$2.68M -$126K -388 -5%
PAM
3371
Paradigm Asset Management
New York
$2.67M -$357K -1,100 -12%
AFS
3372
Aft Forsyth & Sober
Florida
$2.67M
LMAM
3373
Legg Mason Asset Management
Japan
$2.66M +$320K +988 +14%
BPFA
3374
Barnes Pettey Financial Advisors
Mississippi
$2.65M +$2.56M +7,892 New
PWM
3375
Peterson Wealth Management
Nevada
$2.65M +$76.8K +237 +3%

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.